Roles & Permissions
Configure access control and manage user permissions through role-based authentication.
Role Types
Default Roles
Admin
Complete system access and management capabilities
Agent
Chat and assigned features access
Custom Roles
Create specialized roles with:
- Custom permission sets
- Specific access levels
- Department-based permissions
- Feature-based restrictions
Permission Categories
View Permissions
- View agent information
- Access analytics dashboard
- View assigned conversations
- Read knowledge base
- User administration
- Role configuration
- Agent management
- Chat assignment control
- Organization settings
- Subscription management
- System configuration
- Advanced features
Role Features
Role Creation
- Custom role naming
- Permission selection
- Access level definition
- Feature restrictions
Role Management
- Edit existing roles
- Update permissions
- Modify access levels
- Track role changes
Role Assignment
- Assign to users
- Bulk role updates
- Role inheritance
- Access control
Chat Management
Next: Learn how to manage customer conversations
Responses are generated using AI and may contain mistakes.