# Roles & Permissions

{% hint style="warning" %}
Requires the **Manage user roles & permissions** user permission to edit
{% endhint %}

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## Assigning Roles & Permissions

Roles are assigned to users in [Users](https://documentation.proto.cx/docs/settings/workspace/users) settings.

Permissions are applied to custom roles. Create a new role for each permission set you wish to assign.

***

## Admin Role

The only preset role in Proto AICX is the "admin" role with these characteristics:

* Has every permission granted
* Is assigned to the workspace's creator by default
* Can be assigned to multiple users in the workspace
* Must be assigned to at least one user at all times
* Cannot be modified
* Cannot be deleted

***

## Custom Roles 

Every non-admin role is a custom role, unique to your workspace.

To generate and manage non-admin roles, select **Roles & Permissions** from the [settings panel](https://documentation.proto.cx/docs/settings/settings) for all applicable options.

### Create

Select **Create Role** to open the role settings panel with these options:

* **Name**
* **Description** (optional)
* **Role Type —** can only be set when creating role, and determines which [permission set](#permissions) gets applied:
  * **Workspace** — for general permissions
  * **Team** — for permissions given to live agents within a [team](https://documentation.proto.cx/docs/settings/workspace/teams)
* **Permissions** — at least one must be selected.

Press **Save** to confirm the role.

***

### Configure

In the Roles table, select an existing **role** to open its settings panel.

The **Name, Description**, and **Permissions** can be modified, but not the **Role Type**.

All settings for the default "admin" role can be viewed but not modified.

***

### Delete

Custom roles can be deleted when they are not assigned to any users.

1. In [Users](https://documentation.proto.cx/docs/settings/workspace/users) settings, ensure nobody has the role(s) currently assigned 
2. In Roles & Permissions, select the role(s) by their **checkbox**.
3. Press **Delete Role** and confirm the action.

***

## Permissions

Proto AICX offers dozens of granular permissions that can be assigned to a custom role. The role's Workspace or Team **Role Type** chosen during role creation determines the permissions available:

<table><thead><tr><th width="529">Permission</th><th width="121">Workspace</th><th width="130">Team</th></tr></thead><tbody><tr><td><em><strong>Workspace</strong></em></td><td></td><td></td></tr><tr><td>Manage workspace</td><td>✔</td><td></td></tr><tr><td>Manage teamspaces</td><td>✔</td><td></td></tr><tr><td>Manage user roles &#x26; permissions</td><td>✔</td><td></td></tr><tr><td>Manage users</td><td>✔</td><td></td></tr><tr><td>Manage teams</td><td>✔</td><td></td></tr><tr><td></td><td></td><td></td></tr><tr><td><em><strong>Billing</strong></em></td><td></td><td></td></tr><tr><td>Manage billing</td><td>✔</td><td></td></tr><tr><td>    View billing</td><td>✔</td><td></td></tr><tr><td></td><td></td><td></td></tr><tr><td><em><strong>Teamspace</strong></em></td><td></td><td></td></tr><tr><td>Manage ban rules &#x26; reasons</td><td>✔</td><td>✔</td></tr><tr><td>    View ban rules &#x26; reasons</td><td>✔</td><td>✔</td></tr><tr><td>Manage tags &#x26; tag groups</td><td>✔</td><td>✔</td></tr><tr><td>    View tags &#x26; tag groups</td><td>✔</td><td>✔</td></tr><tr><td>Manage email template alerts &#x26; domains</td><td>✔</td><td>✔</td></tr><tr><td>    View email template alerts &#x26; domains</td><td>✔</td><td>✔</td></tr><tr><td>Manage canned replies</td><td>✔</td><td>✔</td></tr><tr><td>    View canned replies</td><td>✔</td><td>✔</td></tr><tr><td>Manage profile iFrame</td><td>✔</td><td>✔</td></tr><tr><td>View all exports</td><td>✔</td><td>✔</td></tr><tr><td></td><td></td><td></td></tr><tr><td><em>AI Agents</em></td><td></td><td></td></tr><tr><td>Manage AI agents</td><td>✔</td><td>✔</td></tr><tr><td>    View AI agents</td><td>✔</td><td>✔</td></tr><tr><td></td><td></td><td></td></tr><tr><td><em>Livechats</em></td><td></td><td></td></tr><tr><td>View all livechats</td><td>✔</td><td>✔</td></tr><tr><td>    View livechats assigned to their teams</td><td>✔</td><td>✔</td></tr><tr><td>    View livechats assigned to them</td><td>✔</td><td>✔</td></tr><tr><td>Manage all livechats</td><td>✔</td><td>✔</td></tr><tr><td>    Manage livechats assigned to their teams</td><td>✔</td><td>✔</td></tr><tr><td>    Manage livechats assigned to them</td><td>✔</td><td>✔</td></tr><tr><td>Export all livechats</td><td>✔</td><td>✔</td></tr><tr><td>    Export livechats assigned to their teams</td><td>✔</td><td>✔</td></tr><tr><td>    Export livechats assigned to them</td><td>✔</td><td>✔</td></tr><tr><td>Download all livechat exports</td><td>✔</td><td>✔</td></tr><tr><td>    Download livechat exports initiated by their teams</td><td>✔</td><td>✔</td></tr><tr><td>    Download livechat exports initiated by them</td><td>✔</td><td>✔</td></tr><tr><td>Transfer and takeover livechats they manage</td><td>✔</td><td>✔</td></tr><tr><td></td><td></td><td></td></tr><tr><td><em>Tickets</em></td><td></td><td></td></tr><tr><td>View all tickets</td><td>✔</td><td>✔</td></tr><tr><td>    View tickets assigned to their teams</td><td>✔</td><td>✔</td></tr><tr><td>    View tickets assigned to them</td><td>✔</td><td>✔</td></tr><tr><td>Manage all tickets</td><td>✔</td><td>✔</td></tr><tr><td>    Manage tickets assigned to their teams</td><td>✔</td><td>✔</td></tr><tr><td>    Manage tickets assigned to them</td><td>✔</td><td>✔</td></tr><tr><td>Export all tickets</td><td>✔</td><td>✔</td></tr><tr><td>    Export tickets assigned to their teams</td><td>✔</td><td>✔</td></tr><tr><td>    Export tickets assigned to them</td><td>✔</td><td>✔</td></tr><tr><td>Download all ticket exports</td><td>✔</td><td>✔</td></tr><tr><td>    Download ticket exports initiated by their teams</td><td>✔</td><td>✔</td></tr><tr><td>    Download ticket exports initiated by them</td><td>✔</td><td>✔</td></tr><tr><td>Transfer and takeover tickets they manage</td><td>✔</td><td>✔</td></tr><tr><td></td><td></td><td></td></tr><tr><td><em>People</em></td><td></td><td></td></tr><tr><td>Manage all people</td><td>✔</td><td>✔</td></tr><tr><td>    View all people</td><td>✔</td><td>✔</td></tr><tr><td></td><td></td><td></td></tr><tr><td><em>Analytics</em></td><td></td><td></td></tr><tr><td>Manage Winnow iFrame</td><td>✔</td><td>✔</td></tr><tr><td></td><td></td><td></td></tr><tr><td><em>AICX</em> <em>Add-Ons</em></td><td></td><td></td></tr><tr><td>Manage IP allowlist</td><td>✔</td><td></td></tr><tr><td>    View IP allowlist</td><td>✔</td><td></td></tr></tbody></table>


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