--- title: How to create Roles in Peakflo? description: Roles allows you to define specific permissions for different user types to ensure efficient and secure access control within the platform. --- [Skip to content](https://help.peakflo.co/how-to-create-roles-in-peakflo#main-content) [![PEAKFLO LOGO GRAM_NO BG-1](https://help.peakflo.co/hs-fs/hubfs/PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png?width=117&height=30&name=PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png)](https://peakflo.co/) - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Open main navigation Close main navigation - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.peakflo.co/?hsLang=en) 2. [New to Peakflo?](https://help.peakflo.co/new-to-peakflo?hsLang=en) # How to create Roles in Peakflo? ## Roles allows you to define specific permissions for different user types to ensure efficient and secure access control within the platform. Follow the steps below to set up and manage roles tailored to your organizations need. #### Table of Content - [Create New Role](https://help.peakflo.co/how-to-create-roles-in-peakflo#create) - [Edit Role](https://help.peakflo.co/how-to-create-roles-in-peakflo#edit) - [Delete Role](https://help.peakflo.co/how-to-create-roles-in-peakflo#delete) --- ### Create New Role 1. Go to "Settings" and click on "Roles". ![Screenshot 2024-06-23 at 3.25.59 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-06-23%20at%203.25.59%20AM.png?width=600&height=336&name=Screenshot%202024-06-23%20at%203.25.59%20AM.png) 2. Click on "Add New" option. ![Screenshot 2024-06-23 at 3.26.49 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-06-23%20at%203.26.49%20AM.png?width=600&height=282&name=Screenshot%202024-06-23%20at%203.26.49%20AM.png) 3. Specify the "Role Name" and "Role Description". ![Screenshot 2024-06-23 at 3.36.17 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-06-23%20at%203.36.17%20AM.png?width=600&height=669&name=Screenshot%202024-06-23%20at%203.36.17%20AM.png) 4. Click on the individual permissions and check the boxes corresponding to the permissions you want the role to have access to. You can check the description of each roles before applying then click on "Save and Close".![ScreenRecording2024-06-23at3.40.46AM-ezgif.com-video-to-gif-converter](https://help.peakflo.co/hs-fs/hubfs/ScreenRecording2024-06-23at3.40.46AM-ezgif.com-video-to-gif-converter.gif?width=450&height=678&name=ScreenRecording2024-06-23at3.40.46AM-ezgif.com-video-to-gif-converter.gif) --- ### Edit Role 1. In the "Roles" page, click on the edit icon corresponding to the role you want to edit. ![Screenshot 2024-06-23 at 3.48.10 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-06-23%20at%203.48.10%20AM.png?width=600&height=281&name=Screenshot%202024-06-23%20at%203.48.10%20AM.png) 2. Edit the permission by checking or unchecking the boxes corresponding to the permissions you want the role to have access to. Then hit "Save and Close".  ![ScreenRecording2024-06-23at3.51.41AM-ezgif.com-video-to-gif-converter](https://help.peakflo.co/hs-fs/hubfs/ScreenRecording2024-06-23at3.51.41AM-ezgif.com-video-to-gif-converter.gif?width=450&height=678&name=ScreenRecording2024-06-23at3.51.41AM-ezgif.com-video-to-gif-converter.gif) Make sure you have the right permissions to access and edit the roles. --- ### Delete Role 1. In the "Roles" page, click on the delete icon corresponding to the role you want to delete. ![Screenshot 2024-06-23 at 3.57.10 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-06-23%20at%203.57.10%20AM.png?width=600&height=306&name=Screenshot%202024-06-23%20at%203.57.10%20AM.png) If the role has a user assign to it then you need to first unassigned the user to the role. You can view the assigned users by "Click here to view the list of users".  ![](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-06-23%20at%204-01-19%20AM-png.png?width=600&height=250&name=Screenshot%202024-06-23%20at%204-01-19%20AM-png.png) To learn more about how to edit users, check out: [How do I manage user information?](https://help.peakflo.co/_hcms/analytics/search/conversion?redirect=aHR0cHM6Ly9oZWxwLnBlYWtmbG8uY28vaG93LWRvLWktbWFuYWdlLXVzZXItaW5mb3JtYXRpb24%3D&ct=SEARCH&pid=14570877&cid=54981194017&t=ZWRpdCB1c2Vy&d=help.peakflo.co&c=5&rp=1&ab=false&opcid=&rs=UNKNOWN&hs-expires=1750631750&hs-version=1&hs-signature=APUk-v6xZNzUveVaCXe3140QKTGYM2BVtQ&hsLang=en)     - [New to Peakflo?](https://help.peakflo.co/new-to-peakflo?hsLang=en) - [Accounts Payable](https://help.peakflo.co/accounts-payable?hsLang=en#main-content) - [Getting