Roles allow staff users to change a user's group and team, but restricts the staff user to only Roles they have permission to grant. (e.g. Business Admin cannot grant someone Admin access). You can access your system's roles by expanding People and Companies in the left pane of the system, and then clicking the Roles table. Roles are associated with teams and groups, so adding or removing a role will also add adds or remove removes the user's group and team. This is why only a few groups are actually able to modify a user's role; by default, these groups generally include the admin groups of Admin, Admin Import, Business Admin, but can also include some relevant managerial roles. For example, the roles 1st Level Support and 2nd Level Support are available to the admin groups, as well as the Service Manager. You see a complete list of the groups that each role is available to by viewing the Roles record or by consulting the table in the Default Roles section.

The Role field is commonly referenced in actions and saved searches, in order to send emails to the right person or generate specific subsets of data. Roles also have a flag , called Uses Assigned License , which that links to the Employee table links to and refreshes on a rule after every save. 

Default Roles

Below are the default roles . You can delete or add more roles by going to the Roles Table.how they appear in the out-of-the-box system's Roles Table, listed in alphabetical order. To list Roles in alphabetical order, click the Role Name column.