Assign roles to Retail users
Assign specific roles to give retail users visibility into organizations and the hierarchies they manage.
Before you begin
Role required: admin
About this task
Roles control access to features, capabilities, and data in the Retail application.
You can assign roles to individual users or groups. When you apply roles to groups, the members of those groups inherit those roles.
Note:
User roles can be configured during the initial setup process for retail organizations. The user roles can also be configured at any time thereafter as needed.
For the list of roles included with each plugin, see the roles section in each of the plugin links in Components installed with plugins.
For instructions on assigning roles to individual users, see Assign a role to a group.
Procedure
- Navigate to then open a user record.
- In the Roles related list, select Edit.
- In the Collection list, select the desired roles, and then select Add.
- Select Save.