How to Create a Custom Role
- Go to Settings → Team → Roles tab.
- Click + New Custom Role.
- Enter a Role Name (e.g., 'Read-Only Analyst', 'Support Agent', 'SDR').
- For each module, set the permission level:
- • View — Can see the module and its records.
- • Edit — Can create and update records.
- • Import — Can bulk-import CSV data.
- • Export — Can export records to CSV.
- Click Save Role.
- Assign the role to a team member during invite or from Settings → Team.
Full List of Modules You Can Control
- •Leads, Contacts, Accounts, Deals, Tasks
- •Inbox, Campaigns, Calling Campaigns, Email Warmup
- •Forms, Workflows, Meetings, Invoices, Payment Links
- •Lead Automation, WhatsApp, Reports, Custom Dashboards
- •Onboarding, HR Employees, Timesheets, Performance, Shifts
- •Support Desk, AI Studio, LinkedIn Posts
Example Custom Roles
SDR (Sales Development Rep)
Leads (view + edit), Contacts (view + edit), Campaigns (view + edit), Tasks (view + edit). No access to: Reports, Deals, Invoices, Settings.
Read-Only Analyst
All modules: view + export only. No edit, no import, no access to Settings or Billing.
Support Agent
Support Desk (view + edit), Contacts (view only), Tasks (view + edit). No access to Leads, Deals, Campaigns, or Settings.
Frequently Asked Questions
Can I duplicate an existing role and modify it?
Yes. On the Roles tab, click the three-dot menu next to any role and select Duplicate. The copy is created with identical permissions, which you can then modify.
What happens to users if I delete a custom role?
Users assigned to a deleted role are automatically moved to the Sales Rep role. You can then reassign them to another role from the Team page.
Can I restrict a Sales Rep to see only their own records?
The built-in Sales Rep role already limits visibility to the user's own records. If you create a custom role and want the same restriction, contact Vedain support — own-records-only is a flag on the role level.
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