Permissions for price decks and price groups
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 Dataflow
- Update: User/workgroup can rename the price deck, and edit the contents of the deck
- Assign: User/workgroup can modify the permissions settings for the deck
- Delete: Not available for global decks (always set to 'Deny'); if permission allowed for a folder then user/workgroup can delete the folder only when it is empty
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.
Global price decks cannot be deleted by any user, including Administrators. Decks that are no longer in active use can be renamed and/or moved to folders separated from the in-use price decks.
Folders and inherited permissions for global Price Decks
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 and 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.
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.