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Creating a Role

Creating a Role

Owned by Rohith Natram
Last updated: Apr 24, 2022 by Devina Dev (Unlicensed)

Step-by-step Instructions:

  1. Click on the Setup icon.
  2. Click on the Security menu item
  3. Click on the Roles menu item.



  4. Select the ModuleĀ 
  5. Click on the Add button.



  6. Complete all the fields and Click on the Save button.

7. Go to the Permissions tab and set the specific permissions for the role.


Field Information Table

Field NameDetails/Description











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