Adding Nonstandard User Roles

Use Setup > Manage Users > User Roles to create new, nonstandard user roles for groups of users who require the same sets of customized permissions.

  1. Navigate to Setup > Manage Users.
  2. Select User Roles.
  3. Select Add. or Copy. to insert a new role in the list below the previously highlighted role.

    When you use the Add. method, the initial permissions are the same as the Administrator permissions.

    When you use the Copy. method, the permissions from the highlighted role are copied to the new role.

  4. Enter a unique Name for the new role.
    Note: The Status is set to Active. Active roles are visible in the User Roles list. If you want to retain a role but must keep it from appearing any role selection lists, you can set the Status to Inactive.
  5. Specify the permissions to grant to users assigned to this role.
  6. Select Save.
  7. Use Move icon. if you want to reposition the role in the list.
Once added, active nonstandard user roles can be associated with both new and existing users. If a role's permissions are later changed, the permissions for the users assigned to that role are automatically updated.
Parent topic: User Roles