---
title: Create New Roles with Custom Permissions
description: Overview Roles define what administrative tasks a user can perform within the platform. By creating custom roles, you can precisely control access to...
---

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1. [Regroup Knowledge Base](https://resources.regroup.com/regroupkb)
2. [Getting started](https://resources.regroup.com/regroupkb/getting-started)

# Create New Roles with Custom Permissions

### Overview

Roles define what administrative tasks a user can perform within the platform. By creating custom roles, you can precisely control access to organization, channel, or group functions based on operational needs. This approach supports least-privilege access while allowing flexibility in administrative responsibilities.

An admin can be assigned multiple roles if access is required across different role types (for example, Channels and Groups). Organization Admin roles can also be customized to align with internal governance requirements.

---

### Create a New Role

1. Open **Organization Settings**.
   
   ![](https://resources.regroup.com/hubfs/Knowledge%20Base%20Import/image-45.png)
2. Select **Admins & Roles** from the left navigation.
3. Scroll to the **Roles** section and select **New Role**.
   
   ![](https://resources.regroup.com/hubfs/Knowledge%20Base%20Import/image-44-2.png)
4. Enter a clear and descriptive name in the **Role Name** field.
5. Select a **Role Type**.
   
   ![](https://resources.regroup.com/hubfs/Knowledge%20Base%20Import/image-42.png)
   
     - Role types define the resource scope, such as Organization, Channels, or Groups, where the admin can perform actions.
6. Select the required permissions.
   
     - Only permissions applicable to the selected role type are displayed.
   
   ![](https://resources.regroup.com/hubfs/Knowledge%20Base%20Import/image-43-2.png)
7. Select **Save** to create the role.

A confirmation message confirms that the role has been created successfully.

---

##### Permission Behavior Notes

- Selecting **Organization Admin** as the role type automatically enables all available task permissions.
- Permissions for non-organization roles can be adjusted individually using the permissions grid.
- To further refine permissions after role creation, refer to [Customizing Role Permissions.](https://docs.regroup.com/docs/customizing-role-permissions-of-custom-roles/)

- [Getting started](https://resources.regroup.com/regroupkb/getting-started)
- [Incident Management](https://resources.regroup.com/regroupkb/incident-management)
- [Set Up Organization Account](https://resources.regroup.com/regroupkb/set-up-organization-account#main-content)

    - [Organization Setting](https://resources.regroup.com/regroupkb/set-up-organization-account#organization-setting)
    - [Configure Organization Sign-Up Pages](https://resources.regroup.com/regroupkb/set-up-organization-account#configure-organization-sign-up-pages)
    - [Manage Group Automation](https://resources.regroup.com/regroupkb/set-up-organization-account#manage-group-automation)
    - [Configure Message Default Settings](https://resources.regroup.com/regroupkb/set-up-organization-account#configure-message-default-settings)
    - [Manage Add-Ons](https://resources.regroup.com/regroupkb/set-up-organization-account#manage-add-ons)
    - [Configure Social Media Preferences](https://resources.regroup.com/regroupkb/set-up-organization-account#configure-social-media-preferences)
    - [View and Download Message Reports](https://resources.regroup.com/regroupkb/set-up-organization-account#view-and-download-message-reports)
- [Configure Contacts Management](https://resources.regroup.com/regroupkb/configure-contacts-management)
- [Set Up Admins and Roles](https://resources.regroup.com/regroupkb/set-up-admins-and-roles#main-content)

    - [Manage Roles](https://resources.regroup.com/regroupkb/set-up-admins-and-roles#manage-roles)
    - [Managing Existing Admins](https://resources.regroup.com/regroupkb/set-up-admins-and-roles#managing-existing-admins)
- [Manage Roles](https://resources.regroup.com/regroupkb/manage-roles)
- [Manage Groups](https://resources.regroup.com/regroupkb/manage-groups#main-content)

