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DealerTeam

Add Roles, build the role hierarchy

A role hierarchy offers sharing settings to determine the level of access users will have to your org’s data. Roles within the hierarchy affect access on key components such as records and reports.

Goal

After completing this how-to video, you will know how to create Roles and build the Role Hierarchy for a dealership.

Roles and the Role Hierarchy

 

What's Next

Understand Profiles and learn how to clone, create, and edit User Profiles.