Assign roles for Service Exchange for Providers (legacy)
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
- Navigate to .
- Click the group that you want to assign the role to.
- In the Roles related list, click Edit.
- Add the roles to the group.
- Click Save.