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How to Create a Custom Role with Custom Permissions on DeskDay
How to Create a Custom Role with Custom Permissions on DeskDay

Creating a custom role with specific permissions in DeskDay allows you to tailor access levels based on your organization's needs. Follow these steps to set up a new custom role:

Jebin Joice avatar
Written by Jebin Joice
Updated over 2 weeks ago

Step 1: Access Roles & Permissions

  1. Open the Control Center.

  2. Navigate to the Roles & Permissions section.
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Step 2: Create a New Role

  1. Click the "Role +" button located in the upper-right corner.
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  2. A side-drawer will appear with fields to enter the Role Name and Description.

  3. Fill in the required details and proceed to the next step.

Step 3: Assign Permissions

  1. In the next screen, you will see various permission options categorized under:

    • Service Desk

    • Billing

    • Reports

    • Customers

    • Control Center

  2. Select the relevant permissions for the new role.
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Step 4: Define Access Levels

Each section provides three access levels:

  • Full Access – Complete control over the selected module.

  • Limited Access – Restricted permissions based on predefined rules.

  • No Access – Prevents the user from viewing or modifying the section.

Step 5: Finalize the Role

  1. Review the selected permissions.

  2. Click "Finish" to create and save the new role.

Your custom role is now successfully created and will be available under the Roles & Permissions section for assignment.

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