How to Create Custom Roles
How to Create Custom Roles
The Squaretalk Platform includes default permission levels like Agent, Manager, and Admin.
However, if you need more control, you can create Custom Roles to define exactly what users can and cannot access.
📌 Note: Admin permissions are required to create custom roles.
Step-by-Step: Create a Custom Role
Go to Settings → Users & Permissions → Roles and click “+ Add Role”
💡Useful Tip 1: To speed up setup, you can duplicate an existing role by clicking the Copy button in the Actions column.
💡Useful Tip 2: To edit an existing role, simply click the role row to open the side panel with all role settings.
Give a Name to your Role (for example, Support Supervisor), and select the Level (Admin, Manager, Agent).
📌 Important: The baseline Level defines the “DNA” of the role. For example, selecting Manager gives access to management functions, which you can later restrict.
You will see permission categories. Go through each section and select exactly what the role can access.
Click Create to apply the changes.
✅ Your custom role is now available and can be assigned to users.
Done 🎯
You now know how to create custom roles in the Squaretalk Platform.
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