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Roles control what each teammate can see and do across the agency. The Agency Engineer ships with three built-in System roles and lets you create unlimited Custom roles tailored to your operation. Open Agency Roles Management from the sidebar to manage them.

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Agency Roles Management dashboard

The header shows:
  • Agency Roles — count of all roles in the agency.
  • Total Permissions — the full permission catalogue (currently 79).
Use the Search roles box to find a role, or select + Create Role to build a new one.

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Built-in (System) roles

These three roles cannot be deleted and have curated permission sets:
A reserved platform role, saas_super_admin, exists above Agency Owner and is only used by The Agency Engineer staff. It can’t be assigned from this screen.

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Custom roles

Create roles that match your job functions. Example custom roles already shipped in the workspace:
  • Media Buyer — Specialised access to advertising campaigns, budget management, and performance reporting. Includes Manage Primary Facebook Connection, Create Businesses, Edit Businesses, and 14 more.
  • Strategist
  • Tech
Custom roles show a Custom badge in the role list and have edit/delete actions in the Actions column.

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Create a new role

Select + Create Role to open the two-step wizard.
1

Role Details

Provide a name (for example, Client Reporting Analyst) and an optional description that appears in the User Management dropdown.
2

Assign Permissions

Use the dual-list picker to move items from Available Permissions (paginated, 48+ items across 5 pages) to Assigned Permissions.Permissions are categorised with coloured badges:
  • Advertising — Manage Ad Budgets, Pause & Resume Ads, etc.
  • Ai — Monday Report Automation, Monday Reports, Manage Monday Templates, etc.
  • Business — Create Businesses, Edit Businesses, etc.
  • Integration — Facebook Integration, GoHighLevel Integration, etc.
  • Users — Manage Client Users, etc.
Use the Search here box to filter, then select Create Role to save.
Name roles after outcomes (“Reporting — read only”) rather than job titles alone (“Analyst”). Job titles drift faster than the access they need.

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Permission categories at a glance

The 79 permissions fall into broad areas you’ll combine when designing custom roles:

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Editing and deleting

Custom roles show pencil and trash icons in the Actions column. System roles can be inspected but not edited or deleted — duplicate them as a custom role if you need a starting point.
Deleting a role removes it from any users currently assigned to it. Reassign affected users first or you’ll lock them out of features they relied on.

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Next steps

Invite teammates

Assign roles using the Create User wizard.

Organization settings

Manage agency-wide settings and seat usage.