Manage & Create Roles
This section contains essential information and usage guidelines for creating and managing team member roles inside the Agency Panel.
What is Roles?
Roles allow you to define permission levels for team members in the Agency Panel. By creating roles, you can control what features a team member can view, edit, or manage within the system.
Benefits of Roles
🔐 Control access to sensitive modules and settings.
🧩 Assign structured responsibilities to team members.
⚙️ Prevent unauthorized changes in configurations.
📊 Improve operational clarity within the agency panel.
🚀 Maintain secure and scalable team management.
How to Create and Manage Role
Step-by-Step Guide to Creating a Role
Navigate to the Partner Team Section
Log in to the Partner Panel.
Go to the Partners Team section.
Locate the Roles subsection.
Access the Create Role Feature
In the Roles subsection, click on the Create Role button (refer to the screenshot for guidance).
Provide a Role Name
Enter a name for the role that reflects its purpose. Examples:
Live Agent: For a team member who can only view live agent details.
Write a Short Description
Add a brief description of the role. This helps you and others understand the permissions assigned to the role in the future.
Example:
"This role contains permission for the Inbox panel so that a gent can manage live chat request."
Define Role Permissions
Assign permissions to the role by selecting from the available options.
Each permission has three action checkboxes:
Read: Allows the agent to view information only.
Write: Allows the agent to edit information (automatically includes Read permission).
Delete: Allows the agent to delete information.
Example:
To create a role where the agent can only view details:
Check Read under that particular permission.
To allow editing details:
Check Write (this will also select Read automatically).
To allow deleting subscription details:
Check Delete (this will also select Write and Read).
Create the Role
After defining the permissions, click on the Create Role button (refer to the screenshot for reference).
Additional Notes
Once the role is created, you can assign it to a team member during their addition to the panel.
You can edit or delete roles from the Roles subsection if needed.
🎉 Congratulations, you have successfully completed this section!
FAQs:
Can I edit a role after creating it?
Yes, you can modify permissions or update the role description anytime from the Roles list.
What happens if I disable a role?
Team members assigned to that role will lose the associated permissions until it is re-enabled.
Can multiple team members have the same role?
Yes, multiple members can be assigned to a single role to maintain consistent access control.
What is the difference between Read, Write, and Delete permissions?
Read allows viewing access, Write allows creating or modifying data, and Delete allows removing records.
Can I delete a role that is already assigned to a member?
You may need to reassign or remove team members from that role before deleting it.
Support
If you still have questions for our team, write to us at [email protected]. We’ll get back to you within 48 hours.
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