Custom Roles

If Union's built-in Roles aren't fitting how you and your team use the system, you can now create custom roles that give the exact permissions to the right groups and individuals in your organization.

To start, head on over to People -> Roles and click 'Add New Role'

You'll then have the option of giving your new Role a name that makes sense for you, and can pick an existing role to start from to base permissions on:

Once you click 'Create Role' you can now make sure your new role (called Manager in this example) can do as much or as little as needed:

After the role is created, it will show up in All People:

To edit an existing person in your organization, just find them, click 'Edit' and choose their new role (this will also work for new invitations you may send):

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