Michel wants to revoke create case permissions for a few portal users. There is a need to create a web role that will restrict the case create operation. Follow these steps to achieve this requirement:
- Go to Portals | Web Roles:
Note that web roles are the components or feature that can be utilized for security configuration in portals.
- Click on the New button and create a new web role with the name Restrict Create Case Record and save the record, as shown:
- After saving the record, click on the arrow in the navigation to see related entity records:
- Click on the ADD EXISTING ENTITY PERMISSION button. The search pane will be opened:
- Following it, click on the New button and create a new entity permission:
- A new window will be opened. Enter the data as shown in the following screenshot. Give all Privileges except Create and select Scope as Contact. Select...