Create Custom Roles
Follow our quick guide to efficiently create and manage custom roles on your CustomGPT Dashboard, ensuring tailored access and responsibilities for your team.
Step 1: Access Your Profile
Click on your user icon located at the top right corner of the dashboard, then select "Teams" from the dropdown menu.
![](https://files.readme.io/135034830f75ab80d917201cf19b27c107ac110d533ec3e4f7abe8dae9546fb4-Teams.png)
Step 2: Navigate to Roles
Locate and click on the "Roles tab" available in the top menu bar of your team settings.
![](https://files.readme.io/15d4a04dbbf7e985463063c227fb725736d89bcc12711d40bfcf7ea64f3d71f6-My_Team_Roles.png)
Step 3: Create Custom Role
Click on "Create Custom Role" to start defining a new role within your team.
![](https://files.readme.io/c58684379c026d5768c4ca45aa4e5a019f3ee1fc38a8fe05f6a1ecb0e5c42790-Create_Custom_Role.png)
Step 4: Define Role Name and Description
Enter a "Role Name" and provide a detailed "Role Description" that outlines the responsibilities and scope of the role.
![](https://files.readme.io/e65016c26580464ed3f7e6aa9fd9695c9c958d6a4318e4417b66472f55eb2b5b-Define_Role_Name_and_Description.png)
Step 5: Set Permissions
"Click on Expand" to view and allow specific permissions for the role. Can Read/Create/Update/Delete in account - Check these options to grant full access to manage the account.
![](https://files.readme.io/9de15da48391b6a208f1e3c5c9b5ee9eac8ab6247b39faa136fa964c05202801-Set_Permissions.png)
Configure the permissions as follows:
Permissions to Read: Allow users to
- View Agent Stats
- View Agent Logs
- Read Agent Settings
- View Agent Source
- View Subscription
- Read Team Conversations
- Read Anonymous Conversations
- Export Conversations
![](https://files.readme.io/3922c98aae960b8695f98f892bd888c824032e59f69cdeb3cf2368700f66229f-Permissions_to_Read.png)
Permissions to Create: Allow users to
- Add Team Members
- Create Agents
- Create Agent Source
- Create Conversations
![](https://files.readme.io/d9b7011f8ec91a031ab18a00ada44e7382d0f25f78ca5f362808a1b22685f5fd-Permissions_to_Create.png)
Permissions to Update: Allow users to
- Update Team Members
- Update Agent Settings
- Update Agent Source
- Update Team Conversations
- Update Anonymous Conversations
![](https://files.readme.io/30a05aee4de3d7f173a3bab9b84a38b2d5e4bc5b1600a77c02794423c07b6cb3-Permissions_to_Update.png)
Permissions to Delete: Allow users to
- Delete Team Members
- Delete Agents
- Delete Agent Source
- Delete Team Conversations
- Delete Anonymous Conversations
![](https://files.readme.io/13d17819cefedfb564f9fb1edfa9cda6f7771b23ea49476f7035aa17c4ad9786-Permissions_to_Delete.png)
b) After setting the desired permissions, click on "Create Role" to finalize the creation of the custom role.
![](https://files.readme.io/7d94f8f4e3006714806075f10b8be6ed711818736efd94e99108e8b0e476fb73-Create_Role.png)
Step 6: View and Manage Roles
You can view your newly created role in the "Roles Tab" and make updates as necessary.
![](https://files.readme.io/efd09d10f94aad16a69df5ecd538f0512640ebd3b7506473d17e6d85705a0fa8-View_and_Manage_Roles.png)
Congratulations! You have successfully created a custom role in your CustomGPT dashboard. This role is now equipped with comprehensive permissions, providing tailored control over the account to meet your team’s operational needs.
Updated about 3 hours ago