Assign granular roles to a functional role

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Assign granular roles to a functional role to give authorized related parties access to the case, and enable additional contacts and consumers access to the sold product.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. In the navigation filter, enter sys_user_role.list.
    2. In the Search field, enter *authorized.
      You can see the list of functional roles that are provided in the base system.
    3. Select the functional role that you want to customize.
    4. From the Contains Roles related list, select Edit and add the desired granular role to the functional role.
    5. Select Save.
      The granular role is added to the functional role.