Permission-Based Control for Public and Private Custom Views in Billing Charges

Configure Public View Permissions

Create Private Custom View

Create Public Custom View

Edit Existing Public Custom View

What’s New

• Introduced permission-based control for Public Custom Views under Billing > Charges.
• The Edit Public View permission determines whether users can create or edit Public Custom Views.
• Users without the permission can continue viewing existing Public Custom Views.
• When the permission is disabled:

  • The option to edit existing Public Custom Views is hidden.

  • Private is automatically selected when creating a new Custom View.

  • The Private selection remains locked, preventing users from switching to Public.

  • Users can continue creating Private Custom Views.

    • When the permission is enabled:

  • Users can view and edit existing Public Custom Views.

  • Both Public and Private options are available when creating a new Custom View.

  • Users can create Public Custom Views using the existing workflow. • Existing Custom View functionality remains unchanged apart from the new permission-based restrictions.

How It Works 

• Configure the Edit Public View permission for the applicable user or role under Billing > Charges > Custom Views.

• Users can access existing Public Custom Views regardless of whether they have editing permission.

• When creating a new Custom View:

  • Users without Edit Public View permission can create Private Custom Views only.

  • Users with Edit Public View permission can choose between Public and Private.

• When managing an existing Public Custom View:

  • Users without permission cannot access its editing option.

  • Users with permission can edit the Public Custom View using the existing workflow.

Benefits

• Strengthens access control over shared Custom Views within Billing Charges.
• Prevents unauthorized users from modifying Public Custom View configurations.
• Allows users to continue accessing shared views without requiring editing permissions.
• Gives authorized users control over creating and maintaining Public Custom Views.
• Reduces the risk of unintended changes to shared billing configurations.
• Improves consistency and governance across billing workflows.
• Preserves existing Private Custom View functionality for users without public editing privileges.