👔 Custom Roles
Create custom roles with specific permissions for each team function.📋 What are Custom Roles?
Roles define what each user can/cannot do. Default Roles:✨ Why Use Custom Roles?
Security
Access only to necessary
Organization
Clarity of responsibilities
Compliance
Regulatory requirements
Scalability
Easy to add new users
🆕 Create Custom Role
- “Settings” → “Custom Roles”
- “New Role”
- Configure:
Sales SupervisorDescription: “Sales team supervisor with reports access” Permissions:
Conversations
Contacts
Reports
Settings
- Save
🎯 Role Examples
1. Sales Supervisor
3. Financial Analyst
📋 Available Permissions
Conversations
Contacts
Reports
Settings
💡 Best Practices
Design
✅ Principle of least privilege: Only necessary access✅ Clear names: “Sales Supervisor” not “Role3”
✅ Document: What role is for
✅ Review regularly: Permissions still appropriate?
Management
✅ Start restrictive: Add permissions as needed✅ Test before: Validate with 1 user
✅ Quarterly audit: Review who has what
✅ Immediate revocation: Former employee → disable
Compliance
✅ Document access: Who approved each role✅ Audit trail: Changes to roles logged
✅ Separation of duties: No one person too much power

