Inviting Agents & Role Permissions

By following this guide, you will learn how to create roles and invite agents to your workspace efficiently, ensuring a smooth onboarding experience for your team and clear access control from day one.

Creating Roles

Before agents can be invited, roles must be created first. Roles define what agents are allowed to see and do in Askyura, such as handling conversations, managing bots, accessing channels, or viewing reports. Assigning roles during the invitation process helps prevent permission issues later and reduces the need for manual adjustments after agents join.

Step 1: Open Role Management Settings

Go to Settings from the main navigation, then select Roles.

Step 2: Create a New Role

Click the Create New Role button to start defining a new role for your agents.

Step 3: Define Role Details

Enter a Role Name and add a short description to explain the purpose of this role.

After you filled all the field, click Create new Role Button

Step 4: Configure Permissions

Select the permissions that define what agents with this role can access and manage in Askyura. Each permission controls access to specific features, helping you align agent responsibilities with the right level of access.

To make setting permissions easier we provide 2 features:

Shortcuts: Click a shortcut to move directly to the section of the permissions you want to select.
Select All: If you want this role to have all permissions, simply check Select All Permissions.