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On Demand Global Settings Current - User Guide

Working with On Demand Overview of On Demand Signing up for On Demand Managing organizations and regions Adding users to an organization Managing your Azure tenants and on-premises domains On Demand Home page Configuring settings Documentation roadmap Technical Support

Adding a user and assigning a role

The flow chart that follows shows the process for adding users and assigning a role. The first step is to view the default role permissions settings. If required, you can create custom roles with specific permission settings to align with your company policies.

Once you have added a user, you must invite the user to sign in to the organization.

Viewing role permissions

Creating a custom role

Adding a user to your organization and assigning a role

Inviting new users

Access Control: Roles

Each access control role has a specific set of permissions that determines what tasks a user assigned to the role can perform Your On Demand organization comes configured with a number of default roles. The default role permissions settings cannot be changed, but you can create custom roles with specific permission settings to align with your company policies.

Perform the following tasks from the Access Control | Roles page:

Viewing role permissions

Use the Roles page to view the list of roles defined for your organization. You can also view the users assigned to each role.

1
In the left side navigation panel, expand Access Control and select Roles.

Creating a custom role

You can create roles with a custom set of permissions. Default roles cannot be edited. You must create a custom role to enable editing.

1
In the side navigation panel, expand Access Control and select Roles.
NOTE: You can define a role based on an existing role. In the Roles list, click on the Action menu for a role and select Duplicate.
3
On the Create Role page, enter a Role Name and Description.
7
In the Add User to <custom_role> field, enter the email address of the user you want to add.
8
Click Add User.
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