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

# How to Set Up User Roles and Permissions in ChatSyncs

> A User Permission package controls what a team role can do in ChatSyncs — turn a feature on or off, then set whether that role can create, update, or delete it.

<Frame>
  <img src="https://mintcdn.com/chatsyncs/sAsjFfzcUITpKpey/images/learn/user-roles-and-permissions/step-01-user-permission-list.png?fit=max&auto=format&n=sAsjFfzcUITpKpey&q=85&s=95f65830de29584f20b3f2ac48b71ffb" alt="ChatSyncs left navigation with Control Panel and User Permission selected, the Create button highlighted, and a permission package row's Edit and Delete action icons highlighted" width="1262" height="537" data-path="images/learn/user-roles-and-permissions/step-01-user-permission-list.png" />
</Frame>

**Control Panel → User Permission** lists the permission packages (roles) you can assign to
team members under [How to Add and Manage Team Members](/learn/chatsyncs-team-management/add-and-manage-team-members-in-chatsyncs). Each row shows its
**Package ID**, **Package/Role** name, **Type**, **Status** (enabled/disabled), **Price - USD**,
**Validity - days**, and whether it's the **Default** role. Click **Create** to define a new
one.

## The permission matrix

<Frame>
  <img src="https://mintcdn.com/chatsyncs/sAsjFfzcUITpKpey/images/learn/user-roles-and-permissions/step-02-permission-matrix.png?fit=max&auto=format&n=sAsjFfzcUITpKpey&q=85&s=4f683943e7f89e90fc94e6038dffe628" alt="Permission matrix with toggles for features like Bot AI Token, Chatbot Manager, Incoming Message to Webhook URL, Live Chat, Live Chat - Widget, Live Chat - Number Mask, Live Chat - Translator, Live Chat - Advanced, Broadcast, WhatsApp - Carousel Template, WhatsApp - Click Ads, each with Create/Update/Delete/Special checkboxes" width="736" height="538" data-path="images/learn/user-roles-and-permissions/step-02-permission-matrix.png" />
</Frame>

Each permission package is built feature-by-feature. Turn a feature's toggle on to grant access
to it at all, then check **Create**, **Update**, **Delete**, and/or **Special** to control what
that role can do with it. Features include things like **Bot AI Token**, **Chatbot Manager**,
**Incoming Message to Webhook URL**, **Live Chat** (and its **Widget**, **Number Mask**,
**Translator**, and **Advanced** sub-permissions), **Broadcast**, **WhatsApp - Carousel
Template**, and **WhatsApp - Click Ads** — the list continues with the rest of ChatSyncs'
features.

For example, to give a support agent role access to handle live chats but not send broadcasts:
turn **Live Chat** on with **Create**/**Update** checked, and leave **Broadcast** toggled off.

## Frequently asked

<AccordionGroup>
  <Accordion title="How do I stop a team member from sending broadcasts?">
    Edit their **User Permission** package and toggle **Broadcast** off (or leave its
    Create/Update/Delete/Special boxes unchecked) — they'll keep access to whatever else their
    role allows.
  </Accordion>

  <Accordion title="What's the difference between toggling a feature off and unchecking its Create/Update/Delete/Special boxes?">
    The toggle controls whether the role can access the feature at all. The
    Create/Update/Delete/Special checkboxes control which specific actions they can take within
    it once access is granted.
  </Accordion>

  <Accordion title="Where do I assign a permission package to a team member?">
    Permission packages are created here, then assigned to a user from
    [How to Add and Manage Team Members](/learn/chatsyncs-team-management/add-and-manage-team-members-in-chatsyncs).
  </Accordion>
</AccordionGroup>

## Learn From a Use Case

* [Availability-Based Conversation Assignment](/learn/availability-based-conversation-assignment-with-chatsyncs-business-problem) —
  defines the shared Team Role that groups the rotating agents together.
