Set what each role can do from settings

You can now change the default permissions for each role in your organisation from Settings → Role templates — no developer or deploy needed.

• Pick a role and turn individual permissions on or off, and choose whether each applies to a person’s own records or the whole organisation.
• Changes take effect for everyone in that role the next time they load a page.
• A “platform default” or “customised” label shows at a glance which roles you’ve changed, and you can reset any role back to the platform defaults in one click.
• The admin role always keeps every permission and can’t be edited, so you can never accidentally lock yourself out.
• Every change is recorded, so there’s always a trail of who changed what and when.