How can I assign roles to users?

After creating roles, you can assign them to the users in your organization. A user with an Administrator profile will have access to all the data irrespective of the role assigned to the user.

To assign roles to users:

  1. Click Setup > Users & Permissions > Users.
  2. In the Users page, click the <User Name>.
  3. In the User Details page, click Edit.
  4. Select the specific Role from the lookup box.
  5. Click Save.