Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Align/UserMgmt/AppRoles.htm

## 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](FunctProfiles.htm), 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?**

* Align Operational Users – Browser
* [Assigning Application Roles to Roster Members](#Assignin)
* Users require an Align License

### Configuring Assigning CRM Application Roles for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To configure this feature:

1. Ensure [Configuring Align](../Configuration/ConfiguringAlign.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate Permission Set.
4. Select **Objects**.
5. 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 |
6. Navigate to **Admin > Configuration > Objects > aln\_roster\_member\_\_v > Layouts**.
7. Place the **Application Roles** related list no the aln\_roster\_member\_\_v layouts.
8. Navigate to **Align Admin > Align Settings (Production)**.
9. Edit the appropriate record.
10. Add the **Application Roles** value to the Manage CRM Features multi-select picklist.
11. Select **Save**.

### Assigning Application Roles to Roster Members as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Align Operational Users](#)

To assign a specific application role to a roster member:

1. Navigate to the appropriate **aln\_roster\_member\_\_v** record.
2. 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](FunctProfiles.htm). 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.
3. Select **Create**.
4. Search for the appropriate application role.
5. Select **Add Row** to repeat the process and add all appropriate application roles.
6. 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

### Related Topics

[Using Functional Profiles](FunctProfiles.htm)

[Managing Application Profiles in Align](AppProfiles.htm)

[Managing Users in Align](UserMgmt.htm)