Duplicate Standard Roles

You must duplicate standard roles for sales administrator, sales manager, sales representative, marketing manager, channel account manager, channel operations manager, partner administration, and partner sales manager.

Note:

Before you duplicate roles, you must run the Import User and Role Application Security Data job from Scheduled Processes to synchronize users and roles in Security Console.

1. Sign in using administrator role.

2. Navigate to Tools > Security Console > Roles and search for the sales manager role.

3. Click Copy Role > Copy Top and Inherited Roles.

4. Click the Summary and Impact Report train stop.

5. Click Submit and Close, then OK to close the confirmation message.

6. Select the check box for Role Copy Status in Administration tab. Wait for Status to be Complete.

Note:

Repeat steps for sales administrator, sales manager, marketing manager, sales representative roles, channel account manager, channel operations manager, partner administration, and partner sales manager.