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Spaces

A space holds the work of one team, client or project: its chats, agents, knowledge, tasks and memory. People only see the spaces they’re in. Owners and Admins can enter every space. To create a space, open Settings, then Spaces, and select New space. You need the permission Create spaces. To switch space, select the space name at the start of a page title.

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Roles

A role decides what someone can do. Everyone has one role in the organization, and one in each space they’re in.
The Roles page with the organization roles and the space roles

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Create your own role

1

Start a role

Open Settings, then Roles, and select New role. Give it a name and choose what it applies to: The organization, A space or Guests of a space.
2

Pick its permissions

Tick what the role can do.
You need the permission Manage roles, and you can only give permissions you have yourself.