Create Custom Roles

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.

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.

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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.