Assigning users to a 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.
You can assign one or more users to another role.
To assign:
- Access the Users list view. See User list view
- Select the users that you require to assign to a role.
- Click the link in the User Tasks section.
- Click on the Select Role window and use the Lookup to find and select the required role, and click .
- Click .