Creating a custom role
When none of the four built-in roles fits, you can build a custom one. Common use case: hiring managers who need read access plus interview-feedback write access.
Key takeaways
- Settings → Roles → *Create role*. Name it, pick a base role to start from, toggle granular permissions.
- Most common custom role: *Hiring Manager* — read jobs + candidates, add interview feedback, no invitations.
- Custom roles can be edited or deleted at any time. Changes apply immediately to anyone assigned.
- If you're toggling more than 4–5 permissions on top of a base role, you probably want a different base.
Before you start
Built-in roles (Owner / Admin / Recruiter / Viewer) cover most teams, but some jobs don't fit. The classic example: a hiring manager who should read candidates and add interview feedback, but should not be able to send invites or close jobs. Custom roles handle this.
How to create one
Common custom-role recipes
Hiring Manager
Base: Viewer. Add: Add interview feedback, Comment on candidate. Do not add: invite, edit job, change candidate decision.
Result: hiring managers can read every interview the AI evaluated, add their human take, but cannot influence the official decision or send new invites.
Junior Recruiter (training)
Base: Recruiter. Remove: Delete candidate, Reject candidate, Edit job. Optionally remove Send bulk invite — single invites only.
Result: junior recruiters can do most of the work but irreversible actions (delete, reject, bulk-invite) require a senior to confirm.
Read-only Observer (board / leadership)
Base: Viewer. No additions, no removals. Just rename it (e.g. Board Observer) to make the audit trail more readable.
Billing-only Finance
Base: Viewer. Add: Manage billing, Buy credits, View invoices. Do not add: anything related to candidates.
Result: your finance person can top up credits and view invoices without seeing any candidate data — clean privacy boundary.
Editing or deleting a custom role
Custom roles can be edited or deleted at any time:
- Click the row in Settings → Roles to edit.
- Click the overflow menu → Delete role.
- If a role is in use (people are assigned to it), the platform asks you to reassign those people to another role before deletion.
TIP
If you find yourself toggling 6+ permissions on top of a base role, the base is probably wrong. Try starting from a different base — your toggles often disappear.
Frequently asked questions
Can I make a custom Owner-level role?
No. Owner is a system role and cannot be replicated. Billing access and role-assignment access can be granted via custom role permissions, but the *promote to Owner* action specifically is gated to existing Owners.
Can I take permissions AWAY from someone, not just add?
Yes. A custom role can be more restrictive than the base role you started from. Common case: start with *Recruiter* as base, then remove *Delete candidate* and *Reject candidate* — useful for junior recruiters in training.