Creating custom roles
Custom roles let you mix permissions to fit your team's structure. Available on Propel+ (3 max), Middle Market (4 max), and Custom (negotiated). Build by picking individual permission flags. Users on a deleted role need to be reassigned first.
In short: On Propel+ and above, build a custom role by toggling specific permission flags. Useful when standard roles don’t fit your structure. Limits apply per plan.
When you’d want a custom role
Standard roles cover most cases, but some situations call for a custom mix:
- A “data-credit-only” role for a teammate who handles purchases but doesn’t manage submissions
- A “submissions-only” role for a contract worker who shouldn’t see user management
- A “reports-only” role for an analyst who reads data but doesn’t edit
- A blend like “User + integrations” — standard User permissions plus the ability to handle integrations
Standard system roles (Manager, User) are starting points. Custom roles let you tune the mix.
Plan-tier limits
| Plan | Custom role limit |
|---|---|
| Propel | 0 (not available) |
| Propel+ | 3 |
| Middle Market | 4 |
| Custom | Negotiated |
System roles (Manager, User) don’t count against the limit — they’re always available.
Permissions you can mix
Each custom role is built by ticking individual permissions on:
- Manage Submissions — full access to view, edit, and archive Submissions
- Manage Users — invite teammates, remove them, and change roles
- Manage Billing — view and change subscription, plans, payment methods, invoices
- Manage Integrations — connect, configure, and disconnect integrations
- View Reports — see Form Insights, Link Performance, and other reports (only available on plans that include Reports)
- Redeem Data Credits — buy and redeem Data Credit packs
- Manage Forms — create, edit, and archive Forms
- Manage Live Intake templates — build and manage Live Intake templates
- Manage Custom Questions — create, publish, and archive Custom Questions
- Transfer Ownership — change who the Owner of the agency is
Tick whichever combination this role needs. Save with a clear name describing what the role is for.
Create a custom role
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Open your agency’s roles settings.
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Click to add a new role.
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Name it descriptively — “Submissions Only,” “Senior Agent + Reports,” etc.
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Toggle the permission flags this role should have.
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Save.
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The role appears in invitation pickers and user-edit screens.
Assign a custom role to a user
When inviting a new user, pick the custom role from the role list. To change an existing user’s role to a custom one, open their profile on the agency and select the custom role.
Delete a custom role
You can’t delete a custom role that has active users assigned to it:
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Identify users on the role you want to delete.
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Reassign them to a different role.
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Once no users hold the role, delete it.
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The role disappears from pickers; the slot frees up against your plan limit.
Common questions
Why doesn’t my Propel plan offer custom roles? Custom roles are a Propel+ and above feature. Upgrade to enable.
I hit the custom role limit. Can I delete an old role to add a new one? Yes — reassign any users on the old role first, delete the role, then create the new one.
Can a custom role have permissions a Manager doesn’t have? You’re free to toggle any combination of flags. A custom role can be more permissive than User and less permissive than Manager — or vice versa.
System roles like Manager/User can’t be deleted, right? Right. SALT preserves system roles regardless of plan.