Creating and Managing Change Security Role Tasks for Automations
Administrators can add Change Security Role tasks to automation triggers on the User Journey entity. This automation task changes a user's security role to a predefined security role.
One example of using this automation is to change a partner user's security role to a qualified partner security role after they have completed an onboarding user journey.
Requirements
To create, add, and manage change security role tasks for automations, users must be assigned a security role with the following permissions:
- Administrator System Role
To create and manage activity tasks for automations:
- In the Setup Home page, click Create > Automations.
- Click the user journey automation for which you want to add or edit a change security role task.
- In the Automation Tasks section:
- If you want to create a new task, click New, then select Change Security Role, and then click Next.
- If you want to edit an existing task, click on it.
- Complete the provided fields:
- Name: Enter a name for the Task.
- Sequence: Enter a number to order in which the Task is performed during the Automation.
- Description: Enter an optional description of the Task.
- Configure the following Change Security Role Task information:
- Security Role: Select the security role the user will be assigned to when the task is executed.
Note*: Users can only be switched to security roles of the same type.
- Click Save.
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