Set Up Custom Roles and Permissions for Users
M
Mahmudul Hasan
How to Set Up Custom Roles and Permissions for Users
To control what each user can access in your system, follow these steps to create and assign custom roles:
- Create a Custom Role
Go to the Roles or Permissions section in your admin panel.
Click "Add New Role" or "Create Role".
Name the role (e.g., "Agent").
Save the role.
- Assign Permissions to the Custom Role
After creating the role, select which permissions it should have.
For example, for an Agent, you may only allow access to the Chat section.
Disable access to Settings, Learning, or any administrative features.
Save the permission settings.
- Assign the Role to a User
Go to the User Management area.
Select the user you want to assign the role to.
Choose the appropriate role (e.g., Agent) from the dropdown.
Save changes.
Example Use Case
If you want a human support team member to only handle customer chats (without access to settings or training modules), assign them the "Agent" role with chat-only permissions.