Master Rate Sheet Permissions

You can use the Create and View options to grant permission to the Master Rate Sheet under the Activity Manager node.

To set permission levels for the sheet:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select User Administration, and then select Access Control.
  3. In the right pane, expand User Mode Access, expand Company Workspace, and then expand Master Rate Sheet.
  4. Grant any of the following available permissions:
    • Create: The Create option will be seen at the same level as Get Data. The Get Data option in the Master Rate Sheet log is enabled based on the Get Data permission.

      If enabled, the user can create a Master Rate Sheet by using the Create option in the log.

      When Create permission is granted, if a Master Rate Sheet exists (defined through integration), the user can add resources and roles in the existing Master Rate Sheet.

    • View: If enabled, the user can view the resources and roles, both the ones that have been created through integration and the ones created manually.

See Also

Activity Manager

Activity Manager Permissions



Last Published Tuesday, October 8, 2024