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Rahul Chavan 36
how to assign profiles to role or user
hey guys plz help ,how to create role heirarchry like diretor then manger and executive and then how to assign profile to role plz guide me in deatil srep wise with help of sharing setting
Hi,
A user role is the name of a set of permissions that are needed by a particular group of users (such as data mining results reviewers). The application includes predefined user roles, which can be modified or added to by a superuser. When you create a user profile, you can assign one or more user roles to the user profile.
1. Click Settings
The Settings page appears.
2. In the Manage Users section, click Edit User Profiles.
The User Profiles page appears.
3. To edit a user profile, click the row menu () for a user profile, and then click Edit.
The Edit User Profile page appears.
4. Click Assign Roles.
The Assign Roles page appears, listing all user roles.
5. To assign roles to or remove roles from the user profile, check or clear user role check boxes.
6. Click Save.
Please mark it as the Best Answer If it helps you.
Thank You
All Answers
find you answer by following url.
https://trailhead.salesforce.com/content/learn/projects/protect-your-data-in-salesforce/set-defaults-and-create-role-hierarchy
above url will be good for you for finding your answer.
Thank you
Hi,
A user role is the name of a set of permissions that are needed by a particular group of users (such as data mining results reviewers). The application includes predefined user roles, which can be modified or added to by a superuser. When you create a user profile, you can assign one or more user roles to the user profile.
1. Click Settings
The Settings page appears.
2. In the Manage Users section, click Edit User Profiles.
The User Profiles page appears.
3. To edit a user profile, click the row menu () for a user profile, and then click Edit.
The Edit User Profile page appears.
4. Click Assign Roles.
The Assign Roles page appears, listing all user roles.
5. To assign roles to or remove roles from the user profile, check or clear user role check boxes.
6. Click Save.
Please mark it as the Best Answer If it helps you.
Thank You