Add or Edit Roles in the Salesforce Role Hierarchy

Add a Role to the Role Hierarchy

Lightning Experience

1. Click the Gear icon.
2. Click Setup.
3. In the Quick Find box, enter Roles.
4. Click Roles.
5. Click Set Up Roles.
6. Click Expand All.
7. Under the desired parent role, click Add Role.
8. Enter the Label, Role Name, and select the appropriate Parent Role.
9. Enter the role name that will be displayed in reports.
10. Click Save & New or Save.

Salesforce Classic

1. Click Setup.
2. Expand Manage Users.
3. Click Roles.
4. Click Set Up Roles.
5. Click Expand All.
6. Under the desired parent role, click Add Role.
7. Enter the Label, Role Name, and select the appropriate Parent Role.
8. Enter the role name that will be displayed in reports.
9. Click Save & New or Save.

Edit an Existing Role

Lightning Experience

1. Click the Gear icon.
2. Click Setup.
3. In the Quick Find box, enter Roles.
4. Click Roles.
5. Click Set Up Roles.
6. Click Expand All.
7. Click Edit next to the role you want to modify.
8. Update the required information.
9. Click Save.

Salesforce Classic

1. Click Setup.
2. Expand Manage Users.
3. Click Roles.
4. Click Set Up Roles.
5. Click Expand All.
6. Click Edit next to the role you want to modify.
7. Update the required information.
8. Click Save.

For a step-by-step walkthrough, refer to the Salesforce Help video: "Setting Up Roles in Salesforce" (available at Salesforce Help > Setup > Roles).

Note: The Role detail page, which is accessed by clicking a role, lists the users assigned to that role. Administrators can edit and add users from this page.