How do I create a custom role?
ForProperty managers
Who can do this
Organization users with Manage Roles & Permissions.
Where to find it
Settings → Roles & Permissions → Add custom role.
Steps
- Click Add custom role. The Create Custom Role dialog opens.
- Optionally pick a starting point:
- Start from template: Accountant ("Financial management and reporting"), Property Manager ("Manages specific assigned properties", limited to assigned properties) or Maintenance Coordinator ("Handles maintenance requests and vendor coordination").
- Or clone from existing role: copies another role's permissions.
- Enter a Role Name and, optionally, a Description.
- Click Create Role.
What happens next
The dialog closes and the new role is selected, with a Custom badge. Adjust its permissions and click Save changes. Assign it to members in Members.
Good to know
With no template or clone, the role starts with no permissions. A cloned role is a separate copy; later changes to the original don't flow through.
Troubleshooting
Role name is required; A role with this name already exists. Couldn't create role: try again.
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