> For the complete documentation index, see [llms.txt](https://bundus.gitbook.io/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://bundus.gitbook.io/help/team/create-a-custom-role.md).

# Create a custom team role

Create a custom role when the built-in Admin, Finance, Operations, and Viewer roles do not match a team member's responsibilities.

### Create the role

1. Open **Settings** from the left menu.
2. Under **Workspace**, select **Team**.
3. Select the **Roles** tab.
4. Select **Create role**.
5. Enter a clear role **Name** and **Description**.
6. Under **Permissions**, select only the access this role needs.

![The Booking Coordinator role showing its name, description, and selected booking permissions](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-4e62061219eb39abe5d2a17c9b354c9ec78ec9ae%2F01-role-details-and-permissions.jpg?alt=media)

Permissions are grouped by area, including Bookings, Clients, Inventory, Invoices, Quotes, Settings, and Website. Each permission includes a short explanation of what it allows.

7. Use **All read** within an area when the role should be able to view everything in that area.
8. Use **All write** only when the role should also be able to make all available changes in that area.
9. Review every selected permission, then select **Create role**.

### What happens next

Bundus returns to the roles list. The new role shows how many permissions it contains and is available when you invite or update a team member.

![The Roles tab showing the saved Booking Coordinator role with four permissions](https://1239150628-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0xEFjtRHcsV7HPwU6C74%2Fuploads%2Fgit-blob-3b8a7c09c008be3eba71d0bf42e5b73dc03c783f%2F02-role-saved.jpg?alt=media)

> **Access principle:** give each role the least access needed for its work. Pay particular attention to financial, billing, team-settings, and delete or correction permissions.

### Related guides

* [Invite a team member](/help/team/invite-a-team-member.md)


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