Assign granular roles to a functional role

Assign granular roles to a functional role to help provide authorized related parties with access to the case, and provide additional contacts and additional consumers with access to the sold product.

Before you begin

Role required: admin

Procedure

1. In the navigation filter, enter sys_user_role.list.
2. In the Search field, enter *authorized.
   You can see the list of functional roles that are provided in the base system.
3. Select the functional role that you want to customize.
4. From the Contains Roles related list, select Edit and add the desired granular role to the functional role.
5. Select Save.
   The granular role is added to the functional role.