Create and manage roles

Open Company → Team Management and find Roles and permissions.

The role library shows saved company roles, system and default badges, the number of members assigned to each role, the number of selected permissions, and a permission matrix grouped by operational area.

Users who can view the team but cannot manage roles can inspect the role library in read-only mode.

PartGrid provides four system roles: Owner, Admin, Contributor, and Member. System roles are fixed. You can inspect their permission coverage, but you cannot rename, edit, or delete them.

Review the permission matrix for the exact access included in each system role.

You need permission to create and edit roles.

Permissions are grouped into Company, Team, Roles, Workspace, and Platform. Use Select all or Clear within a group to adjust several related permissions at once.

Select a custom role from Saved roles, change its name, description, default status, or permissions, and then select Save role. Use Reset changes to discard unsaved edits and restore the currently saved role.

Changes to a role affect members who are assigned to that role.

Select the custom role and choose Delete. A role cannot be deleted when it is a system role, is still assigned to one or more team members, or is still assigned to a pending invitation.

Reassign affected members and stop using the role for pending invitations before deleting it.

Role creation and role assignment are separate permissions. Someone may be allowed to maintain the role library without being allowed to assign roles to members, or vice versa.

Assign existing members from their member cards in Team Management. Choose the required role and select Save.