Boyoti
How-to1 min read·Updated Nov 2, 2026

Create a custom role

Build a role with exactly the permissions a job needs, then assign it to users.

Requires permission agency.roles.create
  1. Open Settings → Team → Roles and press New role — or Duplicate on the closest built-in role.
  2. Name it in both languages and add a description.
  3. Tick permissions in the matrix. Rows are modules, columns are actions; use the row header to select all actions of a module, and the group header to toggle a whole group.
  4. Press Save. Assign it from Settings → Team → Users → user → Role. The change applies at the user's next request — no re-login needed.
The permissions matrix
The permissions matrix

Follow least privilege: start from Viewer and add only what the job requires. Sensitive actions (void payments, unpay payroll, delete, export, view_sensitive) deserve a second look.

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