# Manage roles

Learn more about user roles, what they are, how they work, and how they intersect with the features enabled on the account.

## Roles and features

Roles and features form the foundation of permission management within the Infobip web interface.

- **Roles** define a set of permissions assigned to users, determining what they can access, view, or modify within the platform. You can think of a role as an official designation that governs user capabilities.
- **Features** refer to specific functionalities, performance aspects, or attributes of the product. Access to these features is granted based on the user’s assigned role.

By assigning roles to users, administrators control which features are available to each user, ensuring proper access control and system security.

Note
Not every role has all the permissions related to a specific feature. For example, the **Analyze manager** role can see **Accounts** and **Users** (because **Reports** can be filtered by account and by user), but cannot edit these features.

## Predefined roles

A **role** represents a set of responsibilities typically performed by a user on the Infobip web interface. Roles determine access levels and permissions, ensuring each user has the right capabilities for their tasks.

### General roles [#general-roles-predefined-roles]

| Role                    | Description |
|-------------------------|-------------|
| **Account admin**     | Account access, security, two-factor authentication, password policies, API keys. |
| **Analyze manager**     | Tracks message and channel metrics, creates reports, and finds delivery issues in logs. |
| **Campaign manager** | **Broadcast**: Sends messages.<br/><br/> **Flow**: Creates and designs Draft flows. |
| **Flow controller** | Launches and stops existing flows. |
| **Finance manager** | Adds money to the account balance and oversees messaging cost with access to financial analytics. |
| **Customer profile manager**      | Manages profiles on People, the customer data platform.  |
| **Channel setup and integrations** | Setting up communication channels and third-party integrations. Includes number purchase, email domain configuration, connecting databases, and other preparations required to send or receive calls and messages. |

### Conversations roles [#conversations-roles-predefined-roles]

| Role                          | Description |
|-------------------------------|-------------|
| **Conversations setup** | Establish queues, routes, automations, and other settings needed for Conversations to work. |
| **Agent for Conversations**       | Replies to conversations assigned to them. |
| **Analytics for Conversations** | Tracking conversation efficiency on dashboards, report scheduling, and exchanging data with other systems. |
| **Supervisor for Conversations**     | Manages all conversations, regardless of assignment. |
| **Viewer for Conversations**     | Views conversations in assigned queues for monitoring or compliance. Does not consume a seat, impact capacity or analytics, or allow replying to conversations. |

### Answers roles [#answers-roles-predefined-roles]

| Role                | Description |
|---------------------|-------------|
| **Chatbot designer** | Creates and edits chatbots in Answers. Can view all chatbots, their status, and analytics. |
| **Chatbot publisher**  | Activates chatbots in Answers so they become available to their audience. |
| **Chatbots (view only)** | Monitors chatbots and analytics in Answers with view-only access. |

### Knowledge Base roles [#knowledge-base-roles-predefined-roles]

| Role                    | Description |
|-------------------------|-------------|
| **Knowledge base manager** | Creates, edits, and publishes the knowledge base.  |
| **Knowledge base user**    | Has access to published content in the knowledge base.  |

### Content roles [#content-roles-predefined-roles]

| Role                    | Description |
|-------------------------|-------------|
| **Campaign approval manager** | Checks prepared campaigns and launches them in Broadcast. |
| **Campaign content creator** | Creates content and prepares audience for Broadcast campaigns but cannot send messages. |
| **Content manager** | Manages creation and editing of message content with the permission to delete content.  |

## Custom roles

Custom roles allow for tailored permission sets based on unique organizational needs. However, we recommend using predefined roles whenever possible:

- **Predefined roles** are **automatically updated** to support new features and capabilities.
- **Custom roles** must be **updated manually by request**, which may introduce delays in accessing the latest functionalities.

Use custom roles only when standard roles do not meet your specific requirements.

## View, edit, and add roles

Roles define what users can view or manage within the Infobip web interface. Assign roles to ensure users have access only to the areas relevant to their responsibilities.

To access the list of roles:

1. Log in to your Infobip account.
2. In the navigation menu, select the **Profile** icon.
3. Go to **Account settings** → **Roles**.

You will see two tabs:

- **Default**: View and manage predefined system roles.
- **Custom**: View, create, and manage roles tailored to your organization’s needs.

## Manage default roles

The **Default** tab displays all predefined roles, each with the following details:

- Role name
- Description
- Number of users
- Number of permissions
- Number of [scopes](https://www.infobip.com/docs/essentials/api-essentials/api-authorization#api-scopes)

Select the **three-dot menu** next to a role to edit or duplicate it. Default roles can be modified by updating their membership. For example, if you open the **Account admin** role for editing, you can add users to the role and then select **Save** to apply the changes.

## Manage custom roles

In the **Custom** tab, you can:

- Search for custom roles using the search bar
- View details such as:
  - Role name
  - Description
  - Number of assigned users
  - Number of permissions
  - Number of [scopes](https://www.infobip.com/docs/essentials/api-essentials/api-authorization#api-scopes)

Use the **three-dot menu** to **edit**, **duplicate**, or **delete** a custom role.

### Create a custom role [#create-a-custom-role-manage-custom-roles]

To define a role tailored to your organization’s needs:

1. Go to the **Custom** tab in the **Roles** section.
2. Select the **Create Role** button.

On the **Create role** page, define the following basic information:

- **Role name**: Required field
- **Role description**: Optional field to provide additional context

### Assign permissions [#assign-permissions-manage-custom-roles]

In the **Permissions** tab, you will see all available atomic permissions organized into collapsible sections. Each section includes:

- A short **description** of what it covers
- A **count** of permissions selected within that section

You can:

- Use **Select all** to quickly assign all permissions within a section
- Review each permission individually
- Select the **Scopes** link next to a permission to open a modal that shows the related [scopes](https://www.infobip.com/docs/essentials/api-essentials/api-authorization#api-scopes) and explains which API access the permission **provides**

### Import permissions into a custom role [#import-permissions-into-a-custom-role-manage-custom-roles]

On the **Create role** page, you can **import** the full permission set from one or more default roles. Additionally, you can **adjust** the permission set by adding or removing specific permissions. The same functionality is available when **editing** existing roles.

Note
Importing permissions adds to your existing selection without removing any permissions you have already configured. Future updates to default roles **will not** automatically apply to your custom role.

To import permissions:

1. In the **Permissions** tab, select the **Import permissions** button in the upper-right area of the permissions list.
2. A dialog opens displaying all available default roles. Review the list and select one or more roles whose permissions you want to import.
3. Select **Import** to add the permissions from the selected roles to your custom role.
4. A confirmation message appears indicating the import was successful.

After importing, the permissions appear in the appropriate sections. You can then **add additional** permissions, **remove** unwanted ones, or **adjust scopes** to match your specific requirements.

Important
When you delete a custom role, all users assigned to that role **lose** the associated permissions. This cannot be undone.

### Select users [#select-users-manage-custom-roles]

After configuring permissions, assign the role to specific users who need it for their tasks and responsibilities.

1. Go to the **Users** tab.
2. Click the **Select users** button.
3. From the **All users** sidebar, select one or more users.
4. Once selected, users will appear in the main list. The user list includes:
   1. **Name**
   2. **Username**
   3. **Email**
   4. **Last login**
   5. **X** button to unassign the role from a user
5. When you are done assigning users and configuring permissions, select **Save** to create the role.

If needed, you can also choose to duplicate the role to reuse its configuration elsewhere, or delete it entirely before saving.