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How do I set privileges to a role to assign records to roles in the same hierarchy?

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Follow these steps to set privileges for a role to assign records:
  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Roles.
    • You will land on the Roles page.
  5. Click on a role in the hierarchy to edit it.
  6. Go to the Can Assign Records To field.
  7. Select Users having Same Role or Same Hierarchy or Subordinate Role.
  8. Click Save.
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