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.


Step 2: Navigate to Roles

Locate and click on the "Roles tab" available in the top menu bar of your team settings.


Step 3: Create Custom Role

Click on "Create Custom Role" to start defining a new role within your team.


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.


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.


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

Permissions to Create: Allow users to

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

Permissions to Update: Allow users to

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

Permissions to Delete: Allow users to

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

b) After setting the desired permissions, click on "Create Role" to finalize the creation of the custom role.


Step 6: View and Manage Roles

You can view your newly created role in the "Roles Tab" and make updates as necessary.


👍

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.