> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/administration/system-settings/roles.md).

# Roles

**Page Type:** Overview\
**Audience:** Super Admin, Admin\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last Verified:** 2026-04-03

## Purpose

Use the Roles area in **System settings** to review the available roles in Compassly and manage custom role configurations for your organization.

## What this section includes

The Roles section currently includes these guides:

* **View Role List** — open the Roles page and review the available system and custom roles.
* **View Role Details** — review the permissions and assigned users for a role.
* **Create Role** — create a new custom role.
* **Clone Role** — duplicate an existing role as the starting point for a new custom role.
* **Edit Role** — update the name, permissions, status, or assigned users for a custom role.
* **Delete Role** — permanently remove a custom role.

## Before you start

* You must be able to sign in to Compassly.
* You must have access to **System settings**.
* Some role actions are limited by your own role.
* Built-in **System** roles have fixed permissions and cannot be manually edited or deleted.

## How to get there

1. Log in to Compassly.
2. In the left navigation, select **System settings**.
3. Select **Roles**.

## What you can do here

Depending on your role, you may be able to:

* view the list of roles
* open role details
* create a custom role
* clone a role
* edit a custom role
* delete a custom role

## Role differences

* **Super Admin:** Can view, create, edit, clone, and delete custom roles.
* **Admin:** Can view, create, edit, and clone roles, but cannot delete roles.
* **Supervisor, Clinician, Basic:** Do not have access to the Roles section based on the current permissions matrix.

## What happens next

After you open the Roles section, choose the task guide that matches what you need to do next.

## Related guides

* [How to View the Role List](/compassly-docs/administration/system-settings/roles/view-role-list.md)
* [How to View Role Details](/compassly-docs/administration/system-settings/roles/view-role-details.md)
* [How to Create a Role](/compassly-docs/administration/system-settings/roles/create-role.md)
* [How to Clone a Role](/compassly-docs/administration/system-settings/roles/clone-role.md)
* [How to Edit a Role](/compassly-docs/administration/system-settings/roles/edit-role.md)
* [How to Delete a Role](/compassly-docs/administration/system-settings/roles/delete-role.md)


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