Custom Roles

If Union's built-in Roles aren't fitting how you and your team use the system, you can create custom role that gives the exact permissions to the right groups of individuals in your organization. Also, visit our video tutorial here for some additional use cases! 

To start, head on over to People > Roles > 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:

Once you Update Role, the role is created, it will show up in People > All People.


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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