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Configuring Pricing Console Security in ClientSpace PEO

Owned by Tony Hayes
Last updated: Jan 30, 2017
1 min read

One of the common first steps for our PEO clients is to configure and use the pricing console in ClientSpace. While each PEO is unique in their processes, most have a designated workflow through which they would like Pricing to proceed.  While this document is not designed to discuss pricing workflow, it will provide a high level overview of configuring pricing console security. 

Step-by-step guide

While security customization is driven by the individual business requirements of each of our clients, the method for configuring security in ClientSpace is standardized.  Role security provides global administrators with the ability to configure dataform security down to the field level, specifying whether the User is allowed to View, Add or Edit the document or field. These dataform security rights can be summarized as follows:

  • View - Users with only view rights are able to open a dataform and see the contents of any available fields, but may not add a new or edit an existing document.  Fields appear read-only. Users who will be provided Add or Edit rights should also be given View rights.
  • Add - Users with only add rights may add new dataforms of this type, but once the initial save occurs, they may not edit the dataform they created.
  • Edit -  Users with only Edit rights will not be able to add new forms, but can edit existing forms.

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.


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