---
title: "Agent Roles"
slug: "agent-roles"
updated: 2025-04-02T04:31:01Z
published: 2025-04-02T04:31:01Z
canonical: "docs.team-tracks.com/agent-roles"
---

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

# Agent Roles

**Agent roles** are assigned to agent users who access the **agent portal**. There are two types of agent roles:

- **Read-Write (RW) Roles:** Allow users to view, modify, and manage objects, dashboards, lists, and reports.
- **Read-Only (RO) Roles:** Allow users to view but not modify the available content.

### Create a New Agent Role

To create an agent role,

- In the **Admin Interface**, navigate to **Agent Roles**.
- A list of existing Agent roles will be displayed.
- **Create or Clone:**
  - Click **"Create New"** to define a new role.
  - Alternatively, use the **Clone** option to duplicate an existing role and modify it.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(253).png)

- **Provide Role Details:**
  - **Name:** Enter a unique name for the role.
  - **Description:** Add a brief description of the role’s purpose.
  - **Type:** Choose one of the following:
    - **RW (Read-Write)** – Grants permission to modify content.
    - **RO (Read-Only)** – Grants view-only access.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(254).png)

> [!NOTE]
> Note
> 
> Once the role type is defined, it **cannot be modified**.

### Managing Role Permissions

To manage the newly created role, open it to configure its permissions and access.

#### Add Agents

- Click the **"+"** icon to add Agent users to this role.
- A list of available Agents will be displayed for selection.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(256).png)

### **Additional Role Permissions**

- **Default Dashboard:**
  - Select a default dashboard that will be displayed to users with this role.
- **Permissible Dashboards:**
  - Choose the dashboards accessible for this role.
- **Permissible General Lists:**
  - Select the lists accessible to this role.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(257).png)

### **Track Permissions**

1. **Add a Track to the Role:**
  - Select the **Team** and **Track** from the dropdowns and click **Add**.
  - All permissible Tracks will be listed below.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(258).png)

#### Manage Individual Track Permissions

- Click on the specific **Track** where you want to configure role permissions.
- This opens sections where you can manage permissions for different item types within the Track.

#### Example

To make a **Display View** accessible:

- Open the Track.
- Go to the **"Permissible Display View"** section.
- Click the **"+"** icon.
- Select the desired Display View from the list.
- Click **"Add Selected"** to apply the changes.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(260).png)

Below are the item types within a Track where permissions can be configured:

- **Permissible List Views** – Grant access to specific list views.
- **Permissible Display Views** – Allow permission to view objects.
- **Permissible Edit Views** – Allow permission to edit objects.
- **Permissible Add Views** – Control access to adding objects.
- **Permissible Delete Views** – Allow permissions to delete objects.
- **Reports** – Assign report access.
- **Charts** – Enable access to charts.
- **Documents** – Allow access to relevant documents.

#### Comment and State Permissions

**Comment Permissions:**

- Enable the checkbox to make the comments Read Only for the role.

**Restrict State Changes:**

- If you do **not** want users with this role to modify object states using the dropdown explicitly, disable the state permissions.
- You can either:
  - Uncheck **all states** to revoke state-change privileges entirely.
  - Uncheck **specific states** that should remain unmodifiable by users with this role.

![](https://cdn.document360.io/31abc2bc-21c1-457d-a88c-27afd2eed7d6/Images/Documentation/image(261).png)