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Financial Management Defaults Access Rights

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Article ID: 221676

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

On the Financial Management Defaults page there is an Access Rights section with a checkbox to enable or disable:

Grant Resource - Edit Financial instance right to resource managers 

What does this option do? What is the functionality behind?

Resolution

General Information:

  • When a user is appointed as Resource Manager of a resource, an automatic right is granted: Resource - Manager (Auto)
  • If the Access Right option is enabled on the Classic, Administration, Financial Management Defaults, an additional instance level access right is granted: Resource - Edit Financial 
  • If the option is disabled, the access right is not removed from the existing Resource Managers.
    • To remove it - Remove the existing Resource Manager, save the resource and add the Resource Manager again to reset the access rights if the setting has changed. 
  • Those can have the same access right manually added and switching the option on and off will not have effects on editing or not editing resource financial details

Resource - Manager (Auto) Permissions:

  • Access to View and Update the Resource Contact pages in Classic 
  • Access to View and Update the Resource Skills tab in Classic 
  • Access to View and Update the Resource Calendar 
  • Access to View and Update the Resource property fields 
  • Access to Soft or Hard Book the Resource 

Resource - Edit Financial Permissions:

  • Access to View, Edit and Enable the Financial Properties for the Resource