How to create a custom role for your team
Creating a custom role allows you to tailor permissions to fit the specific needs of your team members. You can choose any name for the role and assign various levels of permissions. Permissions work in dependencies, so it's recommended to start with primary permissions before adding advanced and other permissions.
To create a custom role, follow these steps:
- Click Add member under the relevant team then select Add Custom Role.
- Type in your custom role name.
- Select the relevant permissions, starting with Primary Permissions, then Advanced Permissions, Other Permissions, and finally Avatar Permissions.
- Primary permissions: “View Chatbots”, “Edit Chatbots”, and “Create Chatbots”
- Advanced permissions: “Edit Customization”, “Share Chatbots”, “Edit Safety”, “View Chat Records”, “Edit WhatsApp Integration” and “Edit Intercom Integration”
- Avatar permissions: “Assign Avatar”, “Create Avatar” and “Edit Avatar”
- Other permissions: “Edit API Key”, “Insights”, and “Live Agents”
- Click Confirm to save. The newly added custom role will now show under the Role options when you add a new member.
If you need to go back and add a new member, read How to add members to your team.
Next Steps: Editing, managing, and removing team members
Congratulations—you’ve successfully added team members and assigned roles! The next step is to learn how to manage them effectively. This includes updating the AI chatbots they have access to, adjusting their roles and permissions, deleting team members if needed, and resetting their credits.
If you get stuck at any point, you can click on the Learning Hub pop-up at the top right corner of the app for assistance.
For additional support and to connect with other users, join our Discord community.
If you face any issues, please contact [email protected]