A Role is a set of Permissions a Team Member has access to. There are both default Roles, which can not be edited, and Custom Roles, which Team Members can create and customize.

Default Roles

The default roles that come with every account are: Admin User, Super User, Scheduled Call User, and Volunteer User. These Roles define a variety of common permission sets that an organization may need. You can see the Permissions that each Role has access to by visiting the Roles & Permissions section under Settings, and clicking on the Role.

Custom Roles

Depending on your Billing Plan, you can also create custom Roles to match precise Permission sets you want to grant a Team Member. Simply give your new role a name, and decide which Permissions to grant the Team Member, then save.