Configuring Multiple Roles and Assigning it to Users

All Salesforce users are assigned the same role, which is ‘Std SAML User Role’ by default. This document provides details on how to configure multiple roles and assign specific roles to individual users.

Prerequisites

• Install the Pramata Managed Package. To install, refer to Salesforce Managed Package Setup.

• In case you have already installed the Pramata Managed Package, ensure that in Step 3: Create Pramata Connected App of the Salesforce Managed Package Setup, you have added the following custom attribute (Attribute Key: pramata_role | Attribute Value: $User.prmtlw__Pramata_Role_Name__c)

Step 1: Add ‘Pramata Role’ Field to the User Layout

1. On the top right corner of the screen, click Setup.

2. In the left navigation pane, use the Quick Find box to type Object Manager.

3. Click Object Manager and from the list of Label, search and select the User Standard Object.

4. From the left panel, select User Page Layouts.

5. Click the User Layout hyperlink.

6. From the User Layout section, click Fields, use the drag and drop action to move the Pramata Role button within Additional Information section.

7. In the User Layout section, in the top left corner, click the Save button.

Step 2: Add Picklist Values (Multiple Roles) to Pramata Role

1. On the top right corner of the screen, click Setup.

2. In the left navigation pane, use the Quick Find box to type Object Manager.

3. Click Object Manager and from the list of Label, search and select the User Standard Object.

4. From the left panel, select Fields & Relationships.

5. Use the Quick Find box to search and select the Field Label Pramata Role.

6. In the Values section, click the New button.

7. In the Pramata Role box, type the list of Role names. These values must exactly match the roles defined in the Pramata Platform's User Management module to ensure accurate role assignment. Administrators can refer to the User Management module to export and verify the precise role names. This exact match is crucial for the system to recognize and assign roles correctly.

8. Click Save.

Step 3: Assign a Role to a User

1. On the top right corner of the screen, click Setup.

2. In the left navigation pane, use the Quick Find box to type Users.

3. In the All Users page, click Edit against the name of the User for which you want to assign a new Role.

4. Scroll down to the Additional Information section, from the Pramata Role drop-down list, select an appropriate Role for the User.

5. Click Save.