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"You are not authorized to view this page" on Pricing Console

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

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

 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. 


Administering Role Security:

  1. Go to System Admin   > Security > Roles.
    The Security Roles list is displayed.
  2. Roles can be filtered by Role Title, Users that are associated with the role, or Entity Name of the associated Security Entities.



  3. If a user needs access to a particular security entity, one of two things can be done:
    • The user can be added to a role that already contains the required entity by filtering roles by the targeted entity.
    • The security entity can be added to a role that the user is already associated with by filtering roles.
  4. Add the appropriate View, Add, Edit, Delete, and Admin rights for the role.


To see if a user is already in a role with a specific entity, filter the Roles by user and Entity.

You can also use a wildcard when searching for roles. When setting search parameters, place a % symbol before your search string to make it a wildcard keyword search.  ex %Service Case

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



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NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm