## User Role Management Guide

**Welcome to Pave's User Role Management!** You now have the power to create, customize, and manage user roles within your organization, giving you complete control over permissions and access levels.

### Overview

With role management capabilities, you can:

* **Create custom roles** tailored to your organization's needs
* **Duplicate existing roles** to quickly build similar permission sets
* **Delete roles** that are no longer needed


:::info
**Note:** Your organization can create up to 100 custom roles to ensure flexibility while maintaining system performance.

:::

### Getting Started

#### Creating a Role

To create a new custom role:


1. Navigate to **Settings → Roles and Permissions**
2. Click the **Create Role** button
3. Enter a unique name for the role
4. Add a clear description explaining the role's purpose
5. Configure the appropriate permissions
6. Save your new role


:::info
**Remember:** You can create up to 100 custom roles for your organization.

:::

#### Duplicating a Role

Duplicating an existing role is a quick way to create similar permission sets:


1. Find the role you want to duplicate
2. Click the **Duplicate** option
3. The new role will copy all permissions from the original
4. Give it a unique name and adjust permissions as needed
5. Assign users to the duplicated role


:::info
**Important:** When you duplicate a role, permissions are copied but users are not. You'll need to manually assign users to the new role.

:::

#### Deleting a Role

Remove roles that are no longer needed:


1. Select the role you want to delete
2. Click the **Delete** option
3. Confirm the deletion


:::warning
**Warning:** Deleting a role is permanent and cannot be undone. The **Employee** and **Admin** roles cannot be deleted as they are system defaults.

:::

## Permissions Required

To create, duplicate, or delete roles, you must have permission to edit **Role Management** in the **Settings** section of **Roles and Permissions**. If you don't see these options, contact your Pave administrator.

## Best Practices

### Naming Conventions

* **Use descriptive names:** Choose names that clearly indicate the role's function (e.g., "Finance Analyst - View Only" or "HR Manager - Full Access")
* **Keep names unique:** Avoid duplicate or similar names to prevent confusion
* **Use the description field:** Always add a detailed description explaining what the role is for and who should be assigned to it
* **Consider your structure:** Align role names with your organizational hierarchy or departments

## Frequently Asked Questions

**What permission controls role management?**

Users who have permission to edit *Role Management* in the *Settings* section of *Roles and Permissions* will be able to create, duplicate, and delete roles.

**Can I undo a role deletion?**

No – role deletion is irreversible. Make sure you're certain before deleting a role. Consider duplicating the role as a backup if you're unsure.

**Are there best practices for naming conventions?**

While there are no strict requirements, we highly recommend using the description field to clearly articulate what the role is for. We also recommend using a unique name per role to reduce long-term confusion and make role management easier as your organization grows.

**What's the difference between standard and custom roles?**

Standard roles are pre-configured by Pave (like Employee and Admin), while custom roles are created by your organization. You can delete custom roles and most standard roles, but the Employee and Admin roles are permanent system defaults.

**What happens to users assigned to a deleted role?**

Before deleting a role, make sure to reassign any users to appropriate alternative roles. Plan your role structure carefully to avoid disruption.

## Need Help?

If you have questions about role management or need assistance setting up your permissions structure, please contact your Customer Success team or reach out to Pave support.

Custom Role Creation Guide

Logging In

Creating an Account

How to add a colleague to Pave’s Market Data Platform

Market Data Role Management

Why does it matter to get levels and role families right?

SSO Configuration Guide

Account Setup

Contact Us

How much does Pave Market Data access cost?

How does Pave Work?

Intro to Pave

Pave 101

Compensation Philosophy

Total Compensation

Compensation 101

The Stock Option Lifecycle

ISO Tax Implications

The Basics of Stock Options

The Confusing AMT (Alternative Minimum Tax)

ISO Strategies

An Overview of How Stock Options Work

Equity 101

How to Benchmark Executive Compensation

Account Creation Troubleshooting and FAQs

Login Troubleshooting and FAQ

How does company size affect which department, job family and job level I should choose?

How does Pave determine a role level and role family?

What are Job Levels, Departments and Job Families? Why are they important?

Troubleshooting Rippling Zero Records Error

What Market Data Connections does Pave currently support?

