> ## Documentation Index
> Fetch the complete documentation index at: https://docs.relyant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles

> See how many people hold each role, set each role's apps and permissions, and create your own roles

> [!NOTE]
>
> **Required role:** permission to manage members, usually **Owner** or **Admin**. Creating or editing your own roles is included in Pro.

Everyone in your school has one role. A role decides what a person can do and which apps they see. To change one person's access, give them a different role.

## Open roles

In the Admin console, go to **Team Members** and click the **Roles** tab. A bar at the top shows how many people hold each role. The list below shows each role with:

| Column | Shows |
| - | - |
| **Role** | The role's name and what it's for |
| **Apps** | **All apps**, or which apps are on for the role |
| **People** | How many people hold the role |

Every school has these built-in roles:

| Role | What it allows |
| - | - |
| **Owner** | Everything, including billing |
| **Admin** | Everything except billing |
| **Staff** | Create and work on records in the apps they have |
| **Requester** | Submit and follow their own requests |

**Support coordinator** and **HR admin** also appear while someone holds them. Parents aren't a role: they get access through the children linked to them.

## Set a role's apps and permissions

Click a role to open it. The **Access** tab lists every app with what the role can do there, such as **Can do 8 of 24** followed by the areas it covers. **Across apps** covers permissions that aren't tied to one app.

1. Use the switch next to each app to turn it on or off for this role.
2. Click an app's row to open its permissions in a panel. Each permission reads as a sentence. Use **All**, **Allowed**, and **Not allowed** to filter the list.
3. On a role you made, use the switch next to each permission, or click **View only**, **Allow all**, or **Clear** to set them all at once. Click **Done** to close the panel.
4. Click **Save** in the bar at the bottom. Apps and permissions save together. When you turn an app off for people who hold the role, a dialog asks you to confirm.

People with the role stop seeing an app you turn off. People in other roles are not affected, and records they already created stay as they are. The role keeps its permissions for that app, so turning it back on restores the same access.

Owners and admins always have every app your school has turned on. An app turned off for the whole school shows **Off for the whole school in Apps settings**. See [Apps & features](https://docs.relyant.app/organization/apps-and-roles.md). In Education, what people can do comes from each person's own **Education role**.

Built-in roles can't be edited. Their permissions panel shows a tick or a cross next to each permission and is marked **Read only**. Click **Duplicate** to make your own copy. Only owners can duplicate **Owner**.

## Create a role

**1. Click New role**

On the **Roles** tab, click **New role**. You can also click **Duplicate** in a role's actions menu.

**2. Name it**

Enter a **Name**. Use letters, numbers, dashes and underscores. People see this name.

**3. Pick a starting point**

Under **Start from**, pick a role to copy its apps and permissions, or **Nothing: start empty**.

**4. Set its apps and permissions**

Under **Apps and permissions**, switch on the apps this role sees. Click an app to choose what the role can do there.

**5. Save**

Click **Create role**. You can change its apps and permissions later on the **Access** tab.

To rename or delete a role you made, use its actions menu. Renaming keeps everyone on it. Deleting it moves its people to **Staff**.

## Give people a role

Open a role and click the **People** tab.

* Click **Add people** and pick someone. They move to this role from their current role.
* Click **Change role** next to someone to give them a different role.

You can also change a person's role on their page or pick it when you invite them. See [Manage roles and permissions](https://docs.relyant.app/organization/members/manage-roles-and-permissions.md).

> [!NOTE]
>
> Education keeps its own role for each person. See [Education roles and permissions](https://docs.relyant.app/edu/settings/roles-and-permissions.md).

## Next steps

> [card] [Manage roles and permissions](https://docs.relyant.app/organization/members/manage-roles-and-permissions.md)
>
> Change one person's role.

> [card] [Invite a member](https://docs.relyant.app/organization/members/invite-a-member.md)
>
> Invite people with a role.


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