Assign Yourself Additional Job Roles Required for Testing

Administrators can use the procedure in this topic to assign themselves the roles they need to test role-specific modifications in the sandbox.

For example, if you're a sales administrator testing UI modifications for sales managers, you must assign yourself the Sales Manager job role. If you're creating your own custom objects, you must assign yourself the Custom Objects Administration role, if this role isn't already assigned to you. The Custom Objects Administration role is required for testing your objects in the sandbox.

Note: You can only assign yourself job roles that are made self-requestable in the role-provisioning rules created by a setup user. A setup user has the privileges to create other users and manage application security.

1. Navigate to the Resource Directory.

2. Select View Resource Details from the Actions menu in your record.

3. On the Resource page, click the Roles tab.

4. Click Add Role.

5. In the Add Role window, search for the role you want to use for testing by name or partial name, select it, and click OK.

   For testing objects you created, you must add the Custom Objects Administration role.

   Note: Available roles include only those that were set up as self-requestable during provisioning rule setup.

   The application returns you to the Resource page and displays the requested role in the Roles Requests region.

6. You can remove a role you no longer need for testing by selecting it and clicking Remove.

7. Click Save and Close.

   The new role becomes available for your use in a few minutes, pending the completion of a background process. The role displays in the Current Roles region the next time you navigate to this page.