> ## Documentation Index
> Fetch the complete documentation index at: https://wapnotify.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles & permissions

> How to create custom roles, configure module permissions, and set visibility scopes for your team.

Roles control what each team member can see and do in WapNotify. Every user is assigned exactly one role.

## Built-in roles

Two system roles exist in every workspace and cannot be deleted:

| Role      | Access                                                                        |
| --------- | ----------------------------------------------------------------------------- |
| **Admin** | Full access to everything — settings, billing, all conversations and contacts |
| **Agent** | Access based on configured permissions and visibility scope                   |

## Create a custom role

1. Go to **Settings → Roles**.
2. Click **New role**.
3. Enter a **name** and optional **description**.
4. Configure permissions (see below).
5. Set the **visibility scope**.
6. Click **Save**.

Assign the role to team members from **Settings → Team**.

## Module permissions

Each role has granular permissions per module. Toggle each permission on or off:

| Module            | Available permissions                      |
| ----------------- | ------------------------------------------ |
| **Contacts**      | View, Create, Edit, Delete, Import, Export |
| **Conversations** | View, Send, Resolve, Assign                |
| **Broadcasts**    | View, Create, Send, Delete                 |
| **Templates**     | View, Create, Edit, Delete                 |
| **Leads**         | View, Create, Edit, Delete                 |
| **Analytics**     | View                                       |
| **Dashboard**     | View                                       |
| **Settings**      | Manage roles, tags, quick replies          |

## Visibility scope

The visibility scope determines which conversations and contacts an agent can see:

| Scope    | What the agent sees                           |
| -------- | --------------------------------------------- |
| **Own**  | Only records assigned directly to them        |
| **Team** | Records assigned to anyone with the same role |
| **All**  | Every record in the workspace                 |

Set the scope under the **Visibility** section when creating or editing a role.

## Share with peers

When visibility scope is set to **Own**, agents cannot see each other's conversations by default. Enable **Share with peers** on a role to allow agents with the same role to see each other's records.

Use case: a team of agents where any agent should be able to cover for another during absences, without giving them full **All** access.

## Role hierarchy

Roles can have a parent role. A child role inherits visibility from its parent — child agents can see records assigned to their parent role group.

This supports org-chart structures: a team lead role sees everything their agents see, without needing **All** scope.

## Assign a role to a user

1. Go to **Settings → Team**.
2. Click a team member.
3. Change their role using the **Role** dropdown.
4. Save.

Role changes take effect on the user's next page load.