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Custom Roles ProThis feature requires the Pro plan

Custom roles let you define reusable permission sets that go beyond the built-in Admin, Manager, and Staff roles. Create a role once, then assign it to as many team members as you need.

Creating a Custom Role​

  1. Click Settings in the sidebar.
  2. Select Team from the settings menu.
  3. Click the Roles tab.
  4. Click + Create custom role.
  5. Enter a Role name (e.g., "Guide", "Bookkeeper", "Inventory Manager").
  6. Select the permissions this role should have. Permissions are grouped by category:
    • Bookings -- view, create, edit, cancel, delete, payments, refunds, fulfillment
    • Products -- view, create, edit, delete, inventory, workshop, categories
    • Experiences -- view, create, edit, delete, categories
    • Customers -- view, create, edit, delete, export
    • Staff -- view, manage, schedules
    • Waivers & Forms -- view, manage
    • Surveys -- view, manage, analytics
    • Promotions -- view, manage
    • Campaigns -- view, manage
    • Reports -- overview, revenue, rentals, experiences, customers, inventory, export
    • Calendar -- view
    • Settings -- various settings pages
    • Dashboard -- revenue visibility
    • Barcodes -- view, manage, scan
    • AI Assistant -- access, settings
  7. Use Select All or Deselect All for quick bulk changes.
  8. Click Create.

The Roles tab showing built-in roles and custom roles

Assigning a Custom Role​

Once you have created a custom role, you can assign it to team members:

  1. Go to Settings > Team.
  2. Click + Add team member (for new members) or Edit (for existing members).
  3. Select Custom as the role.
  4. Choose the custom role from the Custom Role dropdown.
  5. Click Update.

Editing a Custom Role​

  1. Go to Settings > Team, then click the Roles tab.
  2. Click Edit next to the role you want to change.
  3. Adjust the permissions as needed.
  4. Click Update.

Changes apply immediately to all team members who are assigned that custom role.

Deleting a Custom Role​

  1. Go to Settings > Team, then click the Roles tab.
  2. Click Delete next to the role.
  3. Confirm the deletion.
caution

You cannot delete a custom role that is currently assigned to team members. Reassign those team members to a different role first.

Custom Roles vs. Individual Permissions​

EquipDash supports two ways to customize access:

ApproachBest for
Custom RoleReusable permission sets shared by multiple team members (e.g., all guides get the same access)
Individual Permission OverridesOne-off adjustments for a specific team member (see Managing Permissions)

Individual permission overrides take priority over custom role permissions.