Change role permissions

Use Setup → Roles & permissions when several people need the same change in access. A role’s permissions affect everyone who holds that role. You need role-management access, and the selected role must be within the level you can manage.

Review and apply changes

1. Open Roles & permissions and find the existing role.
2. Select Edit permissions. Locked roles cannot be edited from your account.
3. Use Filter permissions… to find the relevant feature or permission.
4. Tick or untick the editable permissions. All and None change the editable permissions in that group; use them only when the entire group is intended.
5. Select Save … changes.
6. Review Granting and Removing in the confirmation. Select Apply, or Keep editing to return.

After applying, check the confirmation and granted-permission count. Changes take effect for all holders of the role immediately. This page edits existing roles; it does not offer a new-role workflow.

Understand unavailable choices

Greyed permissions are outside what you can assign, including permissions you do not hold. They cannot be made editable by selecting All. A role at your own level or above may be locked. Ask the business administrator responsible for access to review the request.

List access, opening one record, creating, updating, posting and approving are different responsibilities. Grant the actions required for the person’s work, then check their role and branch assignments in Users. A hidden branch menu is not proof that the underlying permission has been removed.