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(2022.1) Feature Permissions for Charge Catalogs

Owned by Brian Dixon
Jan 08, 2024

Feature Permissions Tab example

The 'Feature Permissions' tab is specific to the Charges Catalog. The functionality of this tab allows an Admin to limit what Features can be assigned to a Charge.

Add

Using the 'Add' functionality a User can associate a Feature Permission with a Charge. This association will allow the Feature to be assigned to the Charge and any Children records.

  1. Click the Add button.
  2. This will open the 'Add New Existing Features' form.
    Add New Existing Feature form example
  3. Select the Feature(s) that are desired to associate with the Charge.
  4. Click the Save and Close button.

The Features(s) will now be associated with the Charge and be the only Feature(s) that can be assigned to the Charge elsewhere in PCR-360.

Delete Selected

This will remove a single Feature from the Charge record.

  1. Select the Feature Permission to remove from the Grid.
  2. Click the Delete Selected 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 Feature Permissions that are associated with a Charge through Inheritance from the Parent record.

  1. Click the Inherited Permissions button. 
  2. This will open the 'View Inherited Permissions' dialog.
    View Inherited Permissions dialogue example
  3. Click the OK button when finished viewing.

Permit None

This button removes any associated Feature(s) from a Charge. This will NOT remove any Inherited Permissions from the Parent record. To use, simply click the Permit None button.  Any Feature(s) that were associated with the Charge will have that Permission deleted. The Grid will display: 
No Contacts Permission example

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 Permission example
  2. Click the Delete Selected button
  3. The Permit None restriction will have been removed and it will be possible to associate Feature(s) with the Charge again.