Assign Users to Roles

Assign users to a role in the role hierarchy.

Available in: both Salesforce Classic and Lightning Experience

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To assign users to roles:	Manage Internal Users

You can assign a role during the user's creation or from the role's page, which is described in this topic.

From Setup, in the Quick Find box, enter Roles, and then select Roles.
Click Assign next to the name of the desired role.

Note You can also access this page by clicking Assign Users to Role on the role’s detail page. Large organizations should consider assigning roles via the SOAP API for efficiency.
Make a selection from the dropdown list to show the available users.
Select a user on the left, and click Add to assign the user to this role.
Click Save.

To view sharing group members, click Role or Role and Subordinates in the Sharing Groups field.

Note Removing a user from the Selected Users list deletes the role assignment for that user.

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