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The Multi-Role package requires a custom field to be added, which will map a Lead (user) to Sitecore role/roles. This can be done via a checkbox, picklist or multi-select picklist. Navigate to Setup » Customize » Leads » Fields. Within the fields page navigate to the Lead Custom

Navigate to Setup » Object Manager » Lead » Fields & Relationships section Image Removed


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Customizing Lead Fields


If a multi-select picklist or picklist field is required, make the values for the picklist the same names as the Sitecore roles that are required. For example, if a requirement was to allow users to add Leads to the Sitecore ‘Example Role 1’ role – then add ‘Example Role 1’ to the list of picklist values.  Image Removed


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Multi-Role using Multi-Select Picklist

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If checkboxes are required, add a checkbox for each role. It is important to ensure the checkbox field label is the same as the required role name. Image Removed


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Multi-Role using Checkboxes

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