Assigning Users to the Standard User 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.

Users created in the Administrator are not assigned a role and role security cannot be set in the Administrator. If you have existing users or create new users in the Administrator, you must assign users to the Standard User role.

To assign

  1. Open the Users List view.
  2. Select the users that should have add, edit, and delete permissions to non-administrative entities in the Web Client.
  3. In the User Tasks pane, click Add to Role.
  4. In the Select Role dialog box, lookup and select the Standard User role, and click OK.
  5. Click OK.



What's New in this Release


For a list of new features, see the What's New In This Release topic.

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