Note: Telvoip includes several default roles out of the box, including Admin, Supervisor, and Agent. These predefined roles come with a comprehensive set of permissions designed to support common operational responsibilities while ensuring appropriate access and oversight across the platform.

To create a new role, follow the steps below:

From the Dashboard, navigate to Settings, then select Roles from the settings menu to access role management.

Click NEW ROLE to create a new role, and a mini window will open for you to enter a Role Name that clearly identifies the purpose of the role, such as Supervisor, Agent, Admin, or Billing Manager. Provide a Description to help administrators understand the role's responsibilities and intended access level.

Review the available permission categories and select the permissions that should be assigned to the role. In this case, for a Billing Manager role, assign all billing and pricing-related permissions, including access to Billing & Subscriptions, payments, invoices, plans, usage data, and related financial management controls.

Tick all required permissions based on the user's responsibilities and operational requirements, then review the role configuration to ensure the selected permissions are accurate.

Once everything checks out, click CREATE ROLE to save the new role.

Once created, the role will be available for assignment to users within your account, allowing administrators to control access levels and ensure each team member has the appropriate permissions.

The new role will be created under the Custom Roles section, which allows you to create your own roles and defined permissions.

Best Practices

• Follow the principle of least privilege by granting only the permissions required for a user's role.
• Use clear and descriptive role names to simplify administration.
• Group permissions based on job functions rather than individual users.
• Review roles regularly to ensure access remains aligned with organizational requirements.
• Limit administrative and billing permissions to authorized personnel.