What are Company Roles?
Company Roles are organizational job-title labels — “Account Manager”, “Analyst”, “Virtual Assistant” — used to describe how your team is structured, especially supervisor relationships.
Important: Company Roles are not permissions. What someone can do in BFF is controlled by their per-company system role — Admin or Member — set when they’re invited or edited. A “Team Lead” company role is just a label; it grants nothing.
Managing Roles
Navigate to Roles in the sidebar (Settings group — company admins only):
- Click “New Role” to create one, with a Role Name (required) and an optional Description
- Use the pencil icon to edit a role, the trash icon to delete it
- Reorder roles with the up/down arrows — the order is how they appear in pickers and reports
Deleting a role removes the label; team members who had it are simply unassigned from it.
Where Company Roles Appear
- Supervisors — when you assign a supervisor to a team member, you pick the person and their company role; the People list and user profiles then show supervisors as “Jane Smith (Account Manager)”
- User profiles — the Jobs & Roles section of each user’s page
- Reporting — anywhere your org structure is displayed
Roles vs. Permissions vs. Document Roles
BFF has three things that sound like “roles” — they do different jobs:
| Concept | Where | Controls |
|---|---|---|
| System role (Admin / Member) | Set per company on each user | Permissions — what they can do |
| Company Role (this page) | Settings → Roles | Org labels — titles and supervisor structure |
| Document roles (Owner, Author, Reviewer, Approver, Reader) | Per document, via “Manage Roles” | Governance of a specific controlled document |
Tip: Keep the role list short and consistent — these labels feed your supervisor structure and reports, so five clear titles beat twenty overlapping ones.