Assign the legal user role to a custodian

task australia Updated Sep 10, 2026 1 min read assign-user-lg-hold-cust.md
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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 ([Omitted image "right-arrow-icon.png"] Alt text: Right arrow icon.) to add it to the Roles List.

  6. 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

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