Edit and Assign User Roles
Apr 28, 2022
After the initial setup of your org, ongoing maintenance may require editing user roles. This is done in Setup by System Administrators. You can edit a role or assign a Role to a user from the Roles page.
Edit a User Role
1. To view detailed information on a role, go to Setup>Quick Find Box: Roles > Roles.
2. If necessary, click Setup Roles.
3. Next to the role name, in the Role Detail related list, click Edit.
4. After making changes, click Save.
Assign a User to a Role
1. From the Roles menu, next to the role name, in the Role Detail related list, click Assign.
2. From Available Users, select the User.
3. Click Add.
4. Click Save.
