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Custom Global Roles (Add-On)

Create custom global roles to grant tailored, organization-wide permissions beyond the three default roles.

Written by Rando Aljaste

What are Global Roles?

Global roles grant permissions across your entire organization, rather than being limited to a single project. Every Teamdash organization comes standard with three global roles — Administrator, Regular User, and Limited User — and admins can always edit their permissions (see User roles & customization).

With the Global Roles add-on, you can go further and create your own custom global roles beyond these three defaults — useful for organizations that need distinct organization-wide access levels tailored to specific job functions (for example, a "Finance Reviewer" role with view-only access across every project, or an "HR Operations" role with broader settings access than a Regular User but without full Administrator rights).

Creating a New Global Role

Navigate to Organization Settings → Roles, then select Create role → Global role. Enter a name for the role and select the appropriate permissions by category — Projects, Landings, Candidates, Job Profiles, Requisitions, and others.

Once you've created a new global role, assign it the same way you would any of the default roles. Navigate to Organization Settings → Users, then select Edit next to the relevant user. Under User administration, open the User role dropdown and select your new global role, then save your changes.

Administrative Permissions

As with the default roles, Administrative Permissions can be granted to any new global role from the bottom of the role settings screen. These permissions give access to organization-wide settings and system administration features, so we recommend granting them only to users responsible for managing Teamdash.

Need role flexibility within a single project instead? Project Roles are available to everyone and don't require this add-on — see User Roles & Customization for details.

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