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How do I assign a role to a user?

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Follow these steps to assign a role to a user:

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
    • You will land on the Settings page.
  3. Look for the User Management section.
  4. Select Users.
  5. Hover on a user record and click the Edit icon shown on the left.
  6. Select a role from the Role picklist.
  7. Click Save.
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