Creating and editing roles in Tymeshift

You can create custom agent roles in Tymeshift that reflect the unique positions on your team, such as administrator, manager, team leader, and agent.

Note: When a user has a role assigned, you can't edit their permissions from the agent permissions page. You must remove the role first.

This article contains the following sections:

• Creating a custom agent role
• Setting an agent’s role
• Editing and deleting custom agent roles

Related articles

• About agent permissions

Creating a custom agent role

You can create custom agent roles in Tymeshift that reflect the unique positions on your team, such as administrator, manager, team leader, and agent.

To create a custom agent role

1. Hover over the admin icon, then click Roles.
2. Click Add Role.
3. Enter a Name for the role. For example, Agent.
4. Select the permissions you want that role to have.
   
5. Click Create.

Setting an agent's role

To set an agent's role

1. Hover over the admin icon, then click Agent Permissions.
2. Click the agent’s name.
3. Click No Role, then select the role you want to assign to the agent from the list.
   

Editing and deleting custom agent roles

To edit or delete a custom agent role