Editing, renaming, or deleting custom Customer Service administration roles

Last published : Apr 17, 2026
You can edit the permissions that are granted to a custom Customer Service administration role.
Note: Any changes that you make to a role are applied to all of the accounts that are assigned to the role.
You can also delete or rename custom Customer Service administration roles.
Note: You cannot delete or rename the built-in roles.
To edit a custom Customer Service administration role
  1. In the left navigation pane of Customer Service, expand Customer Service Rolesand then clickAdministration Roles.
  2. Right-click Custom Rolesand on the shortcut menu clickEdit.
  3. Select or clear the permissions check boxes to grant or remove permissions as required.
  4. Click Save.
To rename a custom Customer Service administration role
  1. In the left navigation pane of Customer Service, expand Customer Service Rolesand then clickAdministration Roles.
  2. Right-click Custom Rolesand on the shortcut menu clickEdit.
  3. In the text box, enter the new name for the custom role.
  4. Click Save.
To delete a custom Customer Service administration role
  1. In the left navigation pane of Customer Service, expand Customer Service Rolesand then clickAdministration Roles.
  2. Right-click Custom Rolesand on the shortcut menu clickDelete.
Customer Service asks you to confirm that you want to delete the role.