> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.prospeo.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Create a Custom Role

# How to Create a Custom Role
Create a custom role with a specific set of permissions, then assign it to team members to control what they can access.
### Before You Start
Before you can assign a custom role, you'll need a team member to assign it to. If you haven't added anyone yet, see [How to Invite Team Members](https://help.prospeo.io/en/article/how-to-invite-team-members-1xd9wzy/).
Custom roles are managed from the **Team Management** page. To access it, go to your **Dashboard → profile icon → Team management**, or use the **left sidebar → Team management**. You can also go directly to [app.prospeo.io/team?tab=roles](https://app.prospeo.io/team?tab=roles).
### Steps
1. On the **Team Management** page, click the **Roles** tab, then click **Create role** in the top right.
![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/screenshot-2026-06-19-at-40050_190ns4i.png =1018xauto)
2. Enter a **Role name** (for example, "Sales Manager").
![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/2_19s4bk5.png =1026xauto)
3. Under **Permissions**, toggle on the categories and check the specific permissions you want this role to have. You can also click **Allow all** to grant every permission at once.
![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/3_1b08vfr.png =1118xauto)

###### **The available permissions are grouped into the following categories:
**
**FINANCE & BILLING**
Billing
* **View billing** — Allows viewing billing details, invoices, and subscription information
* **Manage billing** — Allows modifying billing settings, upgrading plans, and managing payment methods
![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/screenshot-2026-06-19-at-11335_izztj4.png =1136xauto)


**DEVELOPER & API**
API
* **View API keys** — Allows viewing existing API keys and their details
* **Create API keys** — Allows generating new API keys for programmatic access
* **Delete API keys** — Allows revoking and deleting existing API keys
* **View API usage** — Allows viewing API usage statistics and rate limit information
* **View & download API logs** — Allows viewing and downloading API request logs
![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/4_1psyo1n.png =1140xauto)

**INTEGRATIONS**
Integrations
* **Connect/disconnect integrations** — Allows connecting and disconnecting third-party integrations
* **Push to CRM** — Allows pushing contact data to connected CRM systems
* **Manage push settings** — Allows configuring field mappings and push settings for integrations
* **View push logs** — Allows viewing logs of data pushed to integrations
![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/41_vjex2n.png =1152xauto)

**ENRICHMENT & SEARCH**
CRM Enrichment
* **Start CRM enrichment** — Allows starting CRM enrichment jobs to enrich existing CRM data
* **View team CRM enrichment history** — Allows viewing the enrichment history of all team members
* **Configure auto CRM enrichment** — Allows setting up automatic CRM enrichment rules

CSV Enrichment
* **Start CSV enrichment** — Allows uploading and enriching CSV files with contact data
* **View team CSV enrichment history** — Allows viewing CSV enrichment history for all team members

Search
* **Run person search** — Allows running people search queries to find contacts
* **Run company search** — Allows running company search queries to find organizations
* **Export search to CSV** — Allows exporting search results to CSV files
* **View team export history** — Allows viewing search export history for all team members

Lists
* **Create lists** — Allows creating new contact lists
* **View team list stats** — Allows viewing statistics of lists created by other team members
* **Modify team lists** — Allows editing and modifying lists created by other team members
* **Delete team lists** — Allows deleting lists created by other team members
![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/42_yq1gpe.png =1112xauto)

**ADMINISTRATION**
System Logs
* **View system logs** — Allows viewing system activity logs for the team

Team members
* **Invite team members** — Allows sending invitations to new team members
* **Remove team members** — Allows removing existing members from the team
* **Set member credit limits** — Allows setting credit usage limits for team members
* **Force logout team members** — Allows forcing a team member to log out of all sessions

Roles & Permissions
* **View roles** — Allows viewing the list of roles and their permissions
* **Create roles** — Allows creating new custom roles with specific permissions
* **Edit roles** — Allows modifying the name and permissions of existing roles
* **Delete roles** — Allows deleting custom roles from the team
* **Assign roles** — Allows assigning roles to team members

Team MFA
* **Manage team MFA** — Allows managing multi-factor authentication settings for the team
![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/43_t4s0mn.png =1128xauto)

4. Once you've selected the permissions for this role, click **Save**.
![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/5_1ir83uj.png =1065xauto)
5. Your new role will now appear under **Custom Role** on the **Roles** tab, where you can **Edit role** or delete it at any time.
![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/6_1ve5ptg.png =1102xauto)
### Assigning a Custom Role to a Team Member
You can assign a role when you first invite a team member (see [How to Invite Team Members](https://help.prospeo.io/en/article/how-to-invite-team-members-1xd9wzy/) for the invite process), or set and update it at any time afterward. To assign or change someone's role, go to the **Team members** tab and select the dropdown box beside their name, then choose the role.![](https://storage.crisp.chat/users/helpdesk/website/-/f/8/3/5/f835425519a84000/gif1-ezgifcom-resize_tw4lzl.gif)
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### FAQs

###### What's the difference between a System Role and a Custom Role?
System Roles (like Admin and Member) are built into Prospeo and can't be edited. Custom Roles are ones you create with your own specific set of permissions.

###### Can I edit a custom role after creating it?
Yes. Go to the **Roles** tab, find the role under **Custom Role**, and click **Edit role** to change its name or permissions.

###### Who can create custom roles?
Team members whose role includes the **Create roles** permission under Roles & Permissions, such as an Admin.

###### Do I need to assign permissions one by one?
No. You can toggle an entire category on, or use **Allow all** to grant every permission, then uncheck any you don't want.

###### Can I assign a custom role to multiple team members?
Yes. The same custom role can be assigned to as many team members as you like. Just repeat the assignment process from the **Team members** tab for each person.