Custom Role That Can Only Create and Edit Item Records

An Administrator would like to create a custom role that only has the ability to create and edit item records.

Solution:

A. Create a Custom Center for the role

1. Navigate to Customization > Centers and Tabs > Centers > New
2. Label: Enter a Center name
   Example: Custom Accounting Center
3. Click Save

B. Create a Custom Center Tab for Custom Center

1. Navigate to Customization > Centers and Tabs > Center Tabs > New
2. Label: Enter custom Center Tab name
   Example: Custom Lists
3. On the Center dropdown list, select the name of the center created in Step A
4. Click Content
5. Click Categories
6. Name: Enter category Name
   Example: Custom Items
7. Click Add
8. Click Save

C. Create a Custom Center Category for Custom Center

1. Navigate to Customization > Centers and Tabs> Center Categories
2. Step B Category: Click Edit
3. Click Values
4. On Link dropdown list, selectCustom Items
5. Click Save

D. Create the Custom Role

1. Navigate to Setup > Users/Roles> Manage Roles > New
2. Name: Enter Custom Role Name
   Example: Create Only Role
3. On theCenter Type dropdown list, select the Custom Center created in Step A
4. Click Permissions tab
5. Click Lists subtab
6. Add Permission:
   Permission: Items
   Level: Select Edit
7. Click Save