User Roles
Introduction
Access to different parts of the quotation bundle is restricted with specific roles. To enable a feature for user, add the role to his or her group in your security.yml config.
Below is a list of roles used by the quotation bundle.
Configuration
To configure permissions, add them to the project's security.yml file's role hierarchy. For example:
security:
role_hierarchy:
ROLE_SALES:
- ROLE_KLARO_QUOTATION_ACCESS_SALES_PRICE
- ROLE_KLARO_QUOTATION_SEE_OTHER_QUOTATION
- ROLE_KLARO_QUOTATION_CREATE_QUOTATION
- ROLE_KLARO_QUOTATION_ACCESS_TOTAL_SALES_PRICE
- ROLE_KLARO_QUOTATION_ACCESS_TOTAL_COST_PRICE
- ROLE_KLARO_QUOTATION_ACCESS_TOTAL_PROFIT
- ROLE_KLARO_QUOTATION_ACCESS_TOTAL_PROFIT_MARGIN
- ROLE_KLARO_QUOTATION_ACCESS_SUMMARY_HIERARCHY
- ROLE_KLARO_QUOTATION_OVERRIDE_ORDER_PRICE
- ROLE_KLARO_QUOTATION_MANAGE_QUOTATION_USERS
- ROLE_KLARO_QUOTATION_ACCESS_USERS
ROLE_SALES_MANAGER:
- ROLE_SALES
- ROLE_KLARO_QUOTATION_ACCESS_ITEM_CODE
- ROLE_KLARO_QUOTATION_ACCESS_COST_PRICE
- ROLE_KLARO_QUOTATION_ACCESS_SUMMARY_HIERARCHY_PRICES
ROLE_ADMIN:
- ROLE_KLARO_QUOTATION_PROFILER
- ROLE_KLARO_QUOTATION_LINK_QUOTATIONS
- ROLE_KLARO_QUOTATION_DELETE_QUOTATIONS
- ROLE_KLARO_QUOTATION_ACCESS_ADMINISTRATION
- ROLE_KLARO_QUOTATION_CLAIM_QUOTATIONS
- ROLE_KLARO_QUOTATION_ACCESS_FACTORS
- ROLE_KLARO_QUOTATION_EDIT_ALL_QUOTATIONS
Permissions
Administration
- ROLE_KLARO_QUOTATION_ACCESS_ADMINISTRATION
User with this role has access to administration panel and can see the administration link in the toolbar.
General
- ROLE_KLARO_QUOTATION_PROFILER
User can see the profiler toolbar used with debugging information (this assumes the the toolbar is configured in your config.yml.
Quotation Management
- ROLE_KLARO_QUOTATION_SEE_OTHER_QUOTATION
User has right to see quotations created by other users
- ROLE_KLARO_QUOTATION_CREATE_QUOTATION
User has right to create a quotation
- ROLE_KLARO_QUOTATION_LINK_QUOTATIONS
User has right to link himself or herself to a quotation, ie. add the current user as one of the handlers of the current quotation.
- ROLE_KLARO_QUOTATION_EDIT_ALL_QUOTATIONS
User is able to edit quotations without adding him or herself as a handler in a quotation.
- ROLE_KLARO_QUOTATION_CLAIM_QUOTATIONS
User has right to claim a quotation for himself or herself. This means the current user is set as the only handler of the current quotation.
- ROLE_KLARO_QUOTATION_DELETE_QUOTATIONS
User with this role has right to delete quotations.
- ROLE_KLARO_QUOTATION_ACCESS_USERS
User has right to see a list of all users.
- ROLE_KLARO_QUOTATION_MANAGE_QUOTATION_USERS
User can manage quotation handlers, ie. user linked to any quotation.
Offering Summary
These roles control what prices/features users can see in the summary.
- ROLE_KLARO_QUOTATION_ACCESS_SUMMARY_HIERARCHY
User can see nested levels in the summary hierarchy beyond the limit set in the parameter klaro_quotation.summary_level.
- ROLE_KLARO_QUOTATION_ACCESS_SUMMARY_HIERARCHY_PRICES
User can see the prices in nested levels in the summary hierarchy beyond the limit set in the parameter klaro_quotation.summary_level. User needs the ROLE_KLARO_QUOTATION_ACCESS_SUMMARY_HIERARCHY permission to see the whole hierarchy.
- ROLE_KLARO_QUOTATION_ACCESS_FACTORS
User can see the factors affecting a price if any factors are set.
- ROLE_KLARO_QUOTATION_ACCESS_TOTAL_SALES_PRICE
User can see the total sales price of the offering summary.
- ROLE_KLARO_QUOTATION_ACCESS_TOTAL_COST_PRICE
User can see the total cost price of the offering summary.
- ROLE_KLARO_QUOTATION_ACCESS_TOTAL_PROFIT
User can see the total profit amount from the offering summary.
- ROLE_KLARO_QUOTATION_ACCESS_TOTAL_PROFIT_MARGIN
User can see the total profit margin from the offering summary.
- ROLE_KLARO_QUOTATION_ACCESS_COST_PRICE
User can see individual cost prices in the summary.
- ROLE_KLARO_QUOTATION_ACCESS_SALES_PRICE
User can see individual sales prices in the summary.
- ROLE_KLARO_QUOTATION_ACCESS_ITEM_CODE
User can see item codes in offering summary.
- ROLE_KLARO_QUOTATION_OVERRIDE_ORDER_PRICE
User can override the calculated revision sales price (applies for revisions which have been copied to orders).
- ROLE_KLARO_QUOTATION_COMPARE_QUOTATIONS
User can compare prices between revisions in the summary page.