In the article we looked at out-of-the-box roles available and how they can be associated to a user. Entity Permissions basically allow user to perform operations on the data depending on the scope.

In this article we will define custom web roles and entity permissions for a users listed in the Contact entity.

Requirements definition for highlighted users are as per table below:

Defining Custom Web Role for Administrator and User

Navigate to Web Roles and click on New

Once Roles are defined add Contact records as the requirements table.

Now that Web Role is associated to a contact next we proceed with creating Entity Permission. Navigate to Entity Permissions > New 

Entities choosen Event and Event Registration having 1:N relationship

Create two entity permission(s) Entity User Role Permission and Administrator User Role Permission

 

Associate the newly created entity permission to Management User Role

 

 

Now associate the contact with the Web Role