This article explains how clients can create custom group roles on Deel.
We offer several pre-defined group admin roles with set permissions and restrictions, but if more flexibility and precision are needed clients can customize their group members' roles and permission levels.
In this article:
How to Create a Custom Role
✅ Step 1 - Create Custom Roles
On the home page, select the Organization Settings icon and click View for the Access Management card. In the Roles & Permissions tab, click Create Custom Roles.
✅ Step 2 -Define the scope of role
In the Create your own card, click Create custom role.
Admins must first define the access scope for the custom role they will create
By group: Allow the custom role to access specific groups only.
It's possible to load existing roles as templates to pre-fill permission levels by clicking Use template for the selected option.
✅ Step 3 - Configure Permissions
Click the pencil icon to begin configuring the role permissions for:
- People & Contracts
- Tracker
- Time off requests
- Payroll & Payments
- Documents
- Custom Fields
- Analytics & Reports
- Taxes
- Services
- Group Settings
- Other Settings
✅ Step 4 - Name and review
Name the custom role that was created and add an additional description.
Click Create Custom Role.
Clients can now assign group members to the role.
✅ Step 5 - Assign group members to custom role
In the Access Management tab select the Admins tab and assign group members.
Org admins can preview the behavior of a custom role by navigating to Admin Roles under the Roles & Permissions card, clicking the three vertical dots next to the role, and selecting Simulate.