User Roles & Permissions in ArminCX
In ArminCX, you can manage team access by assigning specific roles to members. This ensures that every team member has exactly the access they need to perform their tasks without compromising account security.
Watch this Loom here, or read through the step-by-step description down below:
1. Default Roles
ArminCX comes with predefined roles to simplify user management:
Admin: Has full, unrestricted access to the entire platform, including billing, API settings, and team management. Note: Admin permissions cannot be restricted.
Support: Designed for agents focusing on customer interaction. Typically has access to the Inbox and customer data but limited access to technical settings.
Basic: A restricted role for users who only need to view specific data or perform basic tasks without changing core configurations.
2. Customizing Role Permissions
You can fine-tune access for each role (excluding Admin) by navigating to:
Settings > Role Permissions
Our permission system is organized into four main categories. Each category contains detailed sub-settings that can be toggled on or off to match your team's needs:
Dashboard (Currently Active): Control access to specific metrics, activity feeds, and overview charts.
Navigation (Coming Soon): Customize which menu items and platform sections (e.g., Flows, Contacts) are visible.
Settings (Coming Soon): Restrict access to technical configurations like API keys or Billing.
Tickets (Coming Soon): Manage permissions for viewing, assigning, or deleting support tickets.
3. Current Implementation Status (as of March 2026)
We are currently rolling out the granular permission system in phases to ensure maximum stability:
Category | Status | Description |
Dashboard | Available | You can now fully customize dashboard visibility for all roles. |
Navigation | Coming Soon | Granular control over the sidebar menu. |
Settings | Coming Soon | Protection for sensitive account data. |
Tickets | Coming Soon | Advanced support inbox permissions. |
4. How to Update Role Permissions
Go to Settings in the main navigation.
Click on the Role Permissions tab.
Select the role you wish to edit (e.g., Support or Basic).
Toggle the specific permissions on or off.
Click Save Changes. Changes will apply immediately to all users assigned to that role.
Pro Tip: If a team member says they "can't see a certain button," check their Role Permissions first to ensure the corresponding page or feature is enabled for them.