> ## Documentation Index
> Fetch the complete documentation index at: https://docs.levelset.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Team & Access: Roles and permissions
> Add, rename and reorder roles, set dashboard access per role, edit what each level can do, and make custom levels
## Roles, levels and permission levels
Roles is where your organization's job titles become permissions. A **role** is a job title on the roster, such as Team Lead, and your organization defines its own. Each role has a **level**: its rank in the order from the top role down, shown as a number in the **Level** column where 0 is the top and a higher number is further down. Every role also has a **permission level** with the same name: the set of things anyone in that role can do on the dashboard. Change it and everyone in the role changes with it. A **custom level** is a permission level outside the role defaults, for particular people, and the **Permission Tier** asked for when you make one is the level it belongs to. An **admin level** is a permission level for logins that aren't tied to a roster role, such as office staff added with **Add someone**; Levelset creates Administrator 1, with the permissions of level 1, and Administrator 2, with the permissions of level 3.
What you can do on this page depends on the permissions your own role has; if a button described below is missing or disabled for you, [Who can do what](#who-can-do-what) names the permission.
## The Roles list
Open **Organization Settings > Team & Access > Roles**. Each row is one of your organization's roles, with its level number, its **Dashboard** box, how many people hold it, and **Edit permissions**. Hover the count to see it per store. Level 0 is the Operator, the top role.
Everyone in a role gets its permission level unless their panel in People names another level. You can change only roles below yours in the role order and their permission levels, so a role at or above yours shows no **Edit permissions** button.
## Edit what a role can do
Say a store wants its Team Leads to be able to see the Evaluations page.
1. Open **Team & Access > Roles** and click **Edit permissions** on the role: Team Lead.
2. Find a permission. Open a section, or type in the search box in plain words, for example "fire someone" or "see pay". Here, search "evaluations" and find **View Evaluations**.
3. Tick or untick it. It saves at once.
The line under the level dropdown at the top of the editor says how many people with a login it affects and, after a change, whose access changed. **Show who has this level** lists them. A permission that needs another one says so, for example **(requires View Dashboard)**, and ticking it turns that one on too.
A change applies to everyone on the level at once, at every store. To change what one person can do without touching their whole role, make a custom level instead.
## Make a custom level for specific people
1. Open **Team & Access > Roles** and click **Add custom level** under **Custom levels**.
2. Enter a **Permission Level Name**.
3. Pick the **Permission Tier**, the level the custom level belongs to. It starts from Levelset's default permissions for that level, not from your role's edited permissions.
4. Click **Create**, then **Edit permissions** on the new level to change it.
5. Open the person in **Team & Access > People** and pick the level under **Permission level**.
A custom level can be given only to people whose role is at that level. To delete one, click its trash icon and **Delete level**. If people are still on it, Levelset refuses up front with "N people are on this level. Move them to another level first."; a login whose access was removed but is still on the level also blocks it. If the delete fails for another reason, the level comes back with "Couldn't delete (name). It's back in the list." Admin levels are listed here and can't be deleted.
## Turn dashboard access on or off for a role
The **Dashboard** box decides whether people in the role can open the dashboard at all, separately from what they can do inside. Tick or untick it. A role nobody has set follows the default, shown as **Default: on for the Operator and the two levels below**. Click **Use default** to put a role back on it. The Operator always has the dashboard.
A setting on one person's panel in People wins over the role. See [People](/organization-settings/people#give-or-remove-dashboard-access).
## Add, rename or delete a role
| To | Do this |
| ---------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Add a role | Click **Add role** under the list. **New Role** appears at the bottom of the role order. Type its name in place |
| Rename a role | Click the name, type, and click away. It saves when you leave the field. Any role but the Operator's can be renamed |
| Change its color | Click the circle beside the name and pick a color |
| Delete a role | Click the trash icon. You can delete only roles below yours in the role order, and only once nobody holds the role, including people no longer active. Move them to another role first by changing the role on their roster record, even if they have left; see [Change someone's role](/roster-management/overview#change-someones-role) |
## Reorder roles
Drag a role by the handle on the left of its row to its new place. The level numbers follow the new order, and each role's permission level moves with it. Every role but the Operator has a handle, but a move that involves a role at or above yours is refused when it saves.
## Who can do what
If something described on this page is missing or disabled for you, this table names the permission behind it, as it is written in Levelset's permissions editor.
| If you notice this | The permission behind it |
| ----------------------------------------------------------------------------------- | ------------------------------------------------------------------ |
| **Roles** is missing under **Team & Access** | Roles > View Roles, or Permissions > View Permissions |
| No drag handles, no **Add role**, and the **Dashboard** boxes are disabled | Roles > Manage Roles |
| No **Edit permissions** buttons and no **Custom levels** | Permissions > View Permissions |
| The permissions editor opens but nothing can be ticked, and no **Add custom level** | Permissions > Manage Permissions |
| No **Edit permissions** on one particular role | That role is at or above yours in the role order; not a permission |
To give a permission to a whole role, someone whose role is above it opens this page, clicks **Edit permissions** on the role, and ticks it. That changes everyone in the role at every store. For one person only, they make a custom level here and pick it in the person's panel in [People](/organization-settings/people#change-someones-permission-level).
## Common questions
You can edit only the permission levels of roles below yours. Roles at or above yours in the role order show no button.
Their **Permission level** in People is a custom level, which doesn't follow the role. Either tick the permission on that custom level, or set them back to **Role default**.