Each user in Sage HR has a role. A role defines the permissions that the user has. You can update these permissions at any time to match your needs.

Sage HR shows a list of all available permission roles. You can edit existing roles or create new ones with more specific permissions.

📌TIP: You can find more details about the default roles in our article, Default user roles.

Create a new role

Select Add role. The Create role window opens.
Enter a name for the role.
Add a description if needed.
Choose whether Sage HR assigns the role automatically:
- Assign the role when you add an employee as a team manager
- Assign the role to employees set as a direct manager
Select the employees you want to assign the role to. You can select all employees or use filters.
Select Save.

The permissions page for this role then opens. Here, you can configure what this role has access to in Sage HR.

Edit an existing role

To edit a role, select the pencil ✏️ next to it.

If you created the role manually, you can update the same fields you set when you created it. You can rename only manually created roles.

For default roles in Sage HR, you can change only which users the role applies to.

Make your changes, then select Save.

Sage HR opens the permissions page for the role. You can now update what this role can access.

The permissions page for this role then opens. Here, you can configure what this role has access to in Sage HR.

You can assign or remove employees from a role at any time.

Select the pencil ✏️ next to the role.
Choose the employees you want to assign.
You can select all employees or use filters.
Select Save.

If you need a similar role, duplicate an existing one instead of creating a new role.

Select the duplicate icon 📄 next to the role.
Sage HR creates a copy and adds it to the bottom of the list. It shows with Duplicate in the name.
Edit the role to rename it and assign employees.
Update the role’s permissions as needed.

Duplicating a role helps you save time when setting up similar permissions.

You can delete a role you no longer need.

📎NOTE: Some default roles are critical to Sage HR. You can’t delete these roles.

If you need the role again, create it manually.