Add roles to the role hierarchy

For Lightning Experience:

1. Click on the Gear Icon

2. Click "Setup"

3. In the Quick Find box, enter "Roles"

4. Click "Roles"

5. Click on "Set Up Roles"

6. Click "Expand All"

7. Under the Role you prefer, click on "Add Role"

8. Fill up the Label, Role Name and select a Parent Role which this Role will report

9. Enter a Role name that will be displayed on Reports

10. Click on "Save & New"

For Salesforce Classic:

1. Click on Setup

2. Expand the "Manage Users" by clicking the arrow beside it

3. Under Manage Users, click on "Roles"

4. Click on "Set Up Roles"

5. Click "Expand All"

6. Under the Role you prefer, click on "Add Role"

7. Fill up the Label, Role Name and select a Parent Role which this Role will report

8. Enter a Role name that will be displayed on Reports

9. Click on "Save & New"

To edit an Existing Role
 

In Lightning Experience:

1. Click on the Gear Icon
2. Click "Setup"
3. In the Quick Find box, enter "Roles"
4. Click "Roles"
5. Click on "Set Up Roles"
6. Click "Expand All"
7. Select "Edit" after the Role name
8. Edit the information you want to change
9. Click Save

In Salesforce Classic:

1. Click on Setup
2. Expand the "Manage Users" by clicking the arrow beside it
3. Under Manage Users, click on "Roles"
4. Click on "Set Up Roles"
5. Click "Expand All"
6. Select "Edit" after the Role name
7. Edit the information you want to change
8. Click Save

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

Guidelines for Success with Roles