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Service Catalog Permissions Tag exampleImage Added

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 addImage Added button. 
  2. This will open the 'Add New Services Permissions' form.
    Add New Services Permissions form exampleImage Added
  3. Select the Service(s) that are desired to associate with the Charge.
  4. Click the Save and CloseImage Added 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 SelectedImage Added 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 PermissionsImage Added button. 
  2. This will open the 'View Inherited Permissions' dialog.
    View Inherited Permissions dialogue exampleImage Added
  3. Click the OKImage Added 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 NoneImage Addedbutton.  Any Service Permissions that were associated with the Charge will have that Permission deleted. The Grid will display:
     No Contacts Permissions exampleImage Added

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 exampleImage Added
  2. Click the Delete SelectedImage Added button.
  3. The Permit None restriction will have been removed and it will be possible to associate Service Permissions to the Charge again.