Assigning a role to a user

Each user has one role. You can assign a role to a user when creating a User record and you can edit an existing User record to change the role.

To assign a user's role:

  1. Navigate to the Setup home page:

    • From an application page, do one of the following:
      • Select Setup Home from the Platform menu.
      • Select Setup Home from the application switcher.
  2. Click Users under Administrative Setup.
  3. Click Edit next to the user you want to edit.
    The user edit page opens.
  4. In the Login and Role area, from the User Role drop-down field, select a role. You can also select No Access, in which case the user cannot access any applications or components.
    Note: By Default, a user with No Access role will not receive a welcome email.

    Assign User Role

  5. Click Save. The user now has the selected role.