> ## Documentation Index
> Fetch the complete documentation index at: https://docs.exterview.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Assign Roles and Access

> Assign each person one of the nine system roles, or create a custom role with its own permission matrix. Standard RBAC, no AI.

**Core.** Roles and access is traditional role-based access control, not an AI feature.

<Frame>
  <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Roles and access" width="1280" height="720" data-path="images/guides/fallback.png" />
</Frame>

## Purpose

Assign each person a role that sets what they can do, and create a custom role if the nine system roles don't fit. Day-to-day user management lives in [How to Manage Users and Roles](/guides/users-roles).

## Steps

<Steps>
  <Step title="Review the nine system roles">
    Understand the system roles, from Admin to Viewer. Each is
    permission-locked and can't be deleted.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="System roles" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Open a role's permission matrix">
    See exactly what a role can View, Create, Edit, Delete, Approve, or
    Export across Jobs, Candidates, Assessments, Offers, Setup, Reports, and
    Users & Roles.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Access matrix" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Create a custom role">
    If the nine system roles don't fit, create a role with its own name,
    description, and permission matrix.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Create a custom role" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Set a default role">
    Mark one role as the default so your team can see at a glance which role
    new team members typically get.

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Set a default role" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>

  <Step title="Assign a role per person">
    Give each person the role that fits their responsibilities when you
    invite them. See [How to Add Users](/guides/setup-users).

    <Frame>
      <img src="https://mintcdn.com/exterviewinc/n0waW1x1D1rW5ovx/images/guides/fallback.png?fit=max&auto=format&n=n0waW1x1D1rW5ovx&q=85&s=095b090c578c0665cb49ea9e8d4e5713" alt="Assign roles" width="1280" height="720" data-path="images/guides/fallback.png" />
    </Frame>
  </Step>
</Steps>
