Fix roles for external users with intentional internal role assignments

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Review and fix roles for external users that have intentional internal role assignments.

    Before you begin

    Role required: admin

    About this task

    It is recommended that you do not assign internal roles to external users. Use this procedure to review and fix the contacts and consumers that have the following role assignments:

    snc_internal role that is contained by another role.

    Procedure

    1. Navigate to All > Customer Service > Administration > Guided Setup and click Get Started.
    2. In the Fix External User Role Assignment category, click Get Started and then click External users with intentional internal role assignments.
    3. Run the scheduled job to tag users that have intentional user role assignments.
      Users are tagged with the Ext-user-contained-role tag.
    4. Review the list of tagged users.
    5. Manually fix the role assignments for the desired users.