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?
Who can set up profiles?
How do I define the permissions of 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 are profile permissions different from Sharing Rules?

How do I link a role to a profile?

Follow these steps to link a role with a profile:
  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.
  5. Click on a role to edit it.
  6. Select Assign privileges from existing profiles under Privileges.
  7. Select the profiles under Assign Profiles.
  8. Click Save.
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