After you create roles, you assign them to users.
2. In the
Roles list, click the role you want to assign to a user, and then on the record page, on the
Users tab, on the
Role Users list, click
Link(
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).
3. In the
Link Related Users list, select the users to whom you want to assign this role, and then in the top left corner, click
Link Selected Records (
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).