Assign Users to Roles
- From Setup, enter Roles in the Quick Find box, then select Roles.
- Click Assign next to the name of the desired role. Note You can also access this page by clicking Assign Users to Role from the Users in Role related list. Large organizations should consider assigning roles via the SOAP API for efficiency.
- Make a selection from the drop-down list to show the available users.
- Select a user on the left, and click Add to assign the user to this role.