Maintain positions and custom roles

Status: draft content. Full workflow verification and key-step screenshots are pending.

Updated: 2026-11-06. Purpose: Maintain positions and custom roles。

Roles

OWNER / ADMIN；具体权限由服务端校验 / Server-enforced permissions

Before you start

Decide which job positions and permissions your team needs.

Entry: /team?tab=roles

Steps

1. Open Team → Positions, create a position and save its name.
2. Open Roles, choose New role, enter a name and select the required page and action permissions, then save.
3. Return to member editing and select an active role. Verify access using the target account.

Expected result

Members access the features granted to their assigned role.

Notes

Deactivating a custom role does not grant admin access. Viewing billing does not authorize payment.

Related guides

• Create departments and arrange their hierarchy
• Invite members with department and position assignments