SmartLine

Roles

Define what team members can see and do within SmartLine.

Tips

  • System roles (Owner, Manager, Viewer) cannot be deleted.
  • Create custom roles for specific access patterns.
  • Permissions are organized by category (personas, knowledge, calls, etc.).

Steps

  1. 1

    Review existing roles

    Check the built-in Owner, Manager, and Viewer roles.

  2. 2

    Create custom role

    Click "New Role" and select the permissions you want to grant.

  3. 3

    Assign to members

    Go to Team to assign roles to team members.