Last updated: September 26, 2026
What you'll need
Assign a global role
Click your organization name on the lower-left corner of the page and select Users.
Click on the user's right-hand side and select Change global role.
In the pop-up window, select the global role from the dropdown menu.
Click Update.
Assign a group or site role
To assign a role to a group or site, your organization must be on the Enterprise Plan. You also need "Platform management: Groups" permission or "Platform management: Sites" permission.
Click your organization name on the lower-left corner of the page and select Groups or Sites.
Click the group or site where you want to assign a role.
Check the boxes on the left-hand side of the users' names.
Click Change role at the bottom of the page.
In the pop-up window, select the role from the Select role dropdown menu.
Click Update.
Click your organization name on the lower-left corner of the page and select Roles.
Select Site or Group tab at the top of the page.
Select the role you want to assign to users.
Click Assign users on the upper-right of the page.
In the pop-up window, select the users you want to assign from the Users dropdown menu.
Select the sites and groups they belong to from the Sites and groups dropdown menu.
If you want to assign multiple users to sites and groups, click Add row.
Click Assign.
When assigning roles from a role page, users who haven’t been added as a member to the site or group will automatically be added.
Click your organization name on the lower-left corner of the page and select Groups or Sites.
Click the group or site with membership rules where you want to assign a role.
In the “Membership rules applied” section, click .
In the pop-up window, click Add a role.
Select the group or site role you want to assign from the dropdown menu, then configure the rules accordingly. You can add up to 5 rules to define the conditions for your role.
Click Next.
Click Save.
Limitations
The following limitations apply to group and site roles:
A user can hold a different role in each group or site, but only one role within any single group or site.
Roles depend on the organization's site visibility settings. For group and site roles to work as intended, your organization's site selection settings must be set to "Users can only view and select sites they're a member of".
For group or site role priorities, you can't reorder the default role, Member. It always stays at the bottom of a group's or site's priority order.
If a user matches more than one rule, they get the role from whichever rule ranks highest in the priority order.
You can't delete a role used in a membership rule until you remove it from every rule using it.
Frequently asked questions
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