# Create and Edit Roles and Permissions > Set what each role can see and change, and reassign its members when you delete one. Source: https://jobwisepro.com/help/team/roles-and-permissions Category: Team Updated: 2026-10-22 Roles decide what each person on your team can see and change in each area of JobWise Pro. Create, edit, and delete roles on [**Roles & Permissions**](/go/settings/team/roles), under **Settings** in the **Team** group. ## Create a role Create a role when none of the existing roles fits the work a person does. 1. Click **Create role** in the page header. 2. Enter a **Name**, up to 50 characters. 3. Enter a **Key** with only lowercase letters, numbers, and underscores, up to 40 characters. 4. Optionally, enter a **Description**, up to 200 characters. 5. Choose a level for each area under **Permissions**. Every area starts at **No access**. 6. Click **Create role** at the bottom of the dialog. The new role appears below the system roles, sorted by name. > **Note:** You can't change a key after you create the role. ## Edit a role Edit a role to change what it can do, or to rename a custom role. 1. Click **Edit** on the role's row. - On a custom role, change **Name** or **Description** at the top of the dialog. 2. Choose a new level for any area under **Permissions**. 3. Click **Save changes**. The dialog closes, and the summary line in the role's row lists the new levels. > **Note:** Saved changes apply to everyone who has the role, except in an area where a member has a level of their own. ## Delete a role Delete a custom role that no one needs. Its members move to a role you choose. 1. Click the trash icon on the role's row. 2. Choose a role under **Reassign members to**. - **Delete role** stays disabled until you choose a role. 3. Click **Delete role**. The role leaves the list. > **Warning:** Members of a deleted role move to the role you pick, so their access follows that role unless a level was set on them personally. ## Permission levels Each role sets one level for each of the 21 areas. The dropdown lists the levels in this order: - **No access**: the person can't see or change the area. - **Limited**: sees every item, with some features restricted, and can't change them. - **View (assigned)**: sees only the items assigned to them, such as [jobs](/help/jobs/introduction-to-jobs), and can't change them. - **View**: sees every item and can't change them. - **Edit (assigned)**: sees and changes only the items assigned to them. - **Edit**: sees and changes every item. - **Full**: sees, changes, and manages every item. Each role's summary line lists its areas by level, from **Full** down to **Limited**, with up to three names per level. The owner has **Full** in every area, whatever the owner's role says. [**Plan & Billing**](/go/settings/billing) shows your [plan](/help/organization/change-your-plan) and needs **Settings** at **Full**, except in the iOS app. ## Who can change roles - Only the owner, and people with **Team** at **Full**, see **Roles & Permissions** in Settings and can change roles. - JobWise support staff with support access can't create, edit, or delete roles, or change a member's role. - You can't give a role, or move members to one, with more access than you have. The change is refused and nothing changes. When you edit a role, only the areas whose level you change are checked. - You can't change the permissions of your own role. - Only the owner can change the permissions of the **Admin** role. - Only the owner can make someone an admin, by changing their role or by moving members on delete. - The owner is exempt from the access limits above. - A system role keeps its name, key, and description. You can change only its permissions, and you can't delete it. - A key can't match a system role's key or a key that a role already uses. - Roles are assigned on [**Team Members**](/go/settings/team), where you also invite and remove people. You can't change your own role there. See [Invite team members](/help/team/invite-team-members) and [Remove a member or leave](/help/team/remove-a-member-or-leave). - A level set on one person replaces their role's level for that area. This page edits roles only. ## The six system roles Roles with a **System** badge are the six system roles. They start with these levels. - **Admin**: **Full** in every area. - **Manager**: **Full** in most areas, and **Edit** in **Analytics**. **Team**, **Settings**, and **Revenue** get **No access**. - **Office Staff**: **Edit** in most areas, and **Full** in **Job Checklists**. **Team**, **Settings**, **Revenue**, and **Time Tracking** get **No access**. - **Team Lead**: **Edit** in ten areas, including **Quotes** and **Schedule**. **View** in **Invoices**, **Automations**, **Analytics**, and **Reviews**. **Team**, **Settings**, and **Revenue** get **No access**. - **Sales**: **Edit** in **Quotes**, **Contacts**, **SMS / Phone**, **Quoting Tools**, and **Lead Pipeline**. **Team**, **Settings**, and **Revenue** get **No access**. - **Tech**: **Edit (assigned)** in **Job Pipeline**, **Job Checklists**, **Time Tracking**, **Routes & Dispatching**, and **Expenses**. **View** in **Dashboard**, **Quotes**, **Contacts**, and **Quoting Tools**. **View (assigned)** in **Schedule**, and **Limited** in **SMS / Phone**. Everything else is **No access**.