Add, modify, archive, or restore a role

Custom roles let an organization start from an eligible built-in role and then tailor permissions.

Best for: Organizations that need stable responsibilities beyond the built-in roles · Requires: Constructable support assistance.

To add a role:

1. Open Roles and Permissions → Actions → Add Role.
2. Enter Display Name.
3. Choose Based On Role from Internal Roles or External Roles.
4. Select Add Role.
5. Edit the new role's permissions as needed.

The new role starts as an exact copy of the selected basis role's current permissions. Later manual changes to the basis role do not automatically change the custom role. Future feature permissions can carry over according to the basis role's built-in defaults. Bidder cannot be used as the basis for a custom role.

To modify or archive a role, open the role column menu. Archiving requires a replacement role and reassigns memberships using the archived role. Admin and Bidder cannot be archived. Archived roles can be restored with Unarchive.

Use Reset All Permissions to Default only with care. It permanently removes manual permission changes for every role, restores built-in roles, and rebuilds custom roles from their basis roles.

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