Roles and Permissions control user access in TermSheet
In every account, there is a default list of "Roles" that have individual permissions turned on or off to grant or restrict access to actions and spaces of the workspace.
New custom roles can be added and/or existing custom roles can be updated to provide the levels of access that make sense for each organizations unique needs.
🔒 Permissions
Admin Roles have access to Permissions in Settings by default. 
💡 Things to Consider
Default Roles are provided and are not modifiable. These default roles are: Admin, Standard, Limited, and Collaborator. 
Default Roles vs Custom Roles:
Default Roles:
- Default Roles are not modifiable so no manual updates or management is required.
- New Releases will be enabled automatically for appropriate roles as the TermSheet platform evolves.
Custom Roles:
- Workspace admins will be responsible for enabling new features as they are released to the platform now and into the future.
To apply a Role to a user, select Users from the Settings menu sidebar
⚙️ Steps
Add a Custom Role
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Navigate to Settings by selecting the gear icon in the top right next to the user profile icon.
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Select Permissions from the Settings menu sidebar
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Select "Add Role".
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Enter a title for the Role. Be descriptive so it is clear what this role has access to do.
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Select Save. The new Role will display in the Roles list with an unlocked icon to show that it is modifiable.
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Next, with the new role selected, review the list of Permissions and use the checkboxes to enable permissions as needed for the new role. Select save to apply the changes.
