How to create custom staff roles and permissions.
Custom roles add permissions on top of a person's system role. They never take permissions away, so build them small and add them where needed.
- Who it is for
- Owners and admins
- Plan
- Team only
Create a custom role
- Open Settings > Custom roles. The Roles page lists the system roles as read-only and your own roles below.
- Tap New role.
- Type a Name and an optional Description.
- Under Permissions, tick what this role adds, for example View reports & analytics or Manage staff.
- Tap Save role.
Give the role to someone
- Open Settings > Team & roles and find the person.
- Tap Custom, tick the role and tap Save.
- You can also tick custom roles when you invite someone; they attach when the invite is sent.
What your customers see
- Nothing changes for customers. The staff member gains the pages and actions the role grants.
Common problems
- I do not see Custom roles in Settings.
- Custom roles are on the Team plan. Change plan in Settings > Billing & plan.
- I removed a permission but the person can still do it.
- Their system role already includes it. Custom roles only add. Pick a smaller system role with Role in Team & roles.
Related guides
- Staff roles in Timeo and what each one can do
- How to upgrade or downgrade your Timeo plan
- Staff and team
More in Staff and team, or start with the getting started guide. Still stuck? Contact us.