Permission-Based Control for Public Custom Views in Billing (Charges & Payments)

What’s New

• A unified Edit Public View permission now controls access across Charges and Payments
• Users without permission can view public custom views but cannot edit them
• When creating new custom views without permission:
  
  • The Private option is selected by default
  • The option is locked and cannot be changed
• Users with permission can:
  • Edit existing public custom views
  • Choose between Public and Private when creating new views
• Applies consistently across both Charges and Payments modules

How It Works 

• Navigate to either:
  • Billing > Charges > Custom Views
  • Billing > Payments > Custom Views
• The system checks whether the user has the Edit Public View permission enabled.

• If the permission is disabled:
  
  • Public custom views are visible but not editable
  • While creating a new view:
    
    • The Private option is auto-selected
    • The option is locked
• If the permission is enabled:
  
  • Users can edit public custom views
  • Users can select either Public or Private when creating a new view

Benefits

• Prevents unauthorized modification of shared billing views
• Ensures consistent control across Charges and Payments
• Improves governance of billing configurations
• Reduces accidental changes to public views
• Supports role-based access and better operational control