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👔 Custom Roles

Create custom roles with specific permissions for each team function.

📋 What are Custom Roles?

Roles define what each user can/cannot do. Default Roles:
Custom Roles:

✨ Why Use Custom Roles?

Security

Access only to necessary

Organization

Clarity of responsibilities

Compliance

Regulatory requirements

Scalability

Easy to add new users

🆕 Create Custom Role

  1. “Settings”“Custom Roles”
  2. “New Role”
  3. Configure:
Name: Sales Supervisor
Description: “Sales team supervisor with reports access”
Permissions:

Conversations

Contacts

Reports

Settings

  1. Save

🎯 Role Examples

1. Sales Supervisor

Use when: Sales team leader
Purpose: Support technical team Permissions: ✅ View all support conversations ✅ Escalate complex issues ✅ Access technical integrations ✅ Configure bots and automations ✅ View SLA metrics ❌ Access financial reports ❌ Modify billing settings ❌ Manage users (except team)

3. Financial Analyst

Use when: Analyst/controller who needs data
Purpose: View-only access for training Permissions: ✅ View conversations (read-only) ✅ View contacts (read-only) ✅ View knowledge base ❌ Respond to conversations ❌ Edit anything ❌ Export data ❌ Access settings

📋 Available Permissions

Conversations

Contacts

Reports

Settings


💡 Best Practices

Design

Principle of least privilege: Only necessary access
Clear names: “Sales Supervisor” not “Role3”
Document: What role is for
Review regularly: Permissions still appropriate?

Management

Start restrictive: Add permissions as needed
Test before: Validate with 1 user
Quarterly audit: Review who has what
Immediate revocation: Former employee → disable

Compliance

Document access: Who approved each role
Audit trail: Changes to roles logged
Separation of duties: No one person too much power

🚀 Next Steps

Security

Reinforce platform security

Audit Logs

Monitor permission usage