Visibility of Customer prices and Resource rates related info in OOONA Manager

Owned by Maya Venturero
Last updated: Mar 16, 2022
3 min read

 

The visibility of Customer prices and Resource rates in OOONA Manager is role-based.

Only users with the required roles will see Customer price-related info and Resource rate-related info.

Make sure to add the required roles to all relevant role groups or to specific users that need them.

None of the following roles will hide Customer price-related and/or Resource rate-related info in pages in the “Finance” menu.

The “Finance” menu is role based. Only users in the “Finance” add-on role group will have it.

Customer price related info

Required role to be able to see Customer price-related info: Can see customer price related info

For users without this role, the following will be hidden:

  • Pricing tabs:

  • The following menu items from the Manager menu:

Resource rate related info

Management pages

Management pages are all pages except for “My menu” pages such as: My tasks, Pool tasks, etc..

Required role: Can see resource rate related info on Management pages

For users without this role, the following will be hidden:

  • Cost tabs:

  • Rate columns in all management pages' grids.

For example, Order tasks page:

  • The following menu items from the Manager menu:

Basic users' pages

Basic users' pages are pages from “My menu” such as: My tasks, Monthly resource report, etc..

Required role: Can see resource rate related info in basic user pages

For users without this role, the following will be hidden:

  • Rate columns in all basic users' pages' grids.

For example, My tasks page:

Hiding Resource rate related info from users that are in a role group that enables it (basic user pages)

If a specific user shouldn’t see resource rate related info on basic user pages, but he is in a role group that enables it, for example, a payroll resource in the Basic user role group that typically enables viewing rate info, he can be given a role to hide all rate related info.

Required role: Limit viewing of resource rate related info in basic user pages

This role will bypass the role that enables viewing resource rate-related info in basic user pages (Can see resource rate related info in basic user pages).

A user with this role will not see Resource rate related info in any of the Basic user pages.