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 .