Assign roles for Service Exchange for Providers (legacy)

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Assign roles to control the actions that are available for each user. In Service Exchange for Providers (sn_nowebonding_pro), you assign roles by group rather than by individual user. When the job descriptions of users change, their roles are automatically updated.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > User Administration > Groups.
    2. Click the group that you want to assign the role to.
    3. In the Roles related list, click Edit.
    4. Add the roles to the group.
    5. Click Save.