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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Assign the legal user role to a custodian

Assign the legal user role to a custodian who is responsible for preserving data related to a legal hold.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > User Administration > Users.

  2. Search for and select the target user.

    If the user record does not exist, create it. For more information, see Create a user.

  3. In the Roles related list, select Edit.

  4. In the Collection list, search for and select the sn_lg_ops.legal_user role.

  5. Add the user to the Roles list by selecting the right arrow icon (

Image omitted: right-arrow-icon.png
Right arrow icon.\) to add it to the **Roles List**.
  1. Select Save.

Result

The user is assigned as the legal user role and can be added as a custodian when issuing a legal hold notice.

Parent Topic:Configure Legal Hold Notification