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Roles control what each teammate can see and change in Chatarmin CX.

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Default roles

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Set role permissions

1

Open Permissions

Go to Settings → Permissions, or open permissions.
2

Select a role

Edit Support or Basic. Admin cannot be restricted.
3

Toggle permissions and save

Changes apply immediately to everyone with that role.
Dashboard metric scope is configurable for Support and Basic. Enable Organization Metrics and/or Other Agents Data when someone needs more than their own numbers. See Who can see metrics. Sharing a dashboard is separate: it only controls whether the dashboard appears in their list. Channel restrictions apply in the inbox and in search (including Cmd+K).
1

Assign channels to a team

Go to Settings → Teams, or open teams. Open the team and set Manage Channel Access.
2

Save

Team members only see and search tickets from those channels.
Override broader access per agent when someone needs more than their team default.
If someone cannot see a page or button, check Permissions and their team’s channel access first.
Related: Settings sitemap, Dashboard, Views and filters.