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Configuring Roles and Permissions

This section describes the basic Roles that exist on the platform and how to create a custom Role.

Updated over a week ago

List of basic roles for users

You can select these roles for your colleagues:

  • Admin (full access)

  • Manager (limited access to settings)

  • Analyst (limited access to settings and disputes)

  • Reviewer (limited access to settings, analytics, and automations)

Roles for Agents

  • Agent (access only to their own data)

  • Agent Lead (access to the data of the team to which the Agent belongs)

Custom Role

If necessary, you can create a custom Role. To do this, go to the «Users & Agents» section, go to the «Roles & Permissions» tab and click «Create Role».

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