Assigning Users to a Role

By default, users created in the Web Client are assigned the Standard User role. This role allows add, edit, and delete permissions to Web Client non-administrative entities such as accounts, contacts, and opportunities.

You can assign one or more users to another role.

To assign

1. Open the Users List view.
2. Select the users that you want to assign to a role.
3. In the User Tasks pane, click Add to Role.
4. In the Select Role dialog box, click the click the Find button, use the lookup to find and select the desired role, and click OK.

5. Click OK.

Related Topics

Selecting a Role

Assigning Secured Actions to a Role