    - [Create Groups Using Import](https://resources.regroup.com/regroupkb/manage-groups#create-groups-using-import)
    - [Add Groups Using FTP Import](https://resources.regroup.com/regroupkb/manage-groups#add-groups-using-ftp-import)
    - [Create or Update Group Hierarchy](https://resources.regroup.com/regroupkb/manage-groups#create-or-update-group-hierarchy)
    - [Manage Group Files](https://resources.regroup.com/regroupkb/manage-groups#manage-group-files)
    - [Manage Group Admin Profile](https://resources.regroup.com/regroupkb/manage-groups#manage-group-admin-profile)
    - [Export Groups](https://resources.regroup.com/regroupkb/manage-groups#export-groups)
- [Configure Recipients and Admins](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#main-content)

    - [Add Recipients to Groups](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#add-recipients-to-groups)
    - [Manage Group Contacts](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#manage-group-contacts)
    - [Manage Organization Contacts](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#manage-organization-contacts)
    - [Manage Floating Contacts](https://resources.regroup.com/regroupkb/configure-recipients-and-admins#manage-floating-contacts)
- [Manage Communication Channels](https://resources.regroup.com/regroupkb/manage-communication-channels#main-content)

    - [Create Channels](https://resources.regroup.com/regroupkb/manage-communication-channels#create-channels)
    - [Create Channels Using Import](https://resources.regroup.com/regroupkb/manage-communication-channels#create-channels-using-import)
    - [Setup Channels](https://resources.regroup.com/regroupkb/manage-communication-channels#setup-channels)
    - [Create and Manage Sender Profiles](https://resources.regroup.com/regroupkb/manage-communication-channels#create-and-manage-sender-profiles)
    - [Setup Social Media](https://resources.regroup.com/regroupkb/manage-communication-channels#setup-social-media)
    - [Add Recipients to Channel](https://resources.regroup.com/regroupkb/manage-communication-channels#add-recipients-to-channel)
    - [Manage Existing Channel Admins](https://resources.regroup.com/regroupkb/manage-communication-channels#manage-existing-channel-admins)
    - [Setup Channel Subscriptions](https://resources.regroup.com/regroupkb/manage-communication-channels#setup-channel-subscriptions)
    - [Manage Subscribers](https://resources.regroup.com/regroupkb/manage-communication-channels#manage-subscribers)
- [Manage Messages](https://resources.regroup.com/regroupkb/manage-messages#main-content)

    - [WhatsApp Messaging](https://resources.regroup.com/regroupkb/manage-messages#whatsapp-messaging)
    - [Set Up Message Defaults While Messaging](https://resources.regroup.com/regroupkb/manage-messages#set-up-message-defaults-while-messaging)
    - [Message Templates](https://resources.regroup.com/regroupkb/manage-messages#message-templates)
    - [Manage Voice Recordings](https://resources.regroup.com/regroupkb/manage-messages#manage-voice-recordings)
    - [Sent Messages and Reports](https://resources.regroup.com/regroupkb/manage-messages#sent-messages-and-reports)
    - [Set Up Map Region](https://resources.regroup.com/regroupkb/manage-messages#set-up-map-region)
    - [Scheduled Messages](https://resources.regroup.com/regroupkb/manage-messages#scheduled-messages)
    - [Manage Quick Messages](https://resources.regroup.com/regroupkb/manage-messages#manage-quick-messages)
    - [Manage Form Fields](https://resources.regroup.com/regroupkb/manage-messages#manage-form-fields)
- [Regroup Add-ons](https://resources.regroup.com/regroupkb/regroup-add-ons#main-content)

    - [Manage Delivery Priority Order](https://resources.regroup.com/regroupkb/regroup-add-ons#manage-delivery-priority-order)
    - [Enable RSS](https://resources.regroup.com/regroupkb/regroup-add-ons#enable-rss)
    - [Manage Web Polling](https://resources.regroup.com/regroupkb/regroup-add-ons#manage-web-polling)

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