Grant Rate Cards Rights

Three Security Permissions are available to control:

• Who can View, Modify, Create, and/or Delete Rate Cards at the System level.
• Who can modify Project Rate Cards
• Who can modify Client Rate Cards

You can also manage who can access and modify Rate Cards at the Project level based on the Hidden and/or Lock Tab Security settings.

This article details how to allow Users to View/Modify/Create/Delete Rate Cards at the System level.

Note: Your PSA page may differ slightly or significantly from what you see in this article, due to being on a different version, your organization having opted for different modules, having been granted different security rights, AND/OR terminology/naming convention having been modified to suit your respective organization. But, essentially the features/functionality referred to, herein, are still the same across the board.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Organization.
3. From the menu click System.
4. From the System page click the Security button to access the Security setup page.

   

5. Click the expand button () located against a User Security Role Placeholder, if applicable to view the available Security Roles.
6. Select a Security Profile.

   

7. Upon the Security Profile page displaying, select Setup from the menu.
8. From the available options select Financial.
9. Depending on your requirement select the required Modify/Create/Delete permission(s) for the Rate Cards rights.
10. Click Save and then Back to save your changes and return to the previous page.

    

11. View the impact of your changes for:
    1. Users without any permission to the Rate Cards right will not be able to access Rate Cards (Setup > Financial > Rate Cards)
    2. Users with only the Modify/Create/Delete permissions are able to access Rate Cards (Setup > Financial > Rate Cards) and modify/create/delete Rate Cards respectively.