I can't see the (fill-in-the-blank) page

Updated 7 months ago by Rob Martin

XactPRM is broken up into multiple pages and access to many of those is controlled by a combination of enabled features and user rights. Based on these factors a user may see as many as nine options, or as little as four, as shown in the image below. This document outlines each of the tabs and pages that can be enabled and what governs whether they are shown.

Page

Controlled By

Assignments

This page is shown only for profile owners. See Assignments tab overview.

My Pricing

This page is shown only if the user has the Modify My Pricing permission. If access is needed a user with Admin rights will need to give the necessary permission. See Managing Security Groups.

Forms+

This page is shown only if Forms+ is enabled for your instance AND the user has the Modify Forms permission. If access is needed a user with Admin rights will need to give the necessary permission. See Managing Security Groups.

Quick Estimates

This page is shown only if the user has the Modify Quick Estimates permission. If access is needed a user with Admin rights will need to give the necessary permission. See Managing Security Groups.

Users / Security

This page is shown only if the user has the Modify Users and Security Groups permission. If access is needed a user with Admin rights will need to give the necessary permission. See Managing Security Groups.


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