Assign roles to groups for Service Exchange

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Assign roles to control the actions that are available for each user. In the Service Exchange for Consumers application, you assign roles by group rather than by the individual user so that 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 desired roles to the group.
    5. Click Save.