> ## Documentation Index
> Fetch the complete documentation index at: https://docs.carousify.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and permissions

> Built-in roles, the approval gate, and how to build custom roles for your workspace.

Every member of a workspace acts under a **role** — a named bundle of permissions. Carousify ships with four built-in roles and lets you create your own with granular permission toggles for teams that need something tighter or looser.

Open **Manage Workspace › Roles** to see them.

<img src="https://mintcdn.com/carousify-c7aa6aca/lQJMdr8NKPMdMDxY/images/workspaces/roles-list.png?fit=max&auto=format&n=lQJMdr8NKPMdMDxY&q=85&s=ceb99052505eba4e60ee939406efb873" alt="Roles & Permissions page listing Owner, Admin, Client, and Member with Requires Approval toggles" className="rounded-xl border" width="3024" height="1618" data-path="images/workspaces/roles-list.png" />

## Built-in roles

| Role       | What they can do                                                                                                                                             |
| ---------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Owner**  | Full system access. Manages team, roles, billing, and workspace settings. Created automatically with the workspace and can't be removed.                     |
| **Admin**  | Everything except ownership transfer — manages team, roles, integrations, brand kits, and content.                                                           |
| **Member** | Creates and edits content, manages brand kits, views analytics. The default for writers, designers, and editors.                                             |
| **Client** | View-only — sees published content, brand kits, and basic analytics. Can't create or edit anything. The right role for the brand owner you're producing for. |

## The approval gate

Each role has a **Requires Approval** toggle on the roles table. Turn it on and any post a member of that role schedules or publishes lands in **Pending Approval** instead of going live — an Admin or Owner has to sign off first.

This is how Carousify's [approval workflow](/workspaces/approval) is wired. Requires Approval is **off** for every role by default — turn it on for the roles you want to gate (typically **Member**, so writers ship to a queue an Admin signs off on). **Client** is view-only, so the toggle has no effect there.

Toggle it from the roles table any time. The change applies to *future* posts — anything already scheduled keeps its existing approval state.

## Create a custom role

If the four built-ins don't fit, click **Create New Role** in the top right.

<img src="https://mintcdn.com/carousify-c7aa6aca/lQJMdr8NKPMdMDxY/images/workspaces/create-role-modal.png?fit=max&auto=format&n=lQJMdr8NKPMdMDxY&q=85&s=5cf34327d6de5cbad1cd173d7405f18e" alt="Custom Roles dialog with Role Name, Role Icon picker, Description, and Basic Permissions" className="rounded-xl border" width="3024" height="1618" data-path="images/workspaces/create-role-modal.png" />

<Steps>
  <Step title="Name the role">
    Pick a name your team will recognize — *Editor*, *Junior Writer*, *Approver*.
  </Step>

  <Step title="Pick an icon">
    Choose from admin, editor, approver, viewer, analyst, manager, contributor, or guest. Purely cosmetic — shows up next to the role on the team list.
  </Step>

  <Step title="Add a description">
    One-liner so future Admins know what the role is for.
  </Step>

  <Step title="Set permissions">
    The dialog opens with a sensible default set. Click **Show advanced** to see every individual permission toggle.
  </Step>
</Steps>

### The permission checklist

**Show advanced** opens five permission groups:

<img src="https://mintcdn.com/carousify-c7aa6aca/lQJMdr8NKPMdMDxY/images/workspaces/create-role-permissions.png?fit=max&auto=format&n=lQJMdr8NKPMdMDxY&q=85&s=0760cacf12a4dae560753949dac853ea" alt="Advanced permissions panel showing User Management, Content Management, Integrations, Templates, and Brand & Workspace permission groups" className="rounded-xl border" width="3024" height="1618" data-path="images/workspaces/create-role-permissions.png" />

| Group                  | Permissions                                                                                                      |
| ---------------------- | ---------------------------------------------------------------------------------------------------------------- |
| **User Management**    | Add User, Remove User, Add Admin, Remove Admin                                                                   |
| **Content Management** | Schedule Post, Publish Post, View Scheduled Posts, View Published Posts, Approve Posts, Edit Drafts, Add Clients |
| **Integrations**       | Add LinkedIn, Remove LinkedIn                                                                                    |
| **Templates**          | Create Template, Edit Template, Delete Template                                                                  |
| **Brand & Workspace**  | Modify Workspace, Delete Workspace, Add Brand Kit, Edit Brand Kit                                                |

Use the **Quick select** buttons at the bottom to **Select All**, **Select None**, or reset to **Default**.

<Tip>
  The fastest way to build a custom role: pick the closest built-in as a mental starting point, hit **Default** to load it, then tick or untick the few permissions that differ. Naming a role *Editor without delete* is faster than re-checking 20 boxes.
</Tip>

Click **Create Role** when you're done. The role appears in the table immediately and shows up in the **Select Role** dropdown when you [invite a new member](/workspaces/invite-team).

## Edit or delete a role

Each role row has an **Actions** menu. Built-in roles can have their **Requires Approval** toggle changed but their permission set is fixed. Custom roles can be edited, duplicated, or deleted from the same menu.

<Warning>
  Deleting a custom role doesn't remove the people on it — they fall back to **Member** until you re-assign them. Re-assign first if you don't want anyone temporarily losing access.
</Warning>

## What's next

<Columns cols={2}>
  <Card title="Invite team members" icon="user-plus" href="/workspaces/invite-team">
    Send invites and assign one of these roles.
  </Card>

  <Card title="Approval workflow" icon="circle-check" href="/workspaces/approval">
    How Requires Approval routes posts through Pending Approval.
  </Card>

  <Card title="Manage clients" icon="briefcase" href="/workspaces/clients">
    Run a workspace for a client without sharing logins.
  </Card>

  <Card title="Workspace overview" icon="layer-group" href="/workspaces/overview">
    Where roles fit alongside brand kits, integrations, and members.
  </Card>
</Columns>
