Roles

1. Create a role#

1. Open the form

   Go to Settings → Team & access → Roles and press (+).

2. Fill in the fields

   Campo	Obligatorio	Descripción
   Name	Sí	Maximum 255 characters — name it after the job, not the permissions.
   Description	No	What this role is for, so the next admin does not invent a duplicate.
   Permissions	No	Allowed actions per subject: read, create, edit, delete, approve, collect.

3. Test with one person

   Assign it to one user and have them confirm they can do their job and nothing more.

2. Designing roles#

• Start from the jobs people actually do, not from the permission list.
• Four or five roles is usually enough; twenty means nobody knows what any of them grant.
• Grant the narrowest set that lets the job be done, then widen when something is genuinely blocked.

Changing a role changes access for everyone holding it. Before editing, check who that is — a small adjustment for one new hire can silently widen access for fifteen people.