Roles

Roles in AiPrise allow you to control which team members can access different areas of the Dashboard. Each role defines a specific set of permissions, ensuring that every user has only the level of access required for their responsibilities.

You can create an unlimited number of roles, customise permissions, and assign roles to any team member. This helps you maintain security, accountability, and clean separation of duties across compliance, engineering, operations, and billing teams.

Default Roles in AiPrise

AiPrise provides a set of preconfigured roles commonly used by organisations:

• Admin: Full access to the Dashboard, including all management, configuration, and administrative actions.
• Compliance Analyst: Can review cases, take actions, and handle compliance workflows but cannot modify system-wide settings.
• Developer: Intended for API testing and integration. Developers have access to technical tools but no case management permissions.
• User: Ideal for operations leads, customer success, and support teams who need visibility and coordination without compliance authority.

You may add new roles as per your requirement

Create a New Role

To create a custom role:

• Navigate to Roles in the Dashboard.
• Click Add New Role.
• Enter a Name and Description for the role.
• Select the permissions you want to grant.
• Click Create to save.

The newly created role will appear in your role list and can be assigned to any team member.

Permissions

Each permission controls access to specific features in the Dashboard. Find more about permissions here.

Manage Roles

You can manage existing roles in the following ways:

• Edit Role: Modify the role name, description, or permissions.
• Remove Role: Delete a role that is no longer required.

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Note: A role cannot be deleted if it is currently assigned to a team member.

• Review Permissions: Open any role to see the full list of permissions and what the role allows.