FAQs in this section
How do I assign a profile to a user role?
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?
Do field-level permissions in a profile apply to every module?
How do admins manage the ability to modify the From email in Case replies?
Why am I unable to change the From email while replying to a Case?
How do I associate a profile with a user?
Table of Contents
You cannot associate a profile to a user directly. You must link a profile to a role and then assign the role to users.
Follow these steps to link a profile to a role:
Follow these steps to link a profile to a role:
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Roles.
- Click on a role to edit it.
- Select Assign privileges from existing profiles under Privileges.
- Select the profiles under Assign Profiles.
- Click Save.
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Users.
- Open a user record to set the role.
- Click the Edit icon on the top right side.
- Look for the Roles field.
- Select a role.
- Click Save.
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