Roles and custom permissions
Reviewed by Ahmed Mohamed · Oct 31, 20261 min read1 view
Short answer
Go to Settings → Roles to use the default roles or create custom ones with exactly the permissions you need.
Default roles
RoleCan do
OwnerEverything, including billing and deleting the workspace
AdminManage settings, channels, team and AI
SupervisorMonitor, assign, review quality and see all reports
AgentHandle conversations and calls assigned to them or their team
Create a custom role
- 1Open Settings → Roles
- 2Click New role
- 3Name it, for example "Billing manager"
- 4Turn on the permissions it needs
- 5Click Save, then assign it to members in Settings → Team
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