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# How to Create Customized User Roles(New Design)



**Step 1. Login to the application with valid credentials.**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_yw6wvj.png)

**Step 2. Click on Settings.**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1imvlzs.png)

**Step 3. Under User & Roles, click on Roles.**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1t7ycla.png)

**Step 4. Click on the New Role button.**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1fz5c9a.png)

**Step 5. Enter the required details in all the fields.**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_5o13va.png)

**Sep 6. Assign any of the roles listed below.**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_d3g8ak.png)

**Step 7. Click on the Save button.**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_n8wqlx.png)

 **A validation message will appear on the screen confirming that the user role has been created successfully.**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1fuqfh0.png)


 **Staff As an Admin**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1c52nt1.png)

Staff as admin is selected: If you select the 'Staff as Admin' option then the staff would have the same permissions as Admin. After which, checking/unchecking any other check box will not make any difference.

**Read Only**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_63b99u.png)

Read Only: If you select the “Read Only” check box then the staff will only be able to read/view his own as well as, admin and other staff member's records.

**As Selected (Admin Permission)**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1n8oooi.png)

By choosing this option you can select permissions from the records below (made by admin only).

**All Permission on staff Own records:**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_1t3qiai.png)

Checked: If you select 'All permissions on staff's own records' while all other check boxes are unchecked, it will allow your staff(s) to add/edit/delete/view his own records only. Selecting any other below check boxes after that, however, will not make any difference.

Unchecked: If you un check 'All permissions on staff's own record' then the permission is given to the staff as per the selected check boxes.

**As Selected (Own Permission)**

### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/b/d/3/fbd301f55ae1b800/image_c7gfb2.png)

By choosing this option you can select permissions from the records below (made by the staff himself).