Barry Clark

    Standard User License

    I'd like to be able to assign a "Standard User" user license to a member of the our organization for the purpose of limiting their access to our database.

    I realize Causeview recommends assigning users as "System Administrator", but is their any way to enable Causeview's functions (reporting, etc) with a Standard User profile?  


    4 years ago

    Replies

    Leslie Marmer (GONE Breakeven Staff)

    Software Deployment and Support Specialist

    Hi Barry,

    To assign the Causeview permissions to the Standard User profile, you will need to clone the Standard User profile and add the access to Causeview objects that way. We typically reocmmend calling it "Standard Causeview User".

    You can find out more about cloning standard Salesforce profiles here: Cloning Profiles

    Thank you,

    Leslie

    4 years ago
    Answer
    Mark as Answer

    Leslie Marmer (GONE Breakeven Staff)

    Software Deployment and Support Specialist

    Hi Barry,

    You will need to click on each object individually. Unfortunatel;y, this is a limitation of Salesforce. 

    Thank you,

    Leslie

    4 years ago