How to Edit Default and Custom Roles

In 5day.io, you can edit both default roles (like Manager, Member, Guest) and custom roles you've created to tailor access and permissions.

Steps to Edit a Role:

1. Go to Account Settings.

2. Click on Security & Permissions from the sidebar.

3. Under the Roles & Permissions section:

   1. You will see a list of all Default Roles provided by the system.
   2. You will also see a list of all Custom Roles created in your account.

4. Click on the role you want to edit.

5. Inside the role:

   1. Update the Global Permissions (e.g., access to account settings, billing, integrations).
   2. Update the Feature Permissions (e.g., view, add, edit, delete rights for tasks, projects, discussions, etc.).
   

✅ All changes you make are automatically saved — no need to click a save button.