If the default roles do not fit how your team works, you can create custom roles with exactly the permissions you need. For example, you could create a role for a billing operations team or an outside accountant. Your account can have up to 25 custom roles.
You need the Manage Team & Settings permission to create, edit, or remove roles.
Create a custom role
Go to Team and select the Roles tab.
Click Create role.
In Role name, enter a name.
Role names can be up to 64 characters and cannot match another role’s name.
Under Start from, choose an existing role to copy its permissions, or choose Blank to start from scratch.
Select the permissions for this role. Selecting any permission in a group also selects that group’s view permission.
Click Create role.
The new role appears in the roles list and in the role picker when you invite or update teammates.
Edit a custom role
Go to Team and select the Roles tab.
Click the three vertical dots next to the custom role and select Edit role.
Update the name or permissions.
Click Save changes.
Everyone who holds the role keeps it. Only the permissions change.
Remove a custom role
You can remove a custom role only when nobody holds it. If people still hold the role, the option is grayed out. Assign them a different role first.
Go to Team and select the Roles tab.
Click the three vertical dots next to the custom role and select Remove role.
Click Remove role to confirm.
Note: Default roles cannot be edited or removed. To change a default role, create a custom role that starts from it.