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.
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Step 2: Navigate to Roles
Locate and click on the "Roles tab" available in the top menu bar of your team settings.
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Step 3: Create Custom Role
Click on "Create Custom Role" to start defining a new role within your team.
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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.
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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.
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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
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Permissions to Create: Allow users to
- Add Team Members
- Create Agents
- Create Agent Source
- Create Conversations
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Permissions to Update: Allow users to
- Update Team Members
- Update Agent Settings
- Update Agent Source
- Update Team Conversations
- Update Anonymous Conversations
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Permissions to Delete: Allow users to
- Delete Team Members
- Delete Agents
- Delete Agent Source
- Delete Team Conversations
- Delete Anonymous Conversations
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b) After setting the desired permissions, click on "Create Role" to finalize the creation of the custom role.
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Step 6: View and Manage Roles
You can view your newly created role in the "Roles Tab" and make updates as necessary.
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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 4 hours ago