> For the complete documentation index, see [llms.txt](https://learn.doubletick.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.doubletick.io/settings/manage-roles/how-do-you-view-role-permissions-and-duplicating-roles.md).

# How do you view Role Permissions and Duplicating Roles

DoubleTick comes with four built-in default roles that you can now view in full detail — so you can see exactly which permissions each role carries. You can also duplicate any role, default or custom, to use it as a starting point for a new custom role.

***

#### <mark style="color:$primary;">**The Four Default Roles**</mark>

<figure><img src="/files/IDK6kO46KJOZRckmJ4d7" alt=""><figcaption></figcaption></figure>

Every DoubleTick account includes the following built-in roles, available at both the Organisation level and Channel level:

**Owner** — Full access to every permission on the platform, including billing, integrations, API keys, SSO, and team management.

**Team Lead** — Can invite and remove team members and view all conversations.

**Team Member – All Chats** — Can view all chats within the team but has no administrative access.

**Team Member – Assigned Only** — Can only view conversations that are directly assigned to them, or conversations that are not assigned to anyone.

Default roles are read-only and cannot be edited.

***

#### <mark style="color:$primary;">**How to View Permissions on a Default Role**</mark>

<figure><img src="/files/ixRb7YN23Spax6DRMXzl" alt=""><figcaption></figcaption></figure>

1. Click **Settings** in the left navigation bar.
2. Select **Roles** from the Settings menu.
3. Choose either the **Organisation Level Roles** tab or the **Channel Level Roles** tab.
4. Click anywhere on the role row you want to view — for example, **Owner** or **Team Lead**.
5. The full permission set opens in a detail view, organised into categories such as Conversation Management, Customer Management, Channel Management, Team Members Management, and more.
6. Each permission is displayed with its name and a plain-English description of what it allows. All checkboxes are read-only — you can review but not modify them.

***

#### <mark style="color:$primary;">**How to Duplicate a Role**</mark>

<figure><img src="/files/14ayrM4hTnQ40mR5v3Hd" alt=""><figcaption></figcaption></figure>

Duplicating a role creates a new editable custom role pre-filled with all the permissions of the original. You can then rename it and adjust the permissions as needed. This works for both default roles and custom roles.

1. Click **Settings** in the left navigation bar.
2. Select **Roles** from the Settings menu.
3. Find the role you want to use as a template.
4. Click the **Duplicate** icon on the right side of that role's row.
5. A new role editor opens, pre-named with a versioned suffix — for example, duplicating **Owner** creates **Owner\_v1**.
6. Click the role name at the top to rename it to something meaningful for your team.
7. Review the pre-filled permissions. Toggle any checkboxes to add or remove permissions as needed. Use the **Search Permissions** field at the top to quickly find a specific permission.
8. Click **Create New Role** at the bottom to save.

Your new custom role will appear in the roles list immediately and is ready to be assigned to team members.

***

#### <mark style="color:$primary;">**Tips**</mark>

* **Start from the closest default role.** If you need a role that is almost identical to an existing one, duplicate it and adjust only the permissions that need to change — this is faster than building a role from scratch.
* **Rename before saving.** The auto-generated name such as Owner\_v1 is just a suggestion. Rename it to something your team will immediately recognise.
* **Duplication works on both tabs.** The Duplicate action is available on both the Organisation Level Roles tab and the Channel Level Roles tab.
* **Default roles are never affected.** Duplicating a default role does not alter the original in any way. It always remains intact and read-only.


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