Create custom roles

Step 1: Open your team settings

Click your profile icon in the top-right corner of the dashboard, then select Teams from the dropdown menu..

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Step 2: Go to the Roles tab

In the team settings, click the Roles tab in the top menu bar.

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Step 3: Start creating a role

Click Create Custom Role.

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Step 4: Name and describe the role

Enter a role name and add a short description to explain the purpose of the role.

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Step 5: Configure permissions

Expand the permissions section to define what actions this role can perform. You can grant read, create, update, or delete access based on what responsibilities the role should have.

Select the permissions this role should have:

Read permissions:

• View agent stats
• View agent logs
• Read agent settings
• View agent source
• View subscription
• Read team conversations
• Read anonymous conversations
• Export conversations

Create permissions:

• Add Team Members
• Create Agents
• Create Agent Source
• Create Conversations

Update permissions:

• Update Team Members
• Update Agent Settings
• Update Agent Source
• Update Team Conversations
• Update Anonymous Conversations

Delete permissions:

• Delete Team Members
• Delete Agents
• Delete Agent Source
• Delete Team Conversations
• Delete Anonymous Conversations

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Step 6: Save the role

Click Create Role to save your changes.

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Step 7: Manage your custom role

You can view your newly created role in the Roles tab and update or delete it at any time.

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