Assigning Users to the Standard User 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.

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 that you want assigned to the Standard User role, use the Set All Users To Standard Role link.

This feature assigns the Standard User role to ALL users. Any users that do not have the Standard User role assigned will be added to the role. This includes users that you may have manually removed from the Standard User role.

To assign

  1. Open the Roles List view.
  2. In the Common Tasks pane, click Set All Users To Standard Role.

 

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