Custom roles allow you to tailor admin access so each team only sees what’s relevant to them—for example, your finance team may only need access to payroll while your HR team may only need access to people data. After creating a custom role, you can assign it directly in the Ben platform. Here’s how:
Once logged in, select the 'People' tab.
Locate the admin you wish to assign the custom role to.
On their profile, select 'Roles & Permissions'.
4. Select 'Edit' to the upper right side.
5. You should be redirected to a new page, where you can then assign a custom
role on the bottom dropdown.
6. Once you have assigned the custom role, don't forget to save it in the upper
right corner.
And that's it, the custom role has been applied instantly!
Please note: You cannot create custom roles yet within Ben, you can only assign a custom role that has already been created, as long as you have the correct admin permissions to do so. If you wish to create a custom role, please reach out to our support team with your request and we'd be more than happy to assist further.