🖶

Creating Custom User Roles

If a user requires nonstandard permissions, you can create a custom role for the user.

  1. Select Setup > Manage Users from the menu.
  2. Select the ellipses in the Action column in the row for the user that you want to modify.
  3. Select User Detail.
  4. Select the Override User Role option.
  5. Select Yes to the override the default settings confirmation question.
    The Override User Role option turns On, the user's User Role changes to Custom Role, and the user's permissions are editable.
  6. Make the necessary changes to the user's permissions.
  7. Select Save.
When you return to the Manage Users page, Custom Role appears in the Role column for the affected user.