# Default permission sets

> We recommend you get started by duplicating one of the permissions defined below, and then customizing it to best fit your needs. 

Source: https://help.kustomer.com/en_us/default-permission-set-HykHpTLhw

Last updated: 2025-11-17T22:12:27.023Z

We recommend you get started by duplicating one of the permissions defined below, and then customizing it to best fit your needs.

The following default permission sets are included in Kustomer:

*   **Owner**  
    Full access to everything in Kustomer. This permission set can’t be deleted or changed by another permission.  
      
    
*   **Administrator**  
    Access to everything in Kustomer.  
      
    
*   **Content Administrator**  
    Access to update customers, send messages, view reports, create teams/users/searches, and manage the knowledge base.  
      
    
*   **Manager**  
    Access to update customers, send messages, and has access to Reporting, Searches, and creating teams, users, and searches.  
      
    
*   **User**   
    Can update customers and send messages, but doesn’t have access to settings or configurations.

**Notes:** 

*   You can only duplicate the default Content Administrator, Manager, and User permission sets.
*   AI assistants inherit the same permissions as the capabilities they assist with. 

The following table shows a breakdown of the exact access granted by each default permission set. 

**Object/Product Area**

**Access Level**

**Content Administrator**

**Manager**

**User**

Company

Read/View

X

X

X

Create

X

X

X

Update

X

X

X

Delete

  

  

  

Customer

Read/View

X

X

X

Create

X

X

X

Update

X

X

X

Delete

X

X

  

Merge Customers

X

X

X

Conversation

Read/View

X

X

X

Create

X

X

X

Update

X

X

X

Delete

  

  

  

Merge/Split Conversations

X

X

X

Forward Conversations

X

X

X

KObjects

Read/View

X

X

X

Create

X

X

X

Update 

X

X

X

Delete

X

X

X

Apps (Shopify Actions)\*

Run All Actions (Return & Cancel)

X

X

X

Channel Management

Read/View

X

X

X

Knowledge Base

Read/View

X

X

X

Create

X

  

  

Update

X

  

  

Delete

X

  

  

Brands

Read/View

X

X

X

Shortcuts

Read/View

X

X

X

Create

X

  

  

Update

X

  

  

Delete

X

  

  

Templates

Read/View

X

X

X

Create

X

  

  

Update

X

  

  

Delete

X

  

  

Proactive Messaging

Read/View

X

X

X

Create

X

  

  

Update

X

  

  

Delete

X

  

  

Snippets

Read/View

X

X

X

Create

X

  

  

Update

X

  

  

Delete

X

  

  

Tags

Read/View

X

X

X

Create

X

X

X

Update

X

X

X

Delete

X

  

  

Klass Management

Read/View

X

X

X

Reporting

Read/View

X

X

  

Create

X

X

  

Update

X

X

  

Delete

X

X

  

Export Reports

X

X

  

View User Performance

X

X

  

Searches

Read/View

X

X

X

Export Searches

X

X

  

Global Search

X

X

X

Bulk Actions

X

X

X

Organization and Localization

Read/View

X

X

X

Status

Read/View

X

X

X

Routing

Read/View

X

X

X

Update

X

X

X

Business Rules

Read/View

X

X

X

SLAs

Read/View

X

X

X

Business Schedules

Read/View

X

X

X

Billing

Read/View

X

X

X

Audit Logs

Read/View

X

X

X

Satisfaction

Read/View

X

X

X

Users

Read/View

X

X

X

Create

X

X

  

Update

X

X

  

Delete

X

X

  

Teams

Read/View

X

X

X

Create

X

X

  

Update

X

X

  

Delete

X

X

  

AI-Enabled Features

Read/View

X

X

  

  

**\*Note:** Currently, Shopify is the only app that appears in this section once installed.