Started](https://help.peakflo.co/accounts-payable?hsLang=en#getting-started) - [Rules](https://help.peakflo.co/accounts-payable?hsLang=en#rules) - [Approval Workflow](https://help.peakflo.co/accounts-payable?hsLang=en#approval-workflow) - [Custom Fields](https://help.peakflo.co/accounts-payable?hsLang=en#custom-fields) - [Vendors](https://help.peakflo.co/accounts-payable?hsLang=en#vendors) - [Purchase Requests](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-requests) - [Purchase Quotes](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-quotes) - [Purchase Orders](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-orders) - [OCR](https://help.peakflo.co/accounts-payable?hsLang=en#ocr) - [Bill Management](https://help.peakflo.co/accounts-payable?hsLang=en#bill-management) - [My Approvals](https://help.peakflo.co/accounts-payable?hsLang=en#my-approvals) - [Goods Receipt Notes & Service Receipt Notess](https://help.peakflo.co/accounts-payable?hsLang=en#goods-receipt-notes-service-receipt-notess) - [Budget](https://help.peakflo.co/accounts-payable?hsLang=en#budget) - [Reconciliation](https://help.peakflo.co/accounts-payable?hsLang=en#reconciliation) - [Reports](https://help.peakflo.co/accounts-payable?hsLang=en#reports) - [Wallet & Transactions](https://help.peakflo.co/accounts-payable?hsLang=en#wallet-transactions) - [Payments](https://help.peakflo.co/accounts-payable?hsLang=en#payments) - [Vendor Onboarding Management](https://help.peakflo.co/accounts-payable?hsLang=en#vendor-onboarding-management) - [Vendor Portal](https://help.peakflo.co/accounts-payable?hsLang=en#vendor-portal) - [WhatsApp Vendor Portal](https://help.peakflo.co/accounts-payable?hsLang=en#whatsapp-vendor-portal) - [Three-way Matching](https://help.peakflo.co/accounts-payable?hsLang=en#three-way-matching) - [Accounts Receivable](https://help.peakflo.co/accounts-receivable?hsLang=en#main-content) - [Getting Started](https://help.peakflo.co/accounts-receivable?hsLang=en#getting-started) - [Invoice Management](https://help.peakflo.co/accounts-receivable?hsLang=en#invoice-management) - [Workflow Management](https://help.peakflo.co/accounts-receivable?hsLang=en#workflow-management) - [Actions](https://help.peakflo.co/accounts-receivable?hsLang=en#actions) - [Customer Management](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-management) - [Customer Portal](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-portal) - [Collections](https://help.peakflo.co/accounts-receivable?hsLang=en#collections) - [Reports](https://help.peakflo.co/accounts-receivable?hsLang=en#reports) - [Credit Notes](https://help.peakflo.co/accounts-receivable?hsLang=en#credit-notes) - [Integrations Page](https://help.peakflo.co/integrations-page?hsLang=en#main-content) - [Basics](https://help.peakflo.co/integrations-page?hsLang=en#basics) - [Peakflo API](https://help.peakflo.co/integrations-page?hsLang=en#peakflo-api) - [Xero](https://help.peakflo.co/integrations-page?hsLang=en#xero) - [NetSuite](https://help.peakflo.co/integrations-page?hsLang=en#netsuite) - [Jurnal](https://help.peakflo.co/integrations-page?hsLang=en#jurnal) - [Quickbooks](https://help.peakflo.co/integrations-page?hsLang=en#quickbooks) - [Microsoft Dynamics 365 Business Central](https://help.peakflo.co/integrations-page?hsLang=en#microsoft-dynamics-365-business-central) - [Microsoft Dynamics 365 Finance & Operations](https://help.peakflo.co/integrations-page?hsLang=en#microsoft-dynamics-365-finance-operations) - [Zalo](https://help.peakflo.co/integrations-page?hsLang=en#zalo) - [SFTP](https://help.peakflo.co/integrations-page?hsLang=en#sftp) - [SAP](https://help.peakflo.co/integrations-page?hsLang=en#sap) - [Travel & Expense Management](https://help.peakflo.co/travel-expense-management?hsLang=en) - [Payment Automation](https://help.peakflo.co/payment-automation?hsLang=en) - [Reports](https://help.peakflo.co/reports?hsLang=en) - [Legal Notes](https://help.peakflo.co/legal-notes?hsLang=en) - [General Questions](https://help.peakflo.co/general-questions?hsLang=en) - [Guides for Partners](https://help.peakflo.co/guides-for-partners?hsLang=en) - [Latest Releases](https://help.peakflo.co/latest-releases?hsLang=en) - [Offboarding](https://help.peakflo.co/offboarding?hsLang=en) - [Peakflo Ticket Portal](https://help.peakflo.co/peakflo-ticket-portal?hsLang=en) - [Peakflo 20X](https://help.peakflo.co/peakflo-20x?hsLang=en) [![Chill listening crop-3](https://help.peakflo.co/hs-fs/hubfs/Gmail-ads_Logo1-min.png?width=55&height=55&name=Gmail-ads_Logo1-min.png "Chill listening crop-3")](http://peakflo.co) peakflo.co Help Center Copyright © 2026, Peakflo