Quick summary
The Salesforce role hierarchy controls data visibility by defining which users can view records owned by others. You can check and set up roles in Salesforce through the Advanced Setup menu in just a few clicks.
Steps
- Click the gear icon at the top right of the dashboard to open settings.
- Select Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, search for and select Roles.
- Click Set Up Roles at the bottom of the page.
- You can now view your organizational role hierarchy.
