What is the difference between built-in roles and custom roles?

Administrators and Users are the two built-in roles included with every account. SiteConnect manages what these roles grant, so you can't rename them, change their permissions or delete them.

A custom role is one you create yourself, choosing the permissions it needs. Use custom roles when Users doesn't provide enough access, but Administrators would give someone more access than their work requires.

At a glance

For	Company Administrators and anyone holding the RBAC Roles permission
Platform	Web Portal - Roles and permissions are not managed in the mobile app.
Applies to	All regions
Time to Read	About 2 minutes
You'll understand	• What the Administrators and Users built-in roles give you automatically, and why you can't change them. • When to build a custom role instead. • How many roles someone can hold at once.

The two built-in roles

Administrators has full access to everything your subscription includes.

Users is the baseline role every new employee receives. By itself it grants no web portal features, apart from access to a person's own profile and personal items such as forms.

Note

To make sure your account can always be managed, keep at least one person in the Administrators role and at least one person with permission to edit RBAC roles. SiteConnect blocks any change that would leave the account without either.

Custom roles

A custom role contains the permissions you choose for it. A person can hold any number of custom roles alongside their base role, and their access is combined across all of the roles they hold.

Comparing the three

	Administrators	Users	Custom role
What it grants	Everything your subscription includes	Nothing beyond your own profile and personal items	Exactly the permissions you tick
Can you change it	No, SiteConnect manages it	No, SiteConnect manages it	Yes. You create, edit and delete it
How it is assigned	One of the two possible base roles	Default base role for new employees	Any number can be assigned

Next recommended step

Create a custom role for anyone who needs to work in the portal but shouldn't have full access.

Next article: How do I create a custom role?