Documentation Index Fetch the complete documentation index at: https://docs.aifocus.dev/llms.txt
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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: 🔴 Administrator → Full access 🟡 Agent → Basic access
Custom Roles: 🟢 Sales Supervisor → Permissions specific to sales 🔵 Technical Lead → Permissions specific to support 🟣 Financial Analyst → Access only reports
✨ 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
“Settings” → “Custom Roles” “New Role” Configure:
Name: Sales SupervisorDescription: “Sales team supervisor with reports access”Permissions: Conversations ✅ View all conversations ✅ Assign conversations ✅ Reassign conversations ✅ Close conversations ❌ Delete conversations
✅ View contacts ✅ Edit contacts ✅ Create contacts ❌ Delete contacts ❌ Export contacts
Reports ✅ View team reports ✅ View individual reports ✅ Export reports ❌ View financial reports
Settings ❌ Modify inboxes ❌ Add/remove agents ❌ Change integrations ❌ Access audit logs
Save
🎯 Role Examples 1. Sales Supervisor Purpose: Manage sales team Permissions: ✅ View all sales team conversations ✅ Reassign conversations to other agents ✅ Access team performance reports ✅ Create/edit contacts ✅ Apply labels and tags ❌ Delete data ❌ Change system settings ❌ Export customer data
Use when: Sales team leader--- ### 2. Technical Lead
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)
**Use when:** Technical support leader
3. Financial Analyst Purpose: Access only reports and metrics Permissions: ✅ View all reports ✅ Export reports (CSV/PDF) ✅ Access audit logs (read-only) ✅ View conversation history ❌ Respond to conversations ❌ Edit contacts ❌ Change any settings ❌ Access integrations
Use when: Analyst/controller who needs data--- ### 4. Read-Only Agent
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
**Use when:** New employee training
📋 Available Permissions Conversations ├─ View own conversations ├─ View team conversations ├─ View all conversations ├─ Respond to conversations ├─ Assign conversations ├─ Reassign conversations ├─ Change status ├─ Change priority ├─ Apply labels ├─ Close conversations └─ Delete conversations
├─ View contacts ├─ Create contacts ├─ Edit contacts ├─ Delete contacts ├─ Export contacts ├─ Import contacts └─ Merge contacts
Reports ├─ View own reports ├─ View team reports ├─ View all reports ├─ Export reports └─ Access audit logs
Settings ├─ Manage inboxes ├─ Manage agents ├─ Configure integrations ├─ Configure automations ├─ Configure SLA ├─ Manage labels ├─ Manage teams └─ System settings
💡 Best Practices Design ✅ Principle of least privilege : Only necessary accessClear names : “Sales Supervisor” not “Role3”Document : What role is forReview regularly : Permissions still appropriate?
Management ✅ Start restrictive : Add permissions as neededTest before : Validate with 1 userQuarterly audit : Review who has whatImmediate revocation : Former employee → disable
Compliance ✅ Document access : Who approved each roleAudit trail : Changes to roles loggedSeparation of duties : No one person too much power
🚀 Next Steps
Security Reinforce platform security
Audit Logs Monitor permission usage
