# Create or change a custom role

Define a permission set for internal teammates in the business you have open.

Canonical: https://demo.qixcount.com/help/people-and-security/custom-roles

Who can do this: Business owners

Where: Settings, then People & access

You'll need: A unique role name; only custom roles can be changed, and deletion needs no assigned members or pending invitations

A custom role groups permissions for internal teammates. Only business owners can manage roles, even if another person has *Manage business settings, roles & permissions*.

## Create a role

1. Open **Settings**, **People & access**, **Roles**.
2. Select **Create Role**.
3. Enter a **Role Name** of up to 255 characters.
4. Optionally enter a **Description** of up to 500 characters.
5. Select at least one permission under **Permissions**.
6. Review any separation of duties messages.
7. Select **Create Role**.

![A custom role form with grouped permission choices](https://demo.qixcount.com/images/help/people-custom-role.webp)

The **Templates** buttons replace your selected permissions with the template’s selection. **View Only** selects only the permissions that let someone view a list or page. It leaves out review, approval and other action permissions. Check the resulting boxes before saving; this is a custom internal role and does not change someone to free viewer access.

## Change or delete a role

1. Return to **Roles**.
2. Select the pencil button titled **View/Edit** beside the role.
3. Change the name, description, or permissions.
4. Select **Update Role**.

After removing permissions from a role, review each assigned member's **Permission Overrides** on the **Roles** page. A permission previously granted through an invitation can remain selected as an additional override. Clear any unlocked permissions you intend to remove, then select **Save Overrides**. Do not assume the role edit alone removed that access.

System roles open for inspection but their fields cannot be changed. To delete a custom role, select its trash button titled **Delete** and confirm. QixCount blocks deletion while any current members or pending invitations use it. Reassign those members and cancel or replace those invitations first.

## What happens next

Creating a role does not assign it to anyone. [Invite someone](https://demo.qixcount.com/help/people-and-security/invite-someone) with that role or [change an existing member](https://demo.qixcount.com/help/people-and-security/manage-team-members).

The role form displays conflict warnings and disables its save button for error-level conflicts it detects. After saving, check the member results on the **Roles** page: the form's checks do not use the business's current rule list. See [separation of duties](https://demo.qixcount.com/help/people-and-security/separation-of-duties).

## Good to know

Changes update assigned members in this business, while their individual permission overrides remain.