Create a custom role

Create a custom role on the Roles tab when the built-in roles don't fit. It Starts with the five work permissions — jobs, contacts, estimates, invoices, schedule. Adjust after creating.

Create a role

1. Open Settings → Team & roles, then the Roles tab.
2. Press New role on the web, or tap Create a role in the Zaras app.
3. Enter its name under Name (Role name in the app).
4. Press Create on the web, or tap Create role in the app.
5. Switch permissions on or off under Permissions.
6. Press Save changes.

What you see

Role created confirms it, and the role joins the list. Then give it to a member.

Rename or delete a role

Select the role and press Rename. Delete role asks which role its members move to. This can't be undone. Built-in roles can't be deleted.

A switch is locked

The switch says why: You can't edit your own role., The Owner role can't be edited., or You can't grant a capability you don't hold yourself.

Who can do this

It needs Manage roles, held by owners and admins by default. Others ask an owner or admin.