> ## Documentation Index
> Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Company Roles

> Define organizational job titles for client company users

Company Roles let you define job function labels for your clients' users, such as "Account Manager", "Technician", or "Help Desk". Roles are used for organization and reporting — they do **not** control portal access.

## Understanding Roles vs Permission Groups

<Warning>
  Roles and Permission Groups serve different purposes. Do not confuse them.
</Warning>

| Concept                                                                                                    | Purpose                            | Controls Access? |
| ---------------------------------------------------------------------------------------------------------- | ---------------------------------- | ---------------- |
| **Roles** (this step)                                                                                      | Describe a person's job function   | No               |
| **Permission Groups** ([previous step](/user-guides/getting-started/onboarding/company-permission-groups)) | Control what a user can see and do | Yes              |

A company user is assigned **both** a Role and a Permission Group independently. For example, two users might both have the role "Account Manager" but different permission groups — one with "Full Access" and another with "View Only".

## What You'll Configure

* **Role Names** - Create roles like "Account Manager", "Technician", "Help Desk"
* **Descriptions** - Optional descriptions explaining each role's purpose

## Steps to Complete

<Steps>
  <Step title="Navigate to Company Roles">
    Click **Go to Settings** in the onboarding wizard, or go to **Settings > Companies > Roles**.
  </Step>

  <Step title="Review Default Roles">
    MSPortal includes default company roles. Review these to understand the structure.
  </Step>

  <Step title="Create Custom Roles (Optional)">
    Click **Add Role** to create a new role for specific client needs. Enter a name and optional description.
  </Step>
</Steps>

## Common Company Role Examples

<CardGroup cols={3}>
  <Card title="Account Manager" icon="user-tie">
    Primary business contact responsible for the client relationship.
  </Card>

  <Card title="Technician" icon="wrench">
    Technical staff who handle IT issues and infrastructure.
  </Card>

  <Card title="Help Desk" icon="headset">
    Front-line support staff who handle day-to-day requests.
  </Card>
</CardGroup>

## Manual Completion

This step requires **manual completion**. Click **Mark Complete** in the wizard when you've finished setting up your company roles.

<Note>
  Company roles are for your **clients' users**. Your internal MSP team roles are configured in **Settings > Users & Roles**.
</Note>

## Related Documentation

* [Companies Settings](/user-guides/settings/companies) - Full companies settings reference
* [Company Permission Groups](/user-guides/getting-started/onboarding/company-permission-groups) - Permission groups configuration