Roles and permissions

Sendbird provides a number of default SYSTEM ROLEs with pre-defined permissions. These are some of the default roles:

• Owner: Have full access to dashboard
• Admin: Have access to dashboard except for deleting organization
• Billing: Only have access to Billing in dashboard
• Desk Admin: Have access to Desk and its settings
• Desk Agent: Only have access to assigned tickets
• Call User: Can make and receive calls by using the phonebooth in Studio
• Default: Can view the list of applications

In addition to the SYSTEM Roles, the Dashboard provides the ability to create custom roles and with the ability to set access permissions that meet your needs. It’s possible to restrict applications when setting up roles, allowing you to limit permissions for each application. Consider it a best practice to assign Dashboard members to Role with the least viable privileges and then add additional permissions to a role as needed.

1. Log into your Sendbird Dashboard.
2. Go to the Roles page under your account ID on the top-right corner of your dashboard.
3. Click Create Role + to create a new role with custom permissions.
   

   Only Dashboard members with All permissions for both Roles and Members page of the Organization settings can create, edit, and assign roles.

4. Enter a Role name and Description to describe its key permissions.
5. Click Save at the bottom of the page.
   

   View grants read-only access, while All enables full CRUD (Create, Read, Update, Delete) capabilities. The View permissions are required for the menus under Sendbird application's Overview and Org > General sections.

1. Once custom roles are set up, you can assign Dashboard members to them.
2. Go to the Members page under your account ID on the top-right corner of your dashboard.
3. Click Invite + to invite new members to your organization. You can choose from the dropdown list of roles you created earlier.