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Improvement
6 months ago

🔐 New Rate Permissions

We’ve introduced enhanced control over Global and Customer Rate management to give you greater flexibility and oversight across your team.

⚙️ What’s New?

You can now configure permissions for non-admin users to control whether they can:

  • Add Customer Rates
  • Edit Customer Rates
  • Delete Customer Rates

This can be managed per user, giving you full control over who can make changes.

🔄 Approval Workflow for Non-Admins

To maintain data integrity:

  • Any rate created or edited by a non-admin user will be set to “Awaiting Approval”
  • Administrator users are automatically notified
  • Admins can review and approve (set live) the rate when ready

💡 Why This Matters

  • Prevents unauthorised or accidental rate changes
  • Introduces a clear approval process
  • Gives admins full visibility and control over pricing updates

This update helps strike the perfect balance between team productivity and governance.

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