You can manually add a role to a user's record by selecting the relevant role profile and team. You’ll need the appropriate permissions to perform this action.
Open the user's record.
Click the Roles & Responsibilities tab.
Under the Roles section, click Add role.
📌 Note: If you cannot see the Add role button, you may not have permission to perform this action.
Search for and select the relevant role profile.
Search for and select the team the user will belong to for this role.
Enter the additional details, including the manager for the role and the start date.
Select whether this will be the user's primary role.
Click Add role.
