Add a Role

Create a permission set you can reuse across multiple team memberships.

Goal

Define what teams can do before granting access.

Who should use this

• Organization admins creating reusable access sets
• Team leads setting access rules

You need

• Permission to create roles in the organization

Steps

1. Open the organization role settings
2. Open Roles
3. Click ADD ROLE
4. Enter a name and optional description
5. Select the permissions you want the role to allow
6. Click CONFIRM

Expected result

• The new role is saved in the organization
• You can attach it when creating team memberships

Common issues

• Save fails: verify permission to manage roles
• Missing permission options: ensure you have role configuration access

Next

• Attach the role through Team Memberships