FAQs in this section
What is the relationship between roles and profiles? Why am I getting the Permission Denied error when I try to approve a record? How do I add a profile? Can I create a role with out selecting a profile? How to enable or disable import and export permissions of a profile? How do I see which role a profile is related to? Are there separate Create and Edit options in Profiles? What is a profile? How are profile permissions different from Sharing Rules? Who can set up profiles? How do I define the permissions of a profile? How do I link a role to a profile? Can I define field-level permissions for a profile? How do I delete a profile? How do I associate a profile with a user? Do field-level permissions in a profile apply to every module?
How do I assign a profile to a user role?
Table of Contents
Follow these steps to assign a profile to a user role:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- You will land on the Settings page.
- Look for the User Management section.
- Select Roles.
- Click on a role to edit it. For example, CEO.
- Select a profile under the Assign Profiles field.
- Click Save.
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