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Fix external user role assignments › User management › Set up your environment › Configure › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Fix roles for external users with intentional internal role assignments

Review and fix roles for external users that have intentional internal role assignments.

Before you begin

Role required: user_admin, sn_crm_foundation_admin, system_scheduler_admin and csm_guided_setup_user

About this task

You must not assign internal roles to external users. Use this procedure to review and fix the contacts and consumers that have the snc_internal role contained by another role.

Procedure

  1. Navigate to All > Customer Service > Administration > Guided Setup and select Get Started.

  2. In the Fix External User Role Assignment category, select Get Started and then select External users with intentional internal role assignments.

  3. Run the scheduled job to tag users that have intentional user role assignments.

    Users are tagged with the Ext-user-contained-role tag.

  4. Review the list of tagged users.

  5. Manually fix the role assignments for the desired users.