How do I create custom organizational roles and access tiers?
Build tailored role tiers beyond standard Admin/Manager (e.g., "Shift Coordinator", "Credentialing Specialist") with custom permission sets.
What You Need Before Starting
- Organization Admin permissions.
Step-by-Step Instructions
Open Roles Tab in Settings
Navigate to Settings and click the "Roles" tab.
Roles and permissions management panel with access tier matrix.
Click Create Role
Click "+ Create Role" to start configuring a custom access level.
Enter Role Name and Description
Type a clear title (e.g., "Billing Clerk" or "Clinical Recruiter") and a brief summary of what this role is responsible for.
Select Base Permission Level
Choose the access baseline: Staff Level (can view own shifts/timesheets) or Manager Level (can manage schedules, credentials, and staff).
Save Role
Click "Save Role". The new custom role immediately becomes assignable to team members in User Management.
Pro-Tips & Best Practices
- Built-in system roles (Organization Admin and Manager) are protected and cannot be deleted.
Frequently Asked Questions & Troubleshooting
Can I edit the permission level of a custom role later?
Yes. Click the edit pencil icon next to any custom role in the Roles management table.
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