Create a custom role

Open Roles and permissions

Select Team > Roles and permissions > New role. Only authorized administrators can manage custom roles.

Identify the role

Use a recognizable name and description explaining who should receive it. The code generated from the name must be unique.

Select permissions

Add only required actions. Review sensitive organization, team, billing, channel, and tool permissions separately. Save and test with a representative user.

Edit or delete

Changes affect every assigned member. A role can be deleted only when no members use it. System roles cannot be edited or removed.