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Edit and Assign User Roles
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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. 

Learn more about Roles

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

 

 

 

 

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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