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Service Catalog Permissions for Charge Catalogs

Service Catalog Permissions Tag example

Service Catalog Permissions Tag example

The 'Service Catalog Permissions' tab is on the Charges Catalog. The functionality of this tab allows an Admin to limit what Services can be assigned to a Charge.

Add

Using the 'Add' functionality a User can associate a Service with a Charge. This association will allow the Service to be assigned to the Charge and any Children records.

  1. Click the add button. 

  2. This will open the 'Add New Services Permissions' form.

    Add New Services Permissions form example

    Add New Services Permissions form example

  3. Select the Service(s) that are desired to associate with the Charge.

  4. Click the Save and Close button.

The Service(s) will now be associated with the Charge and be the only Service that can be assigned to the Charge elsewhere in PCR-360.

Delete Selected

This will remove a Service from the Charge record.

  1. Select the Service Permission to remove from the Grid.

  2. Click the Delete Selected button.

  3. The Permission on the current Charge record will have been removed.
    Note: Removing the Permission on a Parent record will remove it on all Children records as well. If a Permission is desired on a Child record, it will have to be added manually to the desired record after removing it from the Parent.

Inherited Permissions

This functionality looks up the Tree and shows any Service Permissions that are associated with a given Charge through Inheritance from the Parent record.

  1. Click the Inherited Permissions button. 

  2. This will open the 'View Inherited Permissions' dialog.

    View Inherited Permissions dialogue example

    View Inherited Permissions dialogue example

  3. Click the OK button when finished viewing.This button removes any Service Permissions from a given Charge. This will NOT remove any Inherited Permissions from the Parent record. To use, simply click the Permit None

    button.  Any Service Permissions that were associated with the Charge will have that Permission deleted. The Grid will display:
     

    No Contacts Permissions example

    No Contacts Permissions example

Permit None

Note: If 'Permit None' is set on a Parent record, the Children records will be similarly limited.

To remove the 'Permit None' Status, follow these steps:

  1. Select the line in the Grid that says:

    No Contacts Permissions example

    No Contacts Permissions example

  2. Click the Delete Selected button.

  3. The Permit None restriction will have been removed and it will be possible to associate Service Permissions to the Charge again.

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