Org roles vs app permissions

Org roles are custom job titles you define for your team — for example Field Technician, Dispatch Lead, or HR Coordinator. They appear on the Members table, drive the org chart, and can scope SOP assignments and leave policies.

They are separate from system permissions (Admin, Manager, Member). Giving someone an org role does not make them a manager or admin.

Open the Roles tab

1. Click Organization in the sidebar.
2. Click Roles.

What org roles are for

• Org chart — roles can sit in a hierarchy with a Reports to link.
• Member list — the Role column shows each person's assigned org role.
• SOPs and leave — assign or restrict by org role, not by app permission.

Create and edit roles

Managers and admins can click + New org role, set a name, optional description, color, whether the role appears on the chart, and which role it reports to. Drag roles to reorder the list.

Assign an org role to a teammate from the Members tab — open their row menu and click Edit, or set it when you invite them.