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.