Users & roles

People in your organization need the right role so they only see and do what their job requires. CXGear ships three system roles. You cannot edit or delete them, but you can extend them into custom roles.

System roles

Role	Purpose
Admin	Full access: projects, billing, users, integrations, everything
Agent	Take live voice calls and (when enabled) chat sessions; view projects and light analytics
Supervisor	Everything an Agent can do, plus dialler desk tools, chat supervision, and broader analytics

Screenshot needed

Roles tab showing Admin, Agent, Supervisor with system badges.

Where: Manage users → Roles

Save as: src/assets/screenshots/12-roles-list.png

Invite a user

1. Open Manage users (user menu).
2. Click Invite user.
3. Enter full name, email, and a temporary password (they should change it later).
4. Assign one or more roles. New invites default toward Agent when that role exists.
5. Save.

The invite counts against your plan’s user seat limit.

Screenshot needed

Invite user drawer with roles checklist.

Where: Manage users → Invite user

Save as: src/assets/screenshots/13-invite-user.png

Who is online

Admins see:

• How many users are online now
• Device label (for example Chrome on macOS)
• IP address
• Last active time

The list refreshes when you open the page (and when you refresh), so you can audit access.

Screenshot needed

Users list with online banner and a row showing device and IP.

Where: Manage users → Users

Save as: src/assets/screenshots/14-users-online.png

Extend a system role

When Agent is almost right but you need one more permission:

1. Open Roles.
2. Click Extend on the system role (or View then Extend as new role).
3. Give the custom role a new name.
4. Tick or untick permissions.
5. Save.

The original system role stays unchanged. You cannot grant full Admin (*) through a custom role — use the Admin system role for that.

Next

• Permissions
• Dialler overview