> ## Documentation Index
> Fetch the complete documentation index at: https://clapvo.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a role

> Define a new role and choose which features it can access.

Roles bundle a set of permissions you can assign to a user. Use them to keep responsibilities clear and to limit exposure to sensitive controls.

## Before you start

* Admin permission to manage roles
* A clear idea of what the role should and should not see

## Steps

<Steps>
  <Step title="Open Account -> Roles">
    Navigate to the roles page.
  </Step>

  <Step title="Click Create role">
    Open the role builder.
  </Step>

  <Step title="Enter a name">
    Describe the role responsibility (for example, Support Agent or Campaign Operator).
  </Step>

  <Step title="Pick permissions">
    Toggle permissions for each module and action this role can access. Permissions are granular — you can allow a role to view chats but not delete them, or access campaigns but not manage contacts.
  </Step>

  <Step title="Save">
    Create the role.
  </Step>
</Steps>

## Tips

* Start with the minimum permissions needed and grant more only when someone is blocked.
* Prefer deactivating a role over deleting it if you might need it again.

## Related

* [Edit a role](/docs/getting-started/users-and-roles/edit-role)
* [Activate or deactivate a role](/docs/getting-started/users-and-roles/activate-deactivate-role)
* [Mask customer numbers](/docs/getting-started/users-and-roles/mask-number)
* [Cannot access a module](/docs/support/troubleshooting/cant-access-module)