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

> View system roles, inspect permissions, and create custom roles for your workspace.

# Roles

Open **Settings → Roles** under **Workspace**.

<Frame>
  <img src="https://mintcdn.com/heymilo/0CJVZDz1Dj3InMZK/images/settings-roles.png?fit=max&auto=format&n=0CJVZDz1Dj3InMZK&q=85&s=4661fcc1f034f847a69be00fec298c57" alt="Roles settings page showing built-in Admin, Recruiter, and Viewer roles" className="mx-auto" style={{ width: "95%" }} width="1024" height="695" data-path="images/settings-roles.png" />
</Frame>

Manage roles and permissions for your team members.

## 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.

| Role          | Who it's for                                                                   |
| ------------- | ------------------------------------------------------------------------------ |
| **Admin**     | Full access — settings, billing, team, interviewers, and candidates            |
| **Recruiter** | Day-to-day hiring — manage interviewers, candidates, and interviews            |
| **Viewer**    | Read-only — good for hiring managers who need to review without making changes |

Click **View permissions** on any role to see exactly what it can do.

### Role summary

<details>
  <summary><strong>Admin</strong></summary>

  Full access to the workspace. Can create, edit, and delete interviews, templates, candidates, and settings.
</details>

<details>
  <summary><strong>Recruiter</strong></summary>

  Can view and edit interviewers, candidates, and interviews, but can't delete workspace-wide settings. This is the go-to role for recruiters running day-to-day hiring.
</details>

<details>
  <summary><strong>Viewer</strong></summary>

  Read-only access. Can view interviews, candidates, and templates but cannot make changes. Useful for hiring managers and stakeholders who need visibility without edit access.
</details>

## 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.

<Steps>
  <Step title="Go to Settings → Roles" />

  <Step title="Click Create your first custom role">
    Or duplicate a built-in role using the copy icon on any system role card.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Click Create Role">
    Assign the custom role to teammates from the [Team](team) page.
  </Step>
</Steps>

<Frame>
  <img src="https://mintcdn.com/heymilo/0CJVZDz1Dj3InMZK/images/settings-create-role.png?fit=max&auto=format&n=0CJVZDz1Dj3InMZK&q=85&s=63320fafd2cad4084ea91a59b582157d" alt="Create New Role modal showing role name, description, and permission categories" className="mx-auto" style={{ width: "75%" }} width="1024" height="681" data-path="images/settings-create-role.png" />
</Frame>

### Permission categories for custom roles

When building a custom role, permissions are grouped into these categories:

| Category        | What it controls                       |
| --------------- | -------------------------------------- |
| **Posting**     | Interviewers (agents) and job postings |
| **Candidate**   | Viewing and managing candidates        |
| **Interview**   | Interview settings                     |
| **Workspace**   | Company and workspace settings         |
| **Branding**    | How your company looks to candidates   |
| **Template**    | Reusable interview templates           |
| **Integration** | Your ATS and other connected tools     |

Each category shows how many permissions are selected (for example, **0/4**). Expand a category to toggle individual permissions on or off.