Why a button is not there
New, Edit, Delete, Copy and Import are shown only to somebody whose roles allow them on that screen.
A role grants each screen four ways: Add, Change, Display and Delete. The screens draw their buttons from the same grants: New, Copy and Import need Add; Edit, Edit selected and the line editor under a document need Change; Delete needs Delete. A button you are not allowed to use is not shown, rather than shown and refused after you have filled the form in.
- On a list: New, Import, Template, Edit, Edit selected and Delete.
- On a record: Edit, Copy, Add line, and Edit, Copy and Delete on its lines.
- On the organization chart and in Custom Fields and Custom Logic: add, edit and delete are for administrators.
- On the cost center hierarchy: +, Edit, drag-to-move and × follow the Cost Centers grants.
If a button you need is missing, your role does not grant it. Ask an administrator to add it on Administration › Roles; it appears the next time the screen opens.