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Assign a role to a user

Assign a role to a user

A user inherits roles from all groups to which the user belongs. You can also assign roles directly to a user. Whenever a user is assigned a new role, it only takes affect after logging in with a new session.

Before you begin

Role required: user_admin or admin

About this task

A user automatically inherits roles from all groups the user belongs to. These roles cannot be deleted from the user's record, only from the group's record. Roles can also be associated directly with the user.

To add roles to a user's record:


  1. Navigate to User Administration > Users.
  2. Open a user's record.
  3. In the Roles related list, click Edit.
  4. Select the desired roles in the Collection list, and then click Add.
  5. Click Save.