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A role decides what someone can see and change. It is set per company. A person who belongs to two companies can have a different role in each. Change a person’s role from their page, or select several people and use Bulk Actions, then Change roles.

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Default roles

Two roles exist in every company. They are marked Read-only and cannot be modified. An employee who opens the Driven Agent can ask about their own payouts. They cannot build plans. Building plans, and Use AI agent beyond that, belongs to admins unless you grant it on a custom role.

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Custom roles

Settings, then Roles, lists System roles and Custom roles. New role adds a custom role. A custom role is a set of permissions you name yourself, for example a finance role that can approve payouts but cannot edit plans.
Settings Roles with read-only Admin and Employee, and a New role button
Permissions are grouped. The ones people ask about most often: A permission on a plan does not grant it on every plan. Company-wide access, which admins have, applies everywhere.
Give finance Approve payouts and List payouts on the plans they own. Give RevOps Edit compensations and Edit plans. Leave reps on Employee unless they also manage a team.
Last modified on October 27, 2026