Permissions for price decks and price groups
These permissions are available in version 16.5 Update 17 and later.
Note: to maintain backward compatibility, global price decks that were created before Update 17 will automatically have permissions granted to the 'Everyone' workgroup as follows: for price decks, 'Everyone' is granted Assign, Read and Update permissions; for price groups, 'Everyone' is granted Full Access permissions.
Global Price Deck permissions
To manage the deck permissions, open the permissions editor by selecting the price deck, and clicking the Permissions button in the Price Management tab on the ribbon, or right-clicking the deck and selecting Permissions.
Permissions can be assigned to users and/or workgroups.
The permissions are:
- Read: User/workgroup can open and view the price deck; if denied, the the deck will be hidden for that user in Economics
- Update: User/workgroup can rename the price deck, edit the contents of the deck, and perform price deck replacement with the deck in a hierarchy
- Assign: User/workgroup can modify the permissions settings for the deck
- Delete: User/workgroup can delete the global deck
Note: During calculation and reporting, the price data from a deck will still be accessible for calculations even if the user has been denied Read permission.
The View Effective Permissions tab in the editor can be used to check the actual node permissions that will apply to one user account, based on the cumulative Allow/Deny permissions for the user and all workgroups.
Inherited permissions for Global Price Decks
Inherited permissions from folders are applied in version 16.5 Update 22 and later
Security permissions that are set for folders in Price Management are automatically-inherited by new child nodes (folder or Price Deck) that are added to the folder.
Permissions for folders can be edited and automatically-propagated to child and/or parent nodes (folders or Price Decks). This means that individual Price Deck permissions can be overridden at any time if a user has the appropriate 'Assign' permissions.
Global Price Group permissions
To manage the Price Group permissions, the price deck must be opened for editing. Then click the Settings tab in the price deck editor, and select one Price Group.
Open the Price Group permissions editor by clicking the Group Permissions button in the Price Group section of the Price Deck Home tab on the ribbon (alternatively, there is an action available in the context menu).
Permissions can be assigned to users and/or workgroups.
The permissions are:
- Read: User/workgroup can view the Price Group content; if Read is denied, the Price Group will be hidden for that user; for the deck Export function, price data will be included only for the Price Groups that the user has Read permission
- Update: User/workgroup can modify the Price Group content
- Assign: User/workgroup can modify the permissions for the Price Group
- Delete: User/workgroup can delete the Price Group
When a Price Group is added to the deck the current user will be given 'Full Access' permissions.
Note: Price Group permissions are ignored in calculations, i.e., even if the user doesn't have Read permission the price data will still be available to use for a calculation.
When a hierarchy price deck is replaced by a global price deck, only the Price Groups for which the user has Read permission will be created in the hierarchy price deck. Similarly, for Bulk Push to Hierarchies only the Price Groups for which the user has Read permission will be pushed into the hierarchy price decks.
The View Effective Permissions tab in the editor can be used to check the actual permissions that will apply to one user account, based on the cumulative Allow/Deny permissions.