> ## Documentation Index
> Fetch the complete documentation index at: https://docs.get2dial.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and permissions

> How access works in Get2Dial: the three built-in roles, per-user capability overrides, and custom roles you define.

Every user in your workspace has a role that sets a starting point for what they can see and
change, and that starting point can be adjusted per user or replaced entirely with a role
you define yourself.

## How it works

Get2Dial has three built-in roles:

| Role           | Typically                                                            | Ordering                |
| -------------- | -------------------------------------------------------------------- | ----------------------- |
| **Agent**      | Takes and places calls, works dispositions                           | Least access            |
| **Supervisor** | Runs the floor: live monitoring, agent management, QA                | Between agent and admin |
| **Admin**      | Owns the workspace: users, telephony, campaigns, compliance settings | Most access             |

Underneath the three roles is a finer-grained **capability system**: around two dozen
resource areas (carriers, queues, campaigns, DNC, recordings, live monitoring, API keys, and
more), each set to **none**, **read**, or **write** for a given user. A role is only a
starting set of these capabilities — assigning "Supervisor" to a user sets their
capabilities to the supervisor defaults, and you can then adjust any individual capability
for that person without changing their role label.

You can also define a **custom role**: a named, reusable set of capabilities you build once
and assign to any number of users. Assigning a custom role replaces a user's individual
capability overrides rather than merging with them — the custom role becomes the sole
source of that user's access.

## When to use it

Use the built-in roles as-is for most of your team — they match how a contact center is
actually staffed. Reach for a **per-user override** when one person needs an exception (a
senior agent who needs to see reports, for example). Reach for a **custom role** when the
exception applies to a group of people you'll be creating repeatedly — it's one definition
instead of repeating the same overrides on every account.

## What it affects

Capabilities gate both what a user can see in the workspace and what their API key (if they
have one) can do — the same capability model applies to both. Narrowing access is the main
lever for satisfying an internal security review or audit.

## Change a user's role or capabilities

<Steps>
  <Step title="Go to the user's profile">
    In the left navigation, select **Users**, then select the person.
  </Step>

  <Step title="Change their role, or edit individual capabilities">
    Choose a different built-in or custom role, or open **Capabilities** and set an
    individual resource to **None**, **Read**, or **Write**.
  </Step>

  <Step title="Save">
    Select **Save**. The change applies the next time they load a screen that depends on it
    — no sign-out required.
  </Step>
</Steps>

To build a custom role rather than adjust one person at a time, go to **Roles** in the left
navigation.

## Limits and constraints

There is no limit on how many custom roles a workspace can define. See
[Limits and quotas](/reference/limits-and-quotas).

## Next steps

<CardGroup cols={2}>
  <Card title="Invite users" href="/account/invite-users" />

  <Card title="Search the audit log" href="/account/audit-log" />

  <Card title="Connect a SIP carrier" href="/voice/connect-a-carrier" />
</CardGroup>
