Manage role hierarchy

The role hierarchy can be configured through the App Settings section of the application.

To manage role hierarchy:

1. Click Solutions under the Develop section.

   

2. Click the Edit button on the required application.

   

3. Now the development mode will be displayed. Click on the Settings button on the top of the page.

   

4. In Settings page, click on the User Permissions option under Advanced settings section.

   

5. The User permissions page will be displayed. Click on the Roles section.

   

6. Now, click on the down button found adjacent to the Add role button. A drop down list will appear. Select Manage role hierarchy option.

   

7. The Role hierarchy tab will appear. In this tab, configure role hierarchy by choosing the owner of the respective record in each form. Then click Save.

   

8. Now navigate to the Users option under Manage section.

   

9. A list of all the users will be displayed. Click the particular user for whom the role should be assigned.
10. The user details pane will be displayed. Click Add application.

    

11. The Add to application as user popup will be displayed. Select the app to which the roles were added and the role hierarchy was configure. Under the Roles field a drop down containing the list of roles will be shown. Select the role that has to be assigned to the user.

    

12. Click Add. The new role will be assigned to the user.

Related Topics

• Understand roles
• Add new role