Custom roles and the permission table
A role decides what its members can do. You set roles once on the Roles tab of Team Management, then give each member one.
The permission table #
Each column is a role, each row a permission. Rows are grouped by area: Dashboard, Creators, AI Brain, Conversations, Vault, Scripts, Playground, Telegram and Employees.
Tick or untick a box: the change applies at once to every member with that role, except members with their own overrides.
Note Owner always has every permission and cannot be edited. Manager and Chatter are built in: you can change their permissions but not rename or delete them.
Create a role #
- Press New custom role.
- Enter a Name (for example "Night chatter") and pick a Colour.
- In Copy permissions from, choose an existing role to start from, or No permissions.
- Press Create role, then adjust its boxes in the table.
Tip Rights on conversations, creator profiles and the Vault only apply to the creators assigned to each member.
Rename or delete a role #
Open the role's menu at the top of its column:
- Rename changes its name or colour.
- Delete removes it. A role still in use can't be deleted: give its members another role first.
Give a role to a member #
Open the member in the Team tab and pick the role under Role. For a single exception, use Override for this member: see Team Management.
Note View employee directory lets someone see the whole team. Usually only the Owner role has it.