FAQs

Getting Started

Market Data Connections Set up

Market Data Connections Overview

Integrations 101

Integrations

Adding Columns

Team View Overview

Team View Column Configuration

Team View Customizations

Re-ordering Columns

Deleting Columns

Team View Settings

Team View

Comp Planner Configurations Overview

Compensation Planner 101

Getting Started - Compensation Planner

Compensation Planner FAQs

Cycle Specific Permissions

Employee Eligibility

Step 1: Initial Cycle Setup

First-Class Columns

Using Handlebars Formula for Calculated Columns

Columns

Step 2: Column Configuration

OTE Planning Configuration Guide

What is OTE Planning?

Step 3: OTE Planning

Am I able to update or change approval chains during a cycle?

Updating Approval Chains

Compensation Cycle Data Upload

Step 4: Data Management

How can I configure market adjustment recommendations for employees?

How can I configure variable raise recommendations for employees?

Recommendation Logic

What are Recommendations?

Step 5: Recommendation Logic

Budgets

Budget Dashboard

Top Down Budgets: In-app Configurations

Step 6: Budget Confirmation

Planning Windows Setup Guide

Planning Windows Overview

Monthly & Hourly Pay

Employee Compensation History Popout

UI Toggles

Filtering & Sorting

Approval Statuses

Step 7: Planner Experience

Smart Flags

Compensation Outliers

Manager Compression Flag

Vesting Drop Flag

Step 8: Controls & Governance

Peers Overview

Cycle Outcomes

Value Rounding in Compensation Planning

In App Reward Letter Editor

Reward Letters

Peers Configuration Guide

Cycle Progress Dashboard Overview

Other Cycle Actions

 Compensation Planner

Survey aging

Edit and apply benchmarks

Set weights and logic

Map data sources to jobs

Supported survey providers

Manage Pave data sources

Manage survey data sources

Benchmarks overview

Step 2: Benchmarking

Band Sets

Pay Types: Calculated TDC, Annual Equity, and Refresh Equity

Manually Create New Band Sets

Bands Set Audit Log

How to duplicate band sets

Managing & Reordering Calculated Columns

Calculated Columns

Unmatched Employees

Upload/Download Bands

View changes

Editing Bands

Employee Distribution in Bands

Pay Zone Manager

Job Architecture 101

Grades

Setting up Company Job Architecture

Company Job Architecture

Step 1: Build Foundation

Generate Bands from Market Data

Bulk & Manually Associate Market Data to Bands

Step 3: Update Ranges

Relative Permissions

Generate Bands for New Jobs in Your Job Architecture

Compare Bands

Advanced Filters

Ongoing Management & Analysis

Market Pricing

Option Driver Deprecation FAQs

Option Driver

Option Impact Deprecation FAQs

Option Impact

Option Impact & Option Driver

Executive Reporting Dashboard

Cycle Monitoring and Reporting

Building Market-Based Compensation Bands

Employee Groups

Cycle Configuration

How does Recommendation Logic work?

Am I able to change another user’s permissions or login credentials while impersonating?

Can I impersonate another user in one page while having other Pave tabs open?

Can a user have more than one role at a time?

How do I know if I’m impersonating someone else?

Can I act on another’s behalf while impersonating them?

Who is able to impersonate?

Who can I impersonate?

How do I impersonate a user?

What is Impersonation?

How can I view Pave as another role?

How do I add multiple users to a role at once?

How can I change the permission settings for a role?

How can I create a new role?

Permissions & Settings FAQs

Role Management

Impersonation as a Pave Admin

Auto-manager Assignment

Admin Notification Dashboard

Notifications

Multirole Permissions

Standard Pave Permissions

General

Permissions & Settings

Advanced Equity

Global Location Insights

Market Data Pro

How to Search for a Benchmark

Market Data Compensation Database Coverage

Market Data Methodology Overview

Market Data 101

Consistency Labels

Job Families

Calculated Benchmarks

Compensation Types

Data Collection and Aggregation

Percentiles

Filters

Pave's Data

Consistency Labels FAQ

Data FAQs

Calculated Benchmarks FAQ

Location and Global Data FAQs

Equity Practices FAQs

Market Data FAQs

Market Data

Configurations for the Equity Slider

Bonus

Total Rewards Overview

The 'About Us' Section

Equity Currency Conversion

Company Info

Learning Hub in Total Rewards & Visual Offer Letter

Equity Grant Mapper

Stacked Bar Chart

Banners

Configuring Benefits that are displayed in Total Rewards & Visual Offer Letter

Uploading Benefits Data

Reward Letter Confirmations

General Setup

Total Rewards & Visual Offer Letter

Custom Role Creation Guide

Share

Share

Custom Role Creation Guide

Share

Share