# Create and assign custom roles

Create a custom role, optionally duplicate an available role, and assign the result to a member.

URL: https://help.substy.ai/en/articles/create-and-assign-custom-roles
Language: en

Open Team, then Roles, to create a custom role when Add role is available. After creating it, assign it from Members or select it when sending an invitation.

## Create a custom role

![Create a new role panel with role details, Personal and Agency-wide data scope options, and permission controls.](https://assets.substy.ai/helpdesk/roles-permissions/2026-07-20-create-custom-role-f37d95ee.jpg)

1.  Open Team, then Roles. If Add role is available, choose it to open Create a new role.
    
2.  Enter a unique role name, choose a color, and optionally add a short description.
    
3.  Under Data scope, choose Personal or Agency-wide based on how broadly the role should see team data.
    
4.  Select at least one readable action choice for the role, then choose Create role.
    

## Start from an existing role

When Duplicate is available on a role you are allowed to manage, use it to start a copy. Rename the copy, review its data scope and action choices, then create it.

## Assign the role

-   For an existing member, open Members and choose the new role in that member's role control when it is available.
    
-   For a new member, select the available role while sending the invitation.
    

If Add role, Duplicate, or assignment controls are unavailable, ask the workspace owner to review your access.