Fix roles for external users with intentional internal role assignments

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Review and fix roles for external users that have intentional internal role assignments.

    Antes de Iniciar

    Role required: user_admin, sn_crm_foundation_admin, and system_scheduler_admin

    Por Que e Quando Desempenhar Esta Tarefa

    You must not assign internal roles to external users. Use this procedure to review and fix the contacts and consumers that have the snc_internal role contained by another role.

    Procedimento

    1. Navigate to All > Customer Service > Administration > Guided Setup and select Get Started.
    2. In the Fix External User Role Assignment category, select Get Started and then select External users with intentional internal role assignments.
    3. Run the scheduled job to tag users that have intentional user role assignments.
      Users are tagged with the Ext-user-contained-role tag.
    4. Review the list of tagged users.
    5. Manually fix the role assignments for the desired users.