How to create a Role or Permission

Overview

Many separate Roles can exist within one Front Team. Admins can define roles with a customized set of permissions. These are additional custom permission levels other than Team Member, Team Admin, and Company Admin, that can be applied to users on your account or Team.

The Roles & Permissions feature is currently available on all Enterprise plans.


Instructions

Step 1

Go to Settings and select Roles & Permissions.

Step 2

By default, you will see the standard Team Member and Team Admin roles. To create a new role, click Add a role.

Step 3

Give your role a name. For this example, let's create a role for support agents who will only need to reply to their assigned messages. Call it Support agents.

Step 4

The default selection are the permissions for a standard Team Member.

Check off the boxes. For Support agents, let's give them access to compose, comment, and archive messages, and add tags.Step 5

Click Next.

Step 6

Select the teammates who will be assigned this role. Assigning this role to your teammate(s) will override their current role.

Step 7

Click Create.

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