Custom user roles are only available in Advanced editions, or Plus editions with an additional fee.
There are two options: start from scratch or simply clone a default user role and modify it as needed.
If you just need to edit a couple of permissions and the user roles will therefore remain largely unchanged, the latter is probably the fastest and easiest way.
If, however, you want to fully customise new user roles for your team members, you can create them from scratch. Naturally, only Administrators can create custom roles.
To create one, follow these steps:
Go to Admin > User Management > Roles (in Lightning App this is under Settings).
Select ‘Add Custom Role’.
Name your new role - keep it simple and intuitive.
Select the permissions you want to grant.
To copy a user role, whether it’s a default or a custom role you’ve created, navigate to User Roles and select ‘Copy’ next to the role you want to duplicate. Follow the same process of naming, editing the permissions, and saving the changes.
Once your roles have been created, you can start creating or assigning roles to your users. You can do this individually or by importing users in bulk.
You might come up against challenges with managing users across Pardot and Salesforce, or within multiple Business Units. Here are a few blogs we’ve already written about those:
Feeling stuck with user management? Our team of certified specialists implement Salesforce software and manage user roles in Pardot (Account Engagement) frequently, so we know exactly what needs to be done and in what order. Contact us for a friendly chat.