Assign roles

task australia Updated Oct 5, 2026 2 min read assign-roles.md
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Assign users to the role groups that control access to Impact, Platform Health, and the Now Assist panel.

Before you begin

Important: Navigation to reach these steps differs depending on whether you're using the Impact Setup Hub or the legacy Guided Setup. See whichever one applies to you for the exact path.

See Roles installed with Impact for the roles installed with Impact.

Role required: impact app admin, admin

Procedure

  1. On the Assign Impact roles page, select the checkbox next to each role you want to assign, then select Assign users.

  2. On the Assign Platform Health roles page, select the checkbox next to each role you want to assign, then select Assign users.

    Feature allocation and availability in Platform Health is based on role and group assignment. See Track Platform Health trends for additional information.

    Create a development team.

  3. On the Assign Code Fix and Now Assist roles page, select the checkbox next to each role you want to assign, then select Assign users.

What to do next

If a role assignment changed, affected users must log out and log back in to your instance for the permissions to apply.

Activate Scan Engine and review settings

  • Assign users to Platform Health groups
    In addition to assigning Impact users to groups, Platform Health users must also be part of a group for the Scan Engine feature.
  • Create a development team
    Each record represents a team and a development team lead. Scan Engine findings are reported for this team in the Analytics Dashboard.

Parent Topic:Configuring Impact

Previous topic:Use the Impact Setup Hub

Next topic:Assign users to Platform Health groups

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