Combine 2 roles

Jira Code : CORP-40

Description: Create a new role “CORP-40 Combined role” by combining the permissions of two roles: Corp Design – Purchasing & A/P, Corp Design – Sales & A/R.

Steps to resolve:

Navigate to  Setup >User /Roles >Show role differences

Select  the roles to be compared in the “Base Role ”  & “Compare To” fields.

Tick the checkbox “show only differences” if we want to see the differences only, otherwise, uncheck, and click “show”.It shows the differences between the roles.

Give the new role higher permissions among both the roles.

Since both the above roles are created in different centres: Sales and Shipping. I choose the sales centre for the new combined role because which has more possibility of including both centre’s permissions.

When I tested the new role I couldn’t find the Inventory centre tab in the new role. So I created a “Center tab” and added “Center categories” with “Center links”.

For that navigate to Centers and tabs>Center tabs> New, and create center tab and similarly “Center categories” & “Center links” too.

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