What Are Custom Role Types?
Tacklit includes a set of locked base roles (e.g. SuperUser) that cannot be edited.
Custom Role Types let you:
Start from one of these base roles
Adjust what users can view, action, or not access at all
Apply the custom role to existing or new team members
Step 1: Navigate to Roles and Permissions
Go to Control Panel
Select Roles and Permissions
You’ll see:
The top three locked roles (base roles)
Any custom roles you have already created
Step 2: Create a New Custom Role Type
Click Add Custom Role (top right)
Enter:
Role name (e.g. SuperAdminLead)
Short description (required)
Step 3: Choose a Base Role
Select a Base Role (e.g. SuperUser)
This determines the maximum level of access
For example, SuperUser has access to everything by default
You will now tailor permissions by removing or limiting access
Step 4: Configure Permissions
For each area, you can choose one of three options:
Action – user can view and create/edit
View – user can only view
Off – user cannot see this area at all
Example configuration:
Client profiles: Full access
Notes: View only
Templates & forms configuration: Off
Control Panel access: Off
This is ideal when you want someone involved in client work, but not system configuration.
Step 5: Save the Custom Role
Confirm the role name and description
Click Save
The new role will now appear in your Roles list
Step 6: Assign the Role to an Existing Team Member
Go to Teams
Select the team member
Click Actions → Update Permission
Choose your custom role
Confirm the change
The user will immediately move onto the new permission set.
Step 7: Assign the Role to a New Team Member
Go to Teams
Click Add New Teammate
Enter the user’s email address
Select:
A fixed base role or
One of your custom role types
Complete the invite
The new team member will be created with those permissions applied.
Summary
Custom Role Types give you fine-grained control over who can access, view, or manage different parts of Tacklit. They are especially useful for senior practitioners, leads, or admins who need access to client information without full system control.
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