SettingsRoles2 min read

Editing a Role

How the Edit Role popup behaves for system roles, custom roles, and permission updates.

Work Planner TeamApril 12, 2026

Editable role rows on the Roles screen open the Edit Role popup. What you can change depends on whether the role is a system role or a custom role.

What You Can Edit

Custom roles: you can change both the role name and the permission checkboxes.
Member role: this is a system role, so the name field is locked, but permission changes are still allowed.
Admin and Owner: these roles do not open the edit popup from the screen because they are protected.

Role Name: editable for custom roles only. The same naming rules used on create still apply.
Permissions: the grouped permission checklist that defines what this role can do in the selected business.
System role note: when a protected role is shown as read-only, the popup explains that system role names cannot be changed or that the role has all permissions.

Business-scoped update: the role is updated for the currently selected business only.
Screen refresh: Work Planner reloads the role list so the counts and labels reflect the saved version.

Roles Screen: the page you return to after updating the role.
Role Details: explains the badges and counts you see on the row itself.
Team Member Role Update Flow: where the updated role can then be assigned to a teammate.

May 28, 2026 • 3 min read

Where equipment is assigned, how it shows on the Planner, on worksheet cards, and on a job, and how the filters use it.

May 28, 2026 • 2 min read

How to add, edit, or view a single piece of equipment using the popup that opens from the equipment list and selectors.

May 28, 2026 • 2 min read

How to manage the equipment list under Settings and what each column on the page is showing you.