Assigning users to the standard user role

By default, users created in the Web Client are assigned the Standard User role. This role is used to add, modify, 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. Access the Users list view. See User list view
  2. Select the users to add, modify, and delete permissions must be provided for non-administrative entities in the Web Client.
  3. Click the Add to Role link in the User Tasks section.
  4. Select the Standard User role, and click OK on the Select Role window.
  5. Click OK.