Open the organization menu, select Organization settings, then User roles.
Standard roles
The roles by Loctax at the top can't be changed:
Admin: full access, including users and settings.
Member: full access to entities, documents and apps.
Viewer: can view everything and complete assigned tasks.
Guest: can only use notes and their assigned tasks.
Custom roles
Below them are custom roles, configured by your organization, each with a short description of its purpose. Create one with New role, or select View role to see what a role allows.
What each permission setting covers
Entity details: for each type of data, such as master and financial data, legal data or tax data, View lets users see it and Edit lets them change it. Registrations work the same way, per type of registration.
Collaboration features: every user can view and complete the tasks assigned to them. You can also let them view all tasks, edit all tasks, create and assign tasks, or approve on the approver's behalf. Notes, the calendar and deleting other people's comments are set here too.
Organization: creating and deleting entities, the organization chart, reports, documents, compliance, labels and group info.
Apps: access to Import, and view or edit rights for risks, controversy, projects, DAC6 and workflows.
AI assistant: chats, libraries and tabular reviews, which stay private unless they're shared.
Org settings: users and roles, reserved for the Admin role.
Nothing changes unless you select Save and close. Every setting in a role applies only to the entities or business units the user has access to.