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Procare Solutions Internal Ideas Portal
Status Shipped
Workspace Procare Desktop
Categories Enterprise Support
Created by Jesse Hartman
Created on Dec 28, 2023

Expanded User Group Limits for Billing Box

Customer would like to have additional granularity in User Group Limits for controlling whether the 'amount' field can be updated from the Billing Box by a user.

They would like to allow users to access to the Billing Box, but they want a User Group Limit option under 20.20.10.0 to block the default rate in the 'amount' field from being altered by a user.

Product Area Center Management
Are customers at risk of leaving Procare without this item? No
Are customers going to competitors for this item? No
How does this impact the customer's business?

It is their policy to adjust rates through credits, it is additional administrative work to run reports and enforce that policy rather than have permission guardrails in place to prevent billing box pricing adjustments.

They also do not want to discover mistaken pricing after it has happened and want to ensure that it is prevented in the first place.

Requesting Customer Creme de la Creme - 62563000
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