Set initial role before first sign-in for a better first-run experience

Important

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Enabled for Public preview General availability
Users, automatically Sep 8, 2023 Oct 2, 2023

Business value

Trial and onboarding experiences that are based on the sign-up context can pivot using prospect profiles to set the initial role for users when they sign up.

Feature details

By default, everyone who signs up for a trial version starts with the Business Manager (Evaluation) role center when they sign in for the first time. Now, partners can specify the role that's the best match for the user, which provides a better first-run experience. This mechanism also provides a better way to set user roles through code.

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