Creating Custom User Roles

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

  1. Navigate to Setup > Manage Users.
  2. In the row of the user you want to modify and in the Actions column, select the ellipses.
  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 green, 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 Manage Users, Custom Role appears in the Role column for the affected user.