To configure this feature:

1. Ensure the following features are configured:

   • Managing Users in Align
   • Using Functional Profiles
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate Permission Set.

4. Select Objects.

5. Grant the following permissions:

   Object	Object Permissions	Object Types	Fields	Field Permissions
   crm_group__v	CRED	All	aln_vault_instance__v crm_record_id__v	Edit
   aln_functional_profile_group__v	CRED	All	aln_functional_profile__v crm_group__v	Edit

6. Navigate to Admin > Configuration > Objects > aln_functional_profile__v > Layouts.

7. Place the Functional Profile Groups related list on the appropriate layouts.

crm_group__v records that are not assigned to any functional profile are deleted during the next push to the connected Vault CRM instance. Therefore, admins should associate all imported groups to the appropriate functional profiles in Align before enabling group assignments to be pushed to Vault CRM.

To associate a group with a functional profile:

1. Navigate to the Functional Profile Groups related list of the appropriate functional profile.

   

2. Select Create.
3. Search for the appropriate Group.

4. Select Add Row to repeat the process and add all appropriate groups.

   

5. Select Save at the top-right corner of the page.

Once all imported groups are assigned to the appropriate functional profiles, admins can configure the integration with Vault CRM to push these assignments to Vault CRM users:

1. Navigate to the Align Integrations page in the Integrations tab.
2. Select Edit in the Gear menu for the appropriate Vault CRM instance.
3. Navigate to the CRM Integration Options section.

4. Add the Groups value to the Manage CRM Features multi- select picklist.

   

5. Select Save.

Group membership is reflected in Vault CRM during the next push. Admins can verify these assignments are pushed to Vault CRM by locating group__sys in the list of Vault CRM objects impacted by the push.

If a group associated with one or more functional profiles is deleted, the corresponding crm_group__v record in Align is not deleted during the next import. Instead, an error displays in the import log informing admins that the crm_group__v record must first be disassociated from all functional profiles.