Role permission management

Edit role permissions

Within that organization, you can click "Edit role permissions", set permissions for members who are already in that group.

Role permission functions include:

• Add role:Create role groups for the organization (e.g., marketing department). When new members join, applying the role automatically grants the corresponding permissions

• Edit role:Modify basic information such as role name, description, or department

  • Assign role permissions:Configure the functional modules and operation scope that the role can use

  • Assign members:Add organization members to the specified role to manage permissions centrally

  • Assign AI:Assign AI assistants that the role can operate, covering the corresponding inbox, internal conversation and AI settings

• Delete role:Remove roles no longer in use to keep the organization’s permission structure tidy

1. Create a role and assign permissions

Click the top right "Add role" to enter the new role's name and check the permissions that the role can have.

2. Edit name and permissions

Go to the edit page, edit the role's name, and check the permissions that the role can have.

3. Assign members

On the edit page, the second tab "Assign members" allows you to add or remove members you want to assign to the role.

4. Assign AI assistants

5. Delete role