Assembled’s roles and permissions settings allow you to control who can view, edit, and manage various features.

Out of the box role definitions:

There are five default roles in every Assembled instance. Those roles are Administrator, Manager, Team Lead, Standard, and Basic. 

Admin: Typically the role used for an administrator, who can manage integrations, configure account settings, and manage company-wide settings

Managers & Team Leads: Typically the role used for a manager, who can build workflows, add users, view all reports, and manage all knowledge.

Standard: Typically the role used for an agent, who primarily adjusts their user settings (i.e., personalized greeting).

Basic: Typically the role used for a vendor agent, who primarily only needs to be able to change their password.

Out of the box role permissions:

Assigning roles

Navigate to People page to assign users to roles. For instructions on editing users check out this article's section Editing users.