How to add and manage custom roles

ProofHub offers a flexible role management system to help you control access and permissions for team members. While there are three default roles (Owner, Admin, and Normal User) that cannot be customized, you have the option to create custom roles tailored to your specific needs.

Default roles overview

• Owner: Manages all projects (create, edit, delete), controls user access (admin/user), sees all projects, and has unrestricted access to private items (tasks, notes, timesheets). The Owner is the administrator with full control.
• Admin: Users with administrative privileges, but not the same level of control as the Owner.
• Normal user: Standard users have access to their assigned tasks and projects but limited administrative capabilities.

Add custom roles

1. Manage section: Select the “Manage” section and select “Custom roles“.
   
2. Click on the “Add” button.
   
3. In the add role window, enter the role title and a description
   
4. Click on the “Add” button.

Create a copy

1. Right-click or click on the three dots and select “Create a Copy”.
   
2. In the copy window, rename the role title if necessary.
   
3. Click “Ok“.

Delete custom role

1. Right-click or click on the three dots and select “Delete”.
   
2. Assign another role: In the confirmation window, select the new role you want to assign to the users currently holding the role you are deleting.
   

Note: ProofHub keeps items in the “Trash” for 15 days. Restore them easily by going to Trash. For detailed instructions on restoring deleted items from the trash, please refer to Trash.