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:
- Open the Users List view.
- Select the users that you want to assign to a role.
- In the User Tasks section, click the link.
-
On the
Select Role window, click
(). Use the
lookup to find and select the desired role,
and click
.
- Click .
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