Roles & Permissions
Create and manage roles to control what each member can see and do in your organization.
Overview
Roles control what each member can see and do in your TPTM organization. A role is a named group of permissions — instead of assigning permissions one by one, you create a role, select the permissions it should include, and then assign that role to members.
There is no limit to the number of roles you can create.
Roles can be as broad or as specific as your organization needs.
Changing a role's permissions immediately affects every member assigned to that role.
ℹ️ Permission required: You must have the Role: Read permission to view the Roles page. Creating, editing, duplicating, and deleting roles require the corresponding Role: Create, Role: Update, or Role: Delete permissions.
Getting to the Roles Page
Open the Admin section from the sidebar navigation.
Click Roles.
Understanding the Roles Table
The table displays all roles in your organization with the following columns:
Click any row to open the role details panel. Roles are sorted alphabetically by name.
How Permissions Work
Permissions are organized into categories based on the area of TPTM they control (for example, Community, Schedule, Buyer, or Role). Within each category, individual permissions define specific actions such as create, read, update, or delete.
TPTM has three permission types:
ℹ️ Note: Required permissions are shown with a (Required) label and their checkboxes are always checked and disabled. You do not need to configure them — they are included automatically.
How to View a Role
Click any row in the Roles table.
A panel opens on the right showing the role's name, the number of members assigned, and all permissions grouped by category.
Permissions that are enabled for the role are shown with a checkmark.
From the role details panel you can Edit, Duplicate, or Delete the role (depending on your permissions and whether the role has members).
How to Create a Role
Click the Create Role button at the top of the page.
Enter a descriptive name for the role (up to 100 characters).
Check the permissions you want to include. Permissions are grouped by category for easy browsing.
Click Save.
Required permissions are automatically included — you do not need to select them manually.
How to Edit a Role
Click the role row in the table to open the details panel.
Click Edit.
Change the role name or toggle permissions on and off.
Click Save to apply your changes.
⚠️ Tip: Editing a role that is assigned to members will immediately change what those members can access. If you want to test new permissions without affecting existing members, consider duplicating the role first.
How to Duplicate a Role
Duplicating creates a copy of an existing role with all the same permissions, making it easy to create variations.
Click the role row in the table to open the details panel.
Click the Duplicate button.
A new role is created with the name "[Original Name] (Copy)".
The new role opens in edit mode so you can rename it and adjust permissions right away.
How to Delete a Role
Click the role row in the table to open the details panel.
Click Delete.
Confirm the deletion in the dialog that appears.
⚠️ Important: You can only delete a role that has zero members assigned to it. If the role still has members, the Delete option will not appear. Reassign those members to a different role on the Members page first, then return to delete the role.
Assigning Roles to Members
Roles are assigned to members from the Members page in the Admin section — not from the Roles page.
Navigate to Admin → Members.
Find the member in the table.
Use the Role dropdown in their row to select the desired role.
The role change takes effect immediately.