---
title: "Setting Up Role-Based Access"
description: "## **Overview** Role-based access ensures team members only see and manage cases relevant to their role. --- ## Default Roles - **Admin** → Full access to settings, billing, cases, and integrations. - **Manager** → Manage cases, monitor SLA, escalate issues, manage agents.…"
url: "https://digicase.io/docs/setting-up-role-based-access/"
updated: "2025-08-23"
category: "🔒 Security & Compliance"
---

# Setting Up Role-Based Access

## **Overview**

Role-based access ensures team members only see and manage cases relevant to their role.

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## Default Roles

- **Admin** → Full access to settings, billing, cases, and integrations.
- **Manager** → Manage cases, monitor SLA, escalate issues, manage agents.
- **Agent** → View and work only on assigned cases.
- **Viewer** → Read-only access for executives or auditors.

---

## Assigning Roles

1. Go to **Settings → Team Members**.
2. Select a user → **Edit Role**.
3. Choose from Admin, Manager, Agent, Viewer.

---

## Custom Permissions (Pro & Enterprise)

- Restrict by **Case Category** (e.g., Finance cases only).
- Restrict by **Department** (e.g., Customer Service, IT).
- Escalation rules limited to Managers only.

✅ **Tip:** Always keep at least 2 Admins for continuity.