Skip to content
Back to documentation
SettingsRoles2 min read

Role Details

What a role row is telling you, including system and not-assignable badges, permission counts, user counts, and delete conditions.

Work Planner Team12 April 2026

Each row on the Roles screen is a compact summary of what that role is and how safely it can be changed. Reading the badges and counts correctly saves time before you click edit or delete.

Badges And Counts

  • System badge: tells you the role is one of the built-in roles: owner, admin, member or worker.
  • Not Assignable badge: appears when the role should not be offered as an assignable choice. In practice, owner is the key example.
  • Permission count: how many permissions the role currently carries.
  • User count: how many users in the selected business currently hold that role.

What The Actions Mean

  • Edit icon or row click: opens the edit popup when the role is allowed to be edited.
  • Delete icon: only appears for custom roles with zero assigned users.
  • No delete icon: means the role is protected, in use, or both.

Important Rules Behind The Row

  • Owner and Admin: protected system roles that cannot be edited from the screen.
  • Member and Worker: still system roles, but their permissions can be adjusted through the edit popup even though their names stay fixed.
  • In-use custom roles: a custom role must be cleared from all users before it can be deleted.

Related articles

19 October 2026 • 1 min read

Bank Holidays

Choosing whose bank holidays your business keeps, and how they show on the planner and Team › Availability.

Read article: Bank Holidays
15 October 2026 • 4 min read

Direct Debit Sign-ups From Your Website

Let customers set up a Direct Debit from your website with your GoCardless sign-up link, and how Work Planner links each one to the right customer.

Read article: Direct Debit Sign-ups From Your Website
12 October 2026 • 3 min read

Export Your Data

Download your customers and jobs as a spreadsheet, or everything in one ZIP file, to keep a copy of your records or move them to other software.

Read article: Export Your Data