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Roles allow you to manage permissions for large groups of agents more efficiently. You can grant permissions to a group of agents by giving them a role instead of granting agent permissions individually. In the Cloudfon CX CloudCX system, there are two default roles: Administrators and Agents. Administrators have all the permissions and Agents have basic permissions such as accept chats. You can edit Agents permissions or create more roles based on your requirements. To configure roles, you need to be a site administrator or have permission to manage agents. |
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Create a New Role
（1）Log in to Cloudfon CX CloudCX Control Panel.
（2）From the left navigation menu, go to Global Settings > People > Roles.
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To enable or disable role permissions, follow these steps:
（1）Log in to the Cloudfon CX CloudCX Control Panel.
（2）From the left navigation menu, go to People > Roles. On the Roles page, a list of roles is displayed.
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