Assigning CRM Application Roles to Individual Roster Members

To support individual business requirements for users who require additional permissions than their assigned functional profile, admins can assign application roles directly to individual roster members.

Vault CRM Application Roles automatically import into Align instances with User Management configured, enabling admins to quickly assign Application Roles to Align-mastered roster members.

When using this feature independent of functional profiles, all application roles for all roster members are managed via direct assignment. If a user in Vault CRM had an application role assigned to them before enabling this feature, the assignment will be removed in the next push to CRM unless they are reassigned the application role in Align.

Configuration

To configure this feature:

  1. Grant the Align Integration User and Align end users the following permissions:

    Object

    Object Permissions

    Fields

    Field Permissions

    roster_member_application_role__aln

    Create, Delete
    • roster_member__aln
    • crm_application_role__aln
    • source__aln

    Edit
  2. Add the manage_crm_features__aln field to the vault_crm_instance__aln object page layout.
  3. Navigate to the Align Integrations page in the Integrations tab.
  4. Select Edit in the Gear menu for the appropriate Vault CRM instance.
  5. Navigate to the CRM Integration Options section.

  6. Add the Application Roles value to the Manage CRM Features multi-select picklist.

  7. Select Save.
  8. Add the Application Roles related list to the roster_member__aln page layout.

Assigning Application Roles to Roster Members

To assign a specific application role to a roster member:

  1. Navigate to the appropriate roster_member__aln record.

  2. Navigate to the Application Roles related list.

    This related list does not reflect any application roles assigned to the roster member via their functional profile. This means that a roster member may be assigned the same application role twice, once via their functional profile, and once directly from their roster_member__aln record. The application role is assigned to the CRM user as long as it is assigned to them via one of these methods.

  3. Select Create.
  4. Search for the appropriate application role from the corresponding Vault CRM instance.

  5. Select Add Row to repeat the process and add all appropriate application roles.

  6. Select Save.

Added application roles display in the Roster Member Application Roles related list on roster_member__aln records.

Application roles assigned to roster members are added to the corresponding user in Vault CRM during the next push to Vault CRM.

Data Loading Application Role Assignments

In addition to assigning application roles via the UI, admins can also data load application role assignments by upserting roster_member_application_role__aln records with the following fields populated:

  • roster_member__aln – Reference the appropriate roster_member__aln record
  • application_role__aln – Reference the appropriate crm_application_role__aln record
  • source__aln – Set to import__aln