Creating custom roles and permissions

Control exactly what each team member can see and do with granular role-based access control.

Default roles

AIsoule comes with these built-in roles:

Creating a custom role

1. Go to Settings → Roles
2. Click "New Role"
3. Enter a role name (e.g., "Sales Agent", "Support Lead", "Campaign Manager")
4. Configure permissions using the matrix

Permission matrix

Each resource has up to 3 permission levels:

Available resources

Example role configurations

Sales Agent

• Contacts: Read + Write
• Campaigns: Read + Write
• Templates: Read only
• Analytics: Read only
• Everything else: No access

Support Lead

• Contacts: Read + Write + Delete
• Campaigns: Read only
• Templates: Read + Write
• Users: Read only
• Analytics: Read only
• Audit Logs: Read only

Campaign Manager

• Contacts: Read only
• Campaigns: Read + Write + Delete
• Templates: Read + Write
• Analytics: Read only

Assigning roles to users

1. Go to Settings → Users
2. Click on a user
3. Change their Role dropdown
4. Save

The user's access updates immediately — no logout required.

Tips

1. Principle of least privilege — Give only the access needed
2. Don't give everyone Admin — Create specific roles instead
3. Review quarterly — Remove access that's no longer needed
4. Use for compliance — Audit logs show who did what
5. Test roles — Log in as a test user to verify the role works correctly