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Assign a role to a user

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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

To grant the admin role to a user, you must also have the admin role. To grant the security_admin role to a user, you must also have the security_admin role, and must elevate to the security_admin role before granting the security_admin role to other users. See Elevate to a privileged role.

You cannot delete roles that are assigned to the group from the user record. You must remove the user from the group record.

Procedure

  1. Navigate to User Administration > Users and then open a user record.
  2. In the Roles related list, click Edit.
  3. In the Collection list, select the desired roles, and then click Add.
  4. Click Save.
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