Custom roles let you build permission sets that match your reality. Need a 'Hours Auditor' who can view and edit logs but not manage events? Create it in under a minute.
The 12 permissions
- View dashboard — see the org dashboard and widgets.
- View reports — access the report builder (read-only).
- Export reports — download reports as Excel/PDF.
- View service logs — see volunteer hour submissions.
- Verify service logs — approve or reject pending logs.
- Edit verified logs — modify already-approved hours (audit-trailed).
- Manage events — create, edit, and delete events.
- Manage groups — create and modify volunteer groups.
- Manage custom fields — add/edit profile and log custom fields.
- Invite users — send join invitations to new team members.
- Manage roles — create, edit, and assign roles (Owner-only by default).
- Manage billing — view and change subscription, payment, and invoices.
Creating a custom role
- 1
Open Settings → Roles
Only Owners see this section.
- 2
Click New Role
Or click Duplicate on an existing role to start from a template.
- 3
Name it clearly
Use descriptive names: 'Hours Auditor', 'Event-Only Manager', 'Read-Only Reporter'.
- 4
Toggle permissions
Check the permissions this role should have. Unchecked permissions are denied.
- 5
Save
The role is immediately available to assign to team members.
Duplicate the Manager role and remove what you don't need — it's faster than building from scratch. Most custom roles are 'Manager minus something.'
Create a 'Teacher' custom role with: View dashboard, View service logs, Verify service logs. This gives teachers what they need to manage their students' hours without exposing billing or org-wide settings.