Setup · How-to
Change what a role can do
Tick or untick permissions for a role.
Changes apply to everyone who has the role.
Steps
- Open Setup → Roles & access.
- Find the role.
- If the boxes are hidden, select Edit permissions.
- Tick or untick the permissions you want.
- Select Save permissions.
- You see the message Permissions updated.
Common questions
I cannot edit a role.
Locked roles cannot be changed. You also cannot edit a role that holds permissions you lack.