Manage role hierarchy

To manage role hierarchy:

1. In Settings page click on the Users option under Advanced settings section.

   

2. The Users page will be displayed. Click on the Roles section.

   

3. Now, click on the down button found adjacent to the Add role button. A drop down list will appear. Select Manage role hierarchy option.

   

4. The Role hierarchy tab will appear. In this tab, configure role hierarchy by choosing the owner of the respective record in each form. Then click Save.

   

5. Click on the Users option. A list of all the users will be displayed.

   

6. Select the particular user for whom the role should be assigned.

   

   The Choose role option will be displayed. When you click on it, a drop down containing the list of roles will be shown. Select the role that has to be assigned to the user.

   

   The new role will be assigned to the user.