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I have a CRM user with a security role of Sales Manager. Now i need to make him a System Administrator. How can i do this.
Is there any way to change the user roles from the Web client?
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"Settings" -> "Administration" -> "Users" -> open the user -> "Roles" -> "Manage Roles" -> check "System Administrator"
First of all thnx for such a quick reply. It helped me a lot. Thnx.
One thing that i forgot to mention was that i am usign CRM 3.0, so i had to go this way:
Settings > Business User Settings > Users ....
Thnx again.[quote user="Frank Hermes"]
I too had a need to do this. Effected the change as described above, but the role change doesn't appear to take hold. We're still in development and I'm trying to give my peers access to "play" around an expose the NEW tab to create Sales Leads, etc.
Hi,
If you want users to experience the application it is better to just edit the Sales person role and add the required privileges to create Leads and other business records, Instead of giving the Administrator Role which gives all possible privileges in the application, including potential harfull privileges.
Yaniv Arditi
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