How to Create the Website Customer Center Role

^{Go to Setup > Users/Roles > User Management > Manage Roles (Administrator).}
^{Click Customize next to the Customer Center role.}
^{In the Name field, enter a name for your custom Customer Center role.For example, Website Customer Center.}
^{In the Subsidiaries field, select the subsidiary your website is associated with.}
^{Click the Permissions subtab.}
1. ^{On the Transactions, Lists, and Setup subtabs, click the name of the task for which you want to change access.}
2. ^{In the Level column, adjust the permission level for the task.For example, to prevent customers from generating statements from their My Account page, change the value from Create to None.}
3. ^Click OK.
^{Click the Forms subtab. On Transaction and CRM, check the box in the Preferred column next to the form.}
^{Click Save to create the custom role.}

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