Roles
The Roles section is used to manage permissions in the organization. Roles define which parts of the platform a user can access and which actions they can perform.
Documentation status: admin. In the current application version, Roles is available as an internal route, but it is not shown in the regular left application menu. This page is therefore treated as administrator documentation and is marked as admin in the documentation sidebar.
Role Overview
The main view contains a roles table. The table supports search, pagination, and actions on individual roles.
The most important visible column is:
- Name - the role name.
Clicking a role name opens permission editing for that role.
Creating a Role
Create a new role with the Add role button.
In the form, fill in:
- role name,
- permission set.
After submission, the role is saved and can be used when managing users.
Editing Permissions
Open a role from the roles table to review the role name and permission set before changing it.
From the role detail or action menu, open the Edit role permissions modal. Permissions are grouped by platform area.
Current permission groups include, for example:
- Users - create, edit, and delete users.
- Roles - create, edit, and delete roles.
- Agents - create, edit, and delete agents.
- Feedback - access agent feedback.
After editing permissions, confirm the changes with Submit.
Permission changes can affect every user assigned to the role. Before changing a shared role, check which users have it and whether a narrower role would be safer.
Deleting a Role
Roles can be deleted from the action menu on a specific row. Before deleting a role, verify that it is not used by users who need it to access the platform.
Recommendations
- Create roles based on work responsibilities, not individual people.
- Grant administrator permissions only to users who truly need them.
- After larger permission changes, verify access with a test account.