How to link an Account definition to a business role (4339449)

Follow the steps below to link an account definition to a business role:

1. Login to Manager with an applicable account
2. Navigate to Business Roles
3. Expand Basic configuration data
4. Click on Role classes
5. Select a Role class to be used
6. Select Configure role assignments task
7. Place a check mark in the Assignments permitted and Direct assignment permitted
8. Save the changes
9. Select the Business Role that has this Role class assigned
10. Click on Assign account definitions
11. Select the account definition to be added
12. save the changes