Assign roles to external users—Consoles

Assign roles to external users so that they can complete tasks in an instance. When a console user slides in to an instance, the console user is identified as a named external user.

When you assign a role to console users, external users are assigned the permissions from that role. In an instance, external users can complete the activities that they have permissions for.

Learn about assigning permissions to roles.

Named role-based permissions apply to Partner (VAR) consoles.

1. Go to My practice or Console > All > Users and contacts > and select Users.

2. Find the console user and select Edit.

3. Select the Roles information tab.

4. Select an empty row under Role name, then choose a role from the dropdown.

   If you do not see the role that you need, you can create and assign a new role by selecting Add. Learn how to define roles for console users.

5. Save your changes.

6. When the Verify your identity page appears, enter your password.