Assigning Customer Service administration roles

Last published : Apr 17, 2026
You can assign the Customer Service built-in administration roles or custom administration roles to your company's archive accounts, as required.
Note: You can assign multiple roles to an account if you want.
To assign Customer Service administration roles
  1. In the left navigation pane of Customer Service, expand Customer Service Rolesand then clickAssign Accounts.
  2. From the list of archive accounts, select the account to which you want to assign a role.
  3. On the Role Change page, select the check box for each built-in role or custom role that you want to assign to the account.
    Note: Click the name of a role to see a list of the permissions that are currently granted to that role.
  4. Click Save.