Add Authority Level to a Role

Complete the following steps to add an authority level to a role:

1. Select Admin from Gotransverse application menu .

2. Click Role, Authority, Levels in the left pane.

   

   Role, Authority, Levels Window

3. In the Manage Security Roles section, select the desired Role to open the Security Role Details window.

   

   Security Role Details Window

4. On the Security Role Details window, in the Authority Levels section, click the Addbutton to open the Add Authority Level window.

5. On the Add Authority Level window, the role for which you are adding the authority is displayed in the Current Role field. Complete the required and relevant information:

   

   Add Authority Level Window

   Required fields are marked with an asterisk.

   • Name* — Select the an authority level from the drop-down list. If an authority level is already available on the Role, it will not display in the list.

     • MAX_SINGLE_ADJUSTMENT_VALUE: The value of an account adjustment up to which the party is able to post the adjustment. Also enter a Value and select a Currency (see below).

     • PRICE_OVERRIDE_VALUE: The amount by which the user with the assigned Role can override a default product price. Also select a Value and corresponding amount and select a Currency (see below).

     • SERVICE_PRICE_OVERRIDE_VALUE: The amount by which the user with the assigned Role can override a default service price. Also select a Value and corresponding amount and select a Currency (see below).

     • MAX_CASH_PAYMENT_VALUE: The payment amount in cash up to which the user is able to process the payment. Also enter a Value and select a Currency (see below).

     • DISCOUNT_FLAT_AMOUNT_OVERRIDE_DIFFERENCE_VALUE: The maximum difference between the discount flat amount and the overridden flat amount. Also enter a Value and select a Currency (see below).

     • DISCOUNT_PERCENTAGE_AMOUNT_OVERRIDE_DIFFERENCE_VALUE: The maximum difference between the discount percentage and the overridden percentage. Also enter a Valueand select a Currency (see below).

     • DISCOUNT_DURATION_OVERRIDE_DIFFERENCE_VALUE: The maximum difference between the discount duration and the overridden duration. Also select a Value (see below).

     After the authority level is selected, the Description field displays a description. Additional fields also display depending on the authority level selected.

   • Value* — Enter the value that defines limits of the authority.

     • For MAX_SINGLE_ADJUSTMENT_VALUE: Enter either a positive or negative amount in the Value field. Also select a currency from the Currency (required) drop-down list.

     • For PRICE_OVERRIDE_VALUE and SERVICE_PRICE_OVERRIDE_VALUE: The value is expressed as either the flat amount or a percentage of the original product price. Select one of the following options:

       1. To specify a flat amount for the service price override, select the Flat Amount radio button and enter the desired amount in the Value field. When a dollar amount is specified, it reflects the maximum amount to which a user can override a price.

       2. To specify the percentage of the service price override, select the Percentage radio button and enter the desired amount in the Value field. The value can be any percentage between 0 (zero) and 99. When a percentage is specified, it reflects the percent by which a user may override a price above or below the product price.

     • For MAX_CASH_PAYMENT_VALUE: Enter an amount

     • For DISCOUNT_FLAT_AMOUNT_OVERRIDE_DIFFERENCE_VALUE: Enter the maximum amount (based on the selected currency) that can be the difference between the discount flat amount and the overridden flat amount.

     • For DISCOUNT_PERCENTAGE_AMOUNT_OVERRIDE_DIFFERENCE_VALUE: Enter the maximum percentage (based on the selected currency) that can be the difference between the discount percentage and the overridden percentage.

     • For DISCOUNT_DURATION_OVERRIDE_DIFFERENCE_VALUE: Enter the maximum value that can be the difference between the discount duration and the overridden duration.

   • Currency* — For all types except DISCOUNT_DURATION_OVERRIDE_DIFFERENCE_VALUE. Select the desired currency for the limit.

6. Click Finish. The authority level information is saved and displays in the Authority Levels section.

 

 

Topic updated: 10/2023.