Understanding user roles

  • Updated

Understanding user roles

User roles can control the reporting structure or hierarchy of your organization and also, the accessibility of data. Users at any given role can view, edit, and report  all the data owned by or shared with the users below them in the hierarchy. You can assign multiple users to a role, but one user can be assigned only one role. 

Note:

You can create 500 roles for your organization, as per the Salesforce defined limit. Refer to this article for information on increasing the number of roles.

Creating a user role

Prerequisites

The following is the prerequisite to create user roles:

  • A Salesforce account is created.

Steps

Perform the following steps to create user roles:

  1. Log in to your Salesforce account.

  2. Go to your Username.

  3. Click Setup, Administer, Manage Users.

  4. Select Roles.

    The Understanding Roles page is displayed.

  5. Click Setup Roles.

    The Creating the Role Hierarchy page is displayed.

  6. Click Add Role.

    The New Role page is displayed.

  7. Specify the Label. This is the business name of the role. For example, Loan Approver.  

  8. Specify the Role name. This is the API name of the role. If you tab out of the Label field, this field is updated by default.

  9. Specify or click on the lookup icon to select to whom This Role Reports To. For example, VP Loans.

  10. Specify the Role Name as displayed on Reports. For example, on all reports, the loan approver may be listed as the Loan Manager.

  11. Click Save.

    The user role is created and the role detail page is displayed. If you have created users, you can assign the required users to the role at this time, by clicking Assign Users to Role and following the directions on the page.

In This Article