Working with the Client System Tab

Use the Client System tab on the User Detail page to define the base templates user and to set the default owner of accounts created by this user. Users can change these settings on the General tab on Options.

To set options:

  1. Click the Client System tab on the Users detail page.
  2. Set a default owner for new accounts. Use the Default Owner section:
    1. Select the default owner of new accounts created by this user in the Accounts field.
    2. Clear the Allow user to change these settings check box to restrict the user from changing the default owner setting.
      If you allow a user to change this setting, the ownership of an account can default to an owner that does not adhere to established business rules. This can leave accounts out of established reports or queries.
  3. Click save.png.
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