Coding agent documentation index Fetch the complete documentation index at: https://docs.worklittle.com/docs-agent-manifest.json Use this file to discover all available pages before exploring further.

Custom roles

Custom roles let you pick, page by page, what each teammate can see and do.

Sometimes no preset role fits. Maybe a hiring manager should see candidates but not pay, or a bookkeeper should see billing and nothing else. A Custom role lets you switch on exactly what each person can do.

Set it up

1. Open Organization. 2. Open the person's role menu and choose Custom at the bottom. You can also pick Custom when you Invite people. 3. Switch on what they need, page by page. 4. Tap Save.

Close the sheet without saving and nothing changes.

Examples

| Who | Switch on |
| --- | --- |
| Hiring manager | **View candidates**, **Add notes**, **Manage candidates**, **View jobs** |
| Bookkeeper | **View billing**, **Manage billing** |
| Shift lead | **View employees**, **Manage team calendar** |
| Developer | **View API keys**, **Manage API keys**, **Manage webhooks** |

It keeps things sensible

- Turn on a "manage" switch and the matching "view" switch turns on too. You cannot edit what you cannot see. - Turn off a "view" switch and everything that depends on it turns off. - Organization has four levels: None, View, Edit (company profile and branding), or Full access (also invite, remove, and change roles). - Switch everything on and the person simply gets Full access.

Every option is listed in Roles and permissions.