Create a Role


Roles are custom access levels that you can assign to agent users within your company. Many companies use a different role for each type of employee they have. You can create an unlimited number of roles. To change which role is assigned to a specific user you will need to have access to an agent user with the role of "Tenant Admin". Users do not have the ability to update any role's access settings beyond what their assigned role already has access to.

This article gives an explanation of the available options for creating roles.

How To

To create a new role, navigate to Settings > Company > Access > Roles within your company account.

To add a new role, click Add . You can also choose to duplicate an existing role by clicking content_copy for any of the listed roles.

Before you define the level of access for the role, you should enter data for the following options:

  • Name – The name of the role. The name should distinguish the role from other roles set up for your company.
  • Description – This is a brief description of the role and should probably describe, in brief, the level of access.
  • Customer SSN Visible – Since social security numbers (US) and social insurance numbers (Canada) are such sensitive pieces of data, you can choose from the drop-down whether users assigned the role will see social security or social insurance numbers. You will choose this option separately for each role you create.

Now you can use the expandable tree to specify which areas of the software users with this role will have access to. Expand sections by clicking on the arrows to the left of section titles. You can grant access to an entire section (by clicking the box next to the section title), or you can grant access to individual items (by clicking on their corresponding checkboxes).

Once you have checked all the desired boxes, click Save to save the role. This role will be added to the list of roles that is available to be assigned to agent users in your company.

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