How to Create Custom Roles

Custom Roles in 5day.io allow you to define tailored access levels for different types of users, beyond the system-provided default roles.
Note: Custom Roles are available only on the Growth Plan.

Create a Custom Role

1. Navigate to Account Settings.
2. Click on Security & Permissions from the sidebar.
3. Scroll down to the Custom Roles section.
4. Click on the + Add button to create a new role.
5. A pop-up box will appear asking for two details:
   1. Role Name: Enter a name for the new role (e.g., Team Lead, Project Reviewer).
   2. Description (optional): Add a brief description explaining the purpose of this role.
6. After entering the required details, click Create.

✅ Once created, the new role will appear under the Custom Roles list.

Assign Permissions to the Custom Role

After creating a role, you need to define its permissions.

1. Click on the newly created role from the Custom Roles list.
2. You will now see two permission sections:
   1. Global Permissions: Configure account-wide access such as Account Settings, People Management, etc.
   2. Feature Permissions: Configure specific permissions related to Workspaces, Projects, Tasks, Discussions, Files, etc.
3. For each permission area:
   1. Choose the appropriate level (Manage, View, None for Global Permissions).
   2. Choose View/Add/Edit/Delete/Other settings for Feature Permissions.
4. Any changes you make are automatically saved — no Save button is needed.

✅ Your custom role is now fully configured and ready to assign to users!

🔗 Related Links

📖 For detailed explanations of Global Permissions and Feature Permissions, click here.

Note:

• Creating the role (Name + Description) and assigning permissions are treated as two clean steps.
• Auto-save ensures your changes are instantly applied.
• Custom Roles give you complete flexibility in managing how users work inside 5day.io.

Create a Custom Role via the Duplicate Option

In addition to creating a custom role from scratch, 5day.io also allows you to create a custom role by duplicating an existing one.
This is useful when you want to create a new role with similar permissions to an existing role, and just make minor changes.

Steps to Duplicate a Custom Role:

1. Go to Account Settings.
2. Click on Security & Permissions from the sidebar.
3. Under the Roles & Permissions section, scroll to the Custom Roles list.
4. Find the existing role you want to duplicate.
5. Click on the three-dot menu (⋮) next to the role.
6. Select Duplicate from the menu options.

✅ A new duplicated role will be created immediately with the same permission settings.

Renaming the Duplicated Role:

1. Click on the newly duplicated role from the list.
2. At the top, you’ll see a pencil (edit) icon next to the role name.
3. Click the pencil icon to rename the role and update the description (optional).
4. The system will ask for a confirmation before saving changes.
5. Once confirmed, your duplicated role is successfully updated and ready to use.

When to Use This:

• You want to recreate a similar role without manually configuring permissions again.
• You want to speed up setup for departments or clients with slightly varied access.
• You’re modeling roles after existing defaults with only minor edits.