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Application Scope: PEO

Problem

You attempt to access the ClientSpace pricing console and you receive the error "You are not authorized to view this page".

Cause

You don't have sufficient security rights to add/edit one of the Pricing Console associated functions or dataforms (Client Master, Pricing Batch, State or Code). 

Solution

Excerpt

Update the Role security to include appropriate rights to View/Add/Edit the forms using the following steps.

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 There are several security entities in use by the Pricing Console in Next.  The most common are:

  • CRM - creating and managing Organizations - At least View Rights
  • biz_workflow_cm_create_batch - creating batches from the Client Master  - At least Add Rights to create new batch
  • PricingConsole - access to the pricing console - At least View Rights
  • QuickEdit - At least Add Rights
    • QuickEdit_subfields - for each field on the Quick Edit form there are available view/Add/Edit rights, these will need to be set for each field (if editing of pricing rows is allowed)

 - At least View Rights are also required for the related Dataform entities such as:

  • gen_PricingBatch
  • gen_Pricing
  • gen_PricingBatchState
  • gen_PricingCompCode
  • gen_ClientMaster

If any of the dataforms are secured the user will need to be in a role with appropriate rights for the dataform, such as Add or Edit rights. 

For more information about how to manage role security, open Classic Admin in NEXT and review the following:

Note

Pricing Console Security in ClientSpace Classic was a little more forgiving so Clients converting to NEXT may experience issues until Role security is adjusted.


Administering Role Security:

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Administering Role Security
Administering Role Security
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 For more information about security in ClientSpace review Organization and Workspace Security Configuration.



 


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