Role-based permissions allow teams greater functionality around managing permissions. Agents assigned to a role will inherit the specific permissions assigned to that role.
To access the Agents Settings page, click the symbol (located upper left) to expand the dashboard menu, and then click Settings. After navigating to the Settings page, click on Agents:
From the Agents Settings page, select an agent by clicking on the to the left of the agents name. This will open the current agent permissions, and include a Role dropdown where the agent role can be updated to one of the existing roles in your account:
Once a role has been assigned to an agent, their permissions will be updated instantly. Previous permissions assigned to that agent will be overwritten by the role’s permissions.
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