System roles
Predefined roles that come with HeyMilo. You can’t edit them, but you can duplicate one to use as a starting point for a custom role.
Click View permissions on any role to see exactly what it can do.
Role summary
Create a custom role
Custom roles let you give people exactly the access they need — like a hiring manager who reviews candidates but can’t change billing.1
Go to Settings → Roles
2
Click Create your first custom role
Or duplicate a built-in role using the copy icon on any system role card.
3
Name your role and configure permissions
Enter a Role Name (for example, Hiring Manager) and Description. Expand each permission category to select what this role can access.
4
Click Create Role
Assign the custom role to teammates from the Team page.
Permission categories for custom roles
When building a custom role, permissions are grouped into these categories:
Each category shows how many permissions are selected (for example, 0/4). Expand a category to toggle individual permissions on or off.