Managing User Roles (Video)

User Roles make assigning the same set of permissions to multiple users easy. Roles also control which Dashboard a user will see on their Dashboard report. 

User roles allow for three options:

• Explicitly Allow - the user has this permission
• Explicitly Deny - the user cannot have this permission
• Or Manage at the User Level - a user may be granted this permission on their user record
  
  
  
  
  

Create a User Role

1. Go to Setup > User Roles.
2. Click Add Role.
3. Enter a Name for the role.
4. Assign an existing Dashboard.
5. Grant rights as desired. See this article for more information on how user roles impact users and permission definitions.
   NOTE: Best practice is to explicitly disallow the Admin permission except on the Admin role.
6. Click Save.

Update User Roles

1. Go to Setup > User Roles.
2. Click Edit.
3. Adjust as desired. See this article for more information on how user roles impact users and permission definitions.
4. Click Save.
   
   

Additional Information

• Understanding User Roles and Permissions
• Dashboards

Users Learning Path: Adding Users via import