Adding Roles

Create custom roles to match your organization's structure and security requirements.

Creating a New Role

1. Navigate to User Management > Roles
2. Click "Add Role" button
3. Fill in role details:
   • Role Name: Descriptive name for the role
   • Description: Purpose and scope of the role
   • Role Type: Super Admin or Agent Admin

Permission Assignment

Select appropriate permissions for each role:

Integration Permissions

• View Integration
• Add Integration
• Add Channel
• Add Analytics
• Remove Integration/Channel/Analytics

Agent Permissions

• View Agent
• Add Agent
• Modify Agent
• Remove Agent

Knowledge Base Permissions

• View/Add/Modify/Remove Knowledge Base
• View/Add/Modify/Remove Categories

Analytics Permissions

• View Analytics
• View Reports
• Export Reports
• Create Custom Reports
• Modify/Delete Reports

User Management Permissions

• View/Add/Modify/Remove Roles
• View/Add/Modify/Remove Users
• View/Add/Modify/Remove Departments

Best Practices

• Follow principle of least privilege
• Create role templates for common positions
• Regularly review and update permissions
• Document role purposes and responsibilities
• Test roles before assigning to users