Creating a Web Admin User Group

Having a Web Admin User lets your customers set up different roles and levels of authorization. Each web admin user should be a member of a user-defined group called Web Admin User.

Create a Contacts User-Defined Group Called Web Admin User

  1. In the Set-up menu, click User-Defined Groups.
  2. Click the Contacts tab. If a Web Admin User group has already been created, it is listed below.
  3. In the User-Defined Groups toolbar, click Add. A new line is added to the grid.
  4. Below the grid, in the Description box, type Web Admin User.
  5. Click Confirm.

Next, set a customer contact as a Web Admin User.

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