Assigning Application Roles to Individual Roster Members
To support individual business requirements for users who require additional permissions than their assigned functional profile, Align operational users can assign application roles directly to individual roster members.
Application Roles automatically import into Align when User Management configured, enabling Align operational users to quickly assign Application Roles to Align-mastered roster members.
When using this feature independent of functional profiles, all application roles for all roster members are managed via direct assignment. If a user has an application role assigned to them before enabling this feature, the assignment will be removed in the next push unless they are reassigned the application role via Align.
Who can use this feature?
- Browser Users
- Users require an Align License
- Align Operational Users
Configuring Assigning CRM Application Roles for
All Users
To configure this feature:
- Ensure Configuring Align is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate Permission Set.
-
Select Objects.
-
Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permissions
aln_roster_member_application_role__v
CRED
All appropriate object types
- roster_member__v
- crm_application_role__v
- source__v
Edit
- Navigate to Admin > Configuration > Objects > aln_roster_member__v > Layouts.
- Place the Application Roles related list no the aln_roster_member__v layouts.
- Navigate to the Align Integrations tab.
- Select Edit in the Gear menu.
- Navigate to the CRM Integration Options section.
-
Add the Application Roles value to the Manage CRM Features multi-select picklist.
- Select Save.
Assigning Application Roles to Roster Members as
Align Operational Users
To assign a specific application role to a roster member:
- Navigate to the appropriate aln_roster_member__v record.
-
Navigate to the Application Roles related list.
This related list does not reflect any application roles assigned to the roster member via their functional profile. This means that a roster member may be assigned the same application role twice, once via their functional profile, and once directly from their aln_roster_member__v record. The application role is assigned to the CRM user as long as it is assigned to them via one of these methods.
- Select Create.
- Search for the appropriate application role.
-
Select Add Row to repeat the process and add all appropriate application roles.
- Select Save.
Added application roles display in the Roster Member Application Roles related list on aln_roster_member__v records.
Application roles assigned to roster members are added to the corresponding user during the next push.
Data Loading Application Role Assignments
In addition to assigning application roles via the UI, users can also data load application role assignments by upserting aln_roster_member_application_role__v records with the following fields populated:
- aln_roster_member__v – Reference the appropriate aln_roster_member__v record
- application_role__v – Reference the appropriate crm_application_role__v record
- source__v – Enter import__v
