Custom roles are reusable sets of permissions that you can assign to teammates in your Fin workspace. They make it simple to update permissions for a large group of people all at once.

Custom roles give you precise control over access to settings, reporting, Fin configuration, and more — going beyond the three default roles (Full Access, View Only, and No Access).

To create a new role, go to Settings > Teammates > Roles and click New role.

Enter a name and description for your role. The description should be clear for anyone using this role, so they can see exactly what it allows teammates to do in your Fin workspace.

For each role, you can decide whether they are given a Fin Copilot seat.

Next, select the permissions that teammates with this role will have.

Then save your new role.

To assign a role to a teammate, go to Settings > Teammates and click Edit when hovering on the teammate whose role you want to change.

From there, you can use the Role dropdown to select a new role and click Save changes to apply them.

To find a specific teammate, or see all teammates with a certain role, use the dropdown or search box above the list.

To edit or delete a role, go to Settings > Teammates > Roles and click the gear icon on the role you’d like to edit.

You can then adjust the permissions assigned to this role. Make sure you update the description for the role so it’s clear to your other teammates.

Click Apply changes to confirm the new permissions. These permissions will immediately apply to all teammates with the selected role.