> ## Documentation Index
> Fetch the complete documentation index at: https://help.sweeply.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage roles and permissions

> Control which Sweeply resources and actions each team member may access.

Roles control product access inside one company. Assign the least access a person needs for their work and review roles when responsibilities change.

## Built-in Account Admin

The **Account Admin** role has access to all company resources and actions. Use it for the small number of people responsible for company-wide setup, access, legal acceptance, billing, and integrations.

## Custom roles

Create a custom role when a group of users needs the same resource and action permissions. Examples include planner, office operator, field worker, or finance administrator.

<Steps>
  <Step title="Open Roles">
    Go to **Settings** > **Roles**.
  </Step>

  <Step title="Create or edit a role">
    Give the role a clear responsibility-based name.
  </Step>

  <Step title="Select permissions">
    Enable only the resources and actions required for that responsibility. Read, create, update, and delete access may be controlled separately.
  </Step>

  <Step title="Assign the role">
    Open the relevant member and select the role.
  </Step>

  <Step title="Verify the result">
    Confirm that the member can reach required areas and cannot perform unrelated administrative actions.
  </Step>
</Steps>

<Note>
  Planning has its own permission. Access to **Planning** can show the members, availability, and visits required for planning without granting general access to every related resource elsewhere.
</Note>

<Warning>
  Removing or changing a member's role changes future access. It does not erase actions or order activity already attributed to that member.
</Warning>