Service Catalog Permissions for Charge Catalogs
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.
- Click the button.
- This will open the 'Add New Services Permissions' form.
- Select the Service(s) that are desired to associate with the Charge.
- Click the 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.
- Select the Service Permission to remove from the Grid.
- Click the button.
- 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.
- Click the button.
- This will open the 'View Inherited Permissions' dialog.
- Click the 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 button. Any Service Permissions that were associated with the Charge will have that Permission deleted. The Grid will display:
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:
- Select the line in the Grid that says:
- Click the button.
- The Permit None restriction will have been removed and it will be possible to associate Service Permissions to the Charge again.
Help Desk Portal - Email: help@pcr.com - Phone: 616.259.9242