Selection lists help keep data consistent by limiting entries to predefined values. In Tribe CRM, you can control who is allowed to add new values to these lists, ensuring structure without restricting necessary flexibility. You might manage these rights when certain users need to extend lists as part of their role, while others should only select existing values. By following this guide, you will understand how selection list rights work and how to configure them correctly for non-administrators.
Table of Contents
What Do Rights On Selection Lists Do?
Why Or When Should You Manage These Rights?
How Do You Allow Users To Create New Selection List Values?
How Do Field-Level Rights Affect Selection Lists?
Important Limitations
What Do Rights On Selection Lists Do?
Rights on selection lists determine whether a user can add new values to a drop-down list field. Previously, this action was available to all users through the + option in the field. Tribe now controls this behaviour through roles, allowing administrators to decide exactly who can extend selection lists.
By default, the right to create new selection list values is disabled for all roles.
Why Or When Should You Manage These Rights?
You might restrict selection list creation to maintain clean and consistent data. In many organisations, only specific roles should be allowed to add new values, while others should only select from existing options. Managing these rights prevents unnecessary duplicates and keeps reporting reliable.
How Do You Allow Users To Create New Selection List Values?
To allow a non-administrator to create new values in selection lists, you must enable the correct role permissions.
Click Configuration.
Select Users & Permissions.
Open Roles.
Select the relevant role.
Enable the right to Create New Selection List Values.
Save your changes.
This right applies to all selection lists except those managed by Tribe.
Note: This setting is disabled by default in every role and must be enabled deliberately.
How Do Field-Level Rights Affect Selection Lists?
In addition to role permissions, field-level rights must also be set correctly.
Click Configuration.
Navigate to the relevant Entity, such as Commercial Relationships.
Select the entity to view its fields.
Adjust the permissions for the selection list field.
The following rights apply at field level:
Read: The user can see the field.
Create: The user can add a new selection list value.
Modify: The user can change the selected value.
Remove: The user can clear the field value.
To create new selection list values, the user must have Read, Create, and Modify rights.
Did you know?
If Read access is removed from a field, ensure that Mandatory and Show On Creation are disabled in the field settings. Otherwise, the user cannot create new records for that entity.
Important Limitations
Some selection lists are managed entirely by Tribe and cannot be modified.
These include:
VAT Group
Countries
Language
Rights to create new values do not apply to these lists.
Quick Summary
You can control who is allowed to add new values to selection lists by managing role and field-level rights. This helps keep your data structured while still allowing flexibility where needed. With the correct permissions in place, non-administrators can safely extend selection lists as part of their workflow.