Enable Individual Product Data Source Level Security

When this is enabled, View Products/Create Products/Modify Products/Delete Products rights can be individually granted for each Product Data Source per User or per Group.

When you first enable this feature, no Users/Groups will have access to any of the existing Product Data Sources (PDS). The one exception is that users with Master Rights will always have full rights to the Product Data Sources. To assign Product Data Sources rights for each user/group you will need to select the Products -> Setup Product Data Sources menu, and edit each existing Product Data Source and specify which Users/Groups have access to each Product Data Source.

Only users with Master Rights can assign PDS rights while editing the PDS. If a user without Master Rights edits a PDS, the user will be able to see all the assigned rights but will not be able to change them. When creating a new Product Data Source, rights can be assigned by a user with or without Master Rights, however, when the user that creates the PDS later edits the PDS, the user will not be able to change them.

Product Data Source Security

Product Data Source Product Rights

The following information covers product data source product rights.

‘View’ Rights

Granting the user/group this right will enable the user to view the products in the product lookup window and in general the ability to access the information in this Product Data Source (PDS).

‘Create’ Rights

Granting the user/group this right will enable the user to create products in this PDS. This right, for example, is required for a user to be able to import products into a PDS.

‘Modify’ Rights

Granting the user/group this right will enable the user to modify existing products in this PDS. This right, for example, is required for a user to be able to run an import that updates products in the PDS rather than create products. With this right, the user can also edit the product from the Product Lookup window.

‘Delete’ Rights

Granting the user/group this right will enable the user to delete existing products in this PDS. This right, for example, is required for a user to be able to run an import that deletes all the existing products in the PDS before starting the import. With this right, the user can also delete a product from the Product Lookup window.

Tips on Assigning Rights

Some operations require a combination of PDS rights. For example, in order to run a product import that updates existing products and appends products that do not already exist would require both Modify and Create rights. Also, when for example Modify rights are granted to a user/group, you will notice that the ‘View’ rights are automatically assigned. The same applies with Create and Delete rights. The concept is that the right to ‘View’ is the base right that is required before the rights of Create/Modify/Delete can be granted.

When assigning PDS rights it is strongly recommend that you assign these rights to groups rather than individual users as it will be much easier to manage these rights. This way when adding a new user, you can simply assign the user to an existing group and the user will have rights to multiple Product Data Sources without the administrator having to manually grant the user access to each PDS.

Please keep in mind when assigning rights that complications can occur. For example, if a bundle is created that uses products from Product Data Source A and B and a user does not have ‘View’ access to Product Data Source A, then when that bundle is added to the quote by that user, the product from Product Data Source A will not be added and an error message will be displayed. The same concepts apply to Configuration Items, Required Items, Optional Items, etc.

Security Hierarchy for PDS Product Rights

Other Helpful Topics:

Enable Individual Resource Security
Security Settings