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

Role Features

Role Creation

  1. Custom role naming
  2. Permission selection
  3. Access level definition
  4. 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