# Manage & Create Roles

## 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.

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## 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.

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## How to Create and Manage Role

### Step-by-Step Guide to Creating a Role

1. **Navigate to the Partner Team Section**

   * Log in to the Partner Panel.
   * Go to the **Partners Team** section.

   <figure><img src="/files/dFPYy1SAPjfjSNsxRSHY" alt=""><figcaption></figcaption></figure>

   * Locate the **Roles** subsection.

   <figure><img src="/files/rtsjQLwYi6gPxTPoLKr7" alt=""><figcaption></figcaption></figure>

2. **Access the Create Role Feature**

   * In the **Roles** subsection, click on the **Create Role** button (refer to the screenshot for guidance).

3. **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.

4. **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."*

<figure><img src="/files/7TU3m6I9E7a44cbPnVuw" alt=""><figcaption></figcaption></figure>

5. **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.

  <figure><img src="/files/cPXZqivqMl5TxuqOAVvr" alt=""><figcaption></figcaption></figure>

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**).

6. **Create the Role**

* After defining the permissions, click on the **Create Role** button (refer to the screenshot for reference).

<figure><img src="/files/UjQyp7nSbPX2iSl4x33o" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}

#### 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.
  {% endhint %}

<figure><img src="/files/xEweL0zPxMYeF8fM0BvB" alt=""><figcaption></figcaption></figure>

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🎉 Congratulations, you have successfully completed this section!&#x20;

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#### FAQs:

<details>

<summary>Can I edit a role after creating it?</summary>

Yes, you can modify permissions or update the role description anytime from the Roles list.

</details>

<details>

<summary>What happens if I disable a role?</summary>

Team members assigned to that role will lose the associated permissions until it is re-enabled.

</details>

<details>

<summary>Can multiple team members have the same role?</summary>

Yes, multiple members can be assigned to a single role to maintain consistent access control.

</details>

<details>

<summary>What is the difference between Read, Write, and Delete permissions?</summary>

Read allows viewing access, Write allows creating or modifying data, and Delete allows removing records.

</details>

<details>

<summary>Can I delete a role that is already assigned to a member?</summary>

You may need to reassign or remove team members from that role before deleting it.

</details>

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### Support&#x20;

If you still have questions for our team, write to us at [**support@botpenguin.com**](mailto:support@botpenguin.com). We’ll get back to you within 48 hours.


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