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On Demand Global Settings Current - User Guide

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Deleting a custom role

You cannot delete a default role.

Before deleting a role, you must remove all users from the role and either assign them a new role or remove them from the organization.

1
In the side navigation panel, expand the Access Control item and select Roles.
2
In the Roles list, click on the Action menu for a role and select Delete.

Access Control: Users

Organization user credentials are based on email addresses. To log in to On Demand using the email address, the user must create a On Demand account with the email address. To create an On Demand account, see Signing up and creating an organization.

Perform the following tasks on the access control Users page:

Once you have added a user, inform them that they have been added to an organization and specify the email address or Azure AD account used. Direct the new users to sign in to the organization using the procedures under Inviting new users.

Adding a user to your organization and assigning a role

On Demand is configured with default roles. To create a custom role, see Access Control: Roles.

When a user is added to a role, the user receives an email informing them of the action.

1
In the side navigation panel, expand the Access Control item and select Users.
2
In the User Name field, enter the email address of the user you want to add.
The user name must use the email address format <local_part>@<domain>.
3
In the Assigned Role field, enter the role name. An auto-complete list offers suggestions based on your input.
5
Click Add.

Editing user roles

On Demand is configured with default roles. To create a custom role, see Access Control: Roles.

When a user is added to a role, the user receives an email informing them of the action.

1
In the side navigation panel, expand the Access Control item and select Users.
3
On the right side of the Role field for the user, click the edit icon to make the Role field editable.
4
Click inside the editable Role field and begin typing the name of the role you want to add. An auto-complete list offers suggestions based on your input.
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