TL;DR
Enterprise plan users can create custom roles with granular permissions to control team access beyond the default Admin, Member, and Extern roles. Define exactly what each team member can view, edit, or manage across campaigns, leads, integrations, and billing. Custom roles are fully editable and can be assigned to any number of users. Takes about 5 minutes to create and assign your first custom role.
Who Should Read This
Enterprise plan admins – Learn how to set up custom roles and assign permissions for your team
Operations managers – Control access to billing, integrations, and sensitive campaign data
Agencies with complex team structures – Create roles for specific workflows like campaign reviewers, report viewers, or integration managers
If you're on Email Pro or Multichannel Expert, you can only use the default Admin, Member, and Extern roles. See Manage agency roles and permissions for details.
Why This Matters
Default roles cover most team structures, but large teams or agencies often need more control. A campaign reviewer shouldn't have billing access. An integration specialist doesn't need to edit campaigns. A junior rep should see leads but not delete them.
Custom roles let you match permissions to actual job responsibilities. This reduces security risks, prevents accidental data changes, and ensures team members see only what they need to do their work.
Without custom roles, you're forced to give users either full Admin access or limited Member access. With custom roles, you define exactly what someone can view, create, edit, or delete across every section of lemlist.
Key Concept: Default vs. Custom Roles
Every lemlist account includes three default roles:
Admin: Full access to all features, including billing, Plans & Billing, Cockpit, integrations, and campaign management. Admins can invite users, assign roles, and configure account settings.
Member: Access to campaigns, leads, tasks, and reports. Cannot access billing, Cockpit, or most integrations. Members can create and launch campaigns but can't manage team settings.
Extern: Restricted access for external collaborators. Can view team reports if password-less login is granted. Cannot create, edit, or launch campaigns. Ideal for clients, consultants, or stakeholders who need visibility without campaign control.
These roles cannot be renamed, edited, or deleted. They're permanently available in all lemlist accounts.
Enterprise custom roles:
On the Enterprise plan, you can create custom roles with any combination of permissions. Name them whatever you want (Campaign Reviewer, Integration Manager, Junior SDR). Assign specific permissions for campaigns, leads, integrations, billing, and more. You can create unlimited custom roles and assign them to as many users as needed.
Custom roles are fully editable. Change permissions anytime, rename the role, or delete it. If you delete a custom role, users assigned to it automatically revert to the default Member role.
How to Create a Custom Role
Click your profile image in the bottom left corner, then select Plans & billing from the menu
On the Billing page, click Manage roles
In the Manage roles panel, review the Default roles section (Admin, Member, Extern). These cannot be edited.
Under Custom roles, click + New role
Choose the role you want to configure (new or existing), then click Edit permission
Set the permissions you want to grant (toggles are grouped by feature area like Campaigns, Settings, Plans & billing, Enrichment, etc.), then click Save
The role is now available to assign to users.
How to Assign a Role to a User
Go to Plans&Billings
Find the user in the team member list
Click the role dropdown next to their name
Select the role you want to assign
The change applies immediately. The user's access updates the next time they log in or refresh their session.
To assign a role when inviting a new user:
Go to Cockpit → Manage Teams
Click Invite users
Enter the email address
Choose Active member or Inactive member
Active members are assigned the Member role by default. Inactive members are assigned the Admin role but cannot send campaigns.
After the user joins, reassign their role if needed using the steps above
How You'll Know It Worked
✓ The new role appears in the role list under Manage roles
✓ You can select the role when assigning it to a user
✓ The user's access matches the permissions you defined
✓ The role shows next to the user's name in Manage Teams
Troubleshooting
Issue: I don't see the Manage roles option.
Root cause: Custom roles are only available on the Enterprise plan.
Fix: Upgrade to Enterprise or use the default Admin, Member, and Extern roles. Contact your account manager or lemlist support to discuss Enterprise features.
Issue: I deleted a custom role and now users can't access anything.
Root cause: When you delete a custom role, users assigned to it revert to the default Member role.
Fix: Reassign the affected users to a different role with the correct permissions. Go to Cockpit → Manage Teams, find the users, and change their roles.
Issue: A user can't see campaigns even though they have View Campaigns permission.
Root cause: The user may need to log out and log back in for role changes to apply.
Fix: Have the user log out, clear their browser cache, and log back in. If the issue persists, verify that the role includes the required campaign permissions under Manage roles.
Issue: I downgraded from Enterprise and all custom roles disappeared.
Root cause: Custom roles are an Enterprise-only feature. When you downgrade, all custom roles revert to the default Member role.
Fix: This is expected behavior. To restore custom roles, upgrade back to Enterprise. Until then, reassign users to Admin, Member, or Extern roles as needed.