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The roles help you determine the level of access you can provide to your user. For example, if you only want a user to work on the Dashboard section, you can assign that particular role and the user would only be able to access Dashboard. You can create more roles for your users. You can check the permission level for the available roles from the Roles page. There are some pre-defined roles available. You can further create new roles and delete the roles you have created. 

The new roles you create would be marked as customs while the pre-defined ones are marked as Default.

Types Of Default ROles
  • Scripter
  • Ticketing User
  • Dashboard User
  • Admin
  • All Permissions
  • CA_UserType

 

Create New Roles

You can create new roles for your users by following these steps:

1. Go to the Roles page under the Admin section

You can manage roles and create new roles with access to certain features

2. Click on +Create Rules

3. Enter the name of the Role

4. Select the permission you want to give to the users with this role. You have the option to enable or disable particular permission. You can also select between Read-only or Write & Modify from the drop-down that appears once you enable particular permission.

5. Click on Save

 

Delete Created Roles

You can delete the roles you have created from your account. By default, you get 6 user roles that can’t be deleted or edited. You can delete the roles that have been created by admins. The steps to deleting a role are as follows: 

1. Go to the Roles page under the Admin section

2. Go to the Role you want to delete and click on the Delete button under the Action tab

You can manage roles and create new roles with access to certain features

3. Click Yes on the popup


Editing Roles

You can edit the permission granted to a particular role that is created by you. Under the action tab on the Roles page, click on the edit button to make changes to the permissions. 

You can manage roles and create new roles with access to certain features

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