CX user roles and permissions

Learn more about what roles a user has and what they can access with or without permissions.

The following user roles are available:

User role	Description	Has access to
Admin	Admins have permissions to all areas of the admin interface.	Salesforce action settings Create, edit, and delete rules View dashboards Create cases Can view all new and historical cases regardless of workflow state.
Power User	Power Users are able to create rules, cases, and view dashboards.	Create, edit, and delete rules View dashboards Create cases Can only view cases they have been assigned.
Author	Authors are able to view the dashboards and create cases.	Viewing dashboards and create cases. Can only view cases they have been assigned.
Agent	Agents can edit and create cases.	Edit and create cases on the Case List page. Can only view cases they have been assigned.