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Edit a user role for your organization

As the Org Admin, you can make changes to user roles for your organization. You can also choose which user role is automatically assigned to any new user in your organization.

Users can be assigned to more than one role.

  1. Click Setup and select User Role Configuration.
  1. To edit the name of a role click the role name link at the top of the page.
  1. To automatically assign a role to new users select the Assign role to new organization members checkbox.
  2. Click Save.

Tip!

Which user roles are assigned by default? See User role secured asset definitions

Grant permissions for a role

  1. In the column for the role, for each listed security setting you want to change, choose:
    • N/A – This is the default value for each permission. It means that nothing has been set for the user. and they won’t be able to use the functionality. Access can be granted or denied through another role.
    • Grant – allow access to the role.
    • Deny – to deny access to the role - in general, not recommended.
  2. Click Save.

Tip!

After you've changed a user's permissions, they may need to log out and log back in for the change to take effect. 

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