Access and security

Assign roles and permissions

Control module and record actions for team members.

How to do it

Open Users & roles and review the role defaults before editing overrides.
Grant only the actions needed for the job, such as Contacts view or Emails manage.
Use object visibility and custom object permissions when a role needs narrower data access.

Test with an affected account: navigation and API actions both check access.

SupaGent view and manage are separate from Live chat conversation permissions.

Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.