Security Permissions Required for Pricing

As you implement pricing, you'll need to decide what level of permission to grant each of your user groups. Users fall into one of three types when it comes to pricing:

  • Basic users with view-only permissions for event pricing details
  • Schedulers with the ability to edit event pricing and generate invoices
  • Pricing administrators who create and maintain rate groups, tax schedules, and rate schedules

To enable these permissions for a group of users, use Series25 Group Administration to set the following permissions. Each group also should receive the permissions of the group(s) above it.

User Group

Group Permissions

(Minimum) Object Security Permissions

Basic Users

Basic: 4.0 View Pricing on Events

"View Only" rights on events

Schedulers

Basic: 4.1 Edit Pricing on Events

Basic: 9.0 View Organization Accounting Codes

"Edit" rights on events

"View Only" rights on invoice reports

Administrators

Admin: 13.0 Create, Edit and Copy Organizations

Admin: 13.2 Edit Organization Account Codes

Admin: 15.0 Set up Pricing and Rate Groups


It's best not to enable pricing for your users until you're ready to deploy it. Otherwise, users may be confused seeing incorrectly calculated prices while you're still setting up formulas. You can set security for multiple groups at once in Series25 Group Administration to hide pricing (Basic: 4.0 View Pricing on Events = No) for all but your power users and testers until setup is complete.