Setting functional and object security
Before you start setting up pricing you need to determine which security groups should be able to create and modify pricing for events and generate event invoices and which groups will be in charge of creating and maintaining your pricing structure.
The group(s) in charge of creating/modifying pricing for events and generating invoices should have the following Pricing and Invoicing functional security settings, as well as full control object security over any event they are making pricing changes to and/or generating invoices for:
• Pricing Administration: Can’t view
• Rate and Tax Schedules: Can view
• Rate Groups: Can’t view
• Event Details Pricing: Can view, edit, and create
• Organization Accounting Code: Can view
The group(s) in charge of creating/maintaining your pricing structure should have the following Pricing and Invoicing functional security settings as well as full control object security over any event they are making pricing additions/modifications to:
• Pricing Administration: Can view, edit, and change
• Rate and Tax Schedules: Can view, edit, and create
• Rate Groups: Can view, edit, deactivate, create and delete
• Event Details Pricing: Can view, edit, and create
• Organization Accounting Code: Can view, edit and create
For detailed instructions on setting functional and object security, click Help from the Administration Utility and choose “Security Administration.”