Customer roles are used to manage the access and permissions of customers (contacts) in an organization.

Create a customer role

1. Go to Settings > Customer Management > Roles, select + Create new.

2. Enter the role name and description.

3. Select an object, such as Ticket or Inbox, to assign permissions.

4. To restrict permissions, select + Add condition and create a custom condition.

5. To apply privileges to all subtypes of the object, select Apply to all subtypes.

6. To configure privileges for specific subtypes:

   1. In the subtype section of the object, select Add.

   2. Select the subtype to update privileges.

   3. To further restrict privileges, add a custom condition as with object roles.

7. Select Save.

Update a customer role

1. Go to Settings > Customer Management > Roles, select the role to update.

2. Select Edit.

3. Update the role details.

4. Select Save.

Assign a customer role

1. Go to Settings > Customer Management > Roles, select the role to assign.

2. Select Assign role.

3. To assign the role to a customer group:

   1. Select + Groups.

   2. Search for and select the groups.

   3. Select Assign role.

4. To assign the role to a customer:

   1. Select + Customer.

   2. Search for and select the customers.

   3. Select Assign role.