Hi,

The client has a few questions/request regarding invoice security:

1.) Is “CA” the client user? If yes, not sure there would EVER be an instance wherein we would allow them to create an Invoice Template. That being said, having the capability is “ok” provided we have the ability to turn that feature off or security off for them.

2.) Partner/User: we wanted the ability to allow multiple user access here. We DO NOT want just 1 user to be able to have creation and/or edit rights. We want to allow for multiple users to be able to create and/or update templates based on who we assign that authority too. This would also be the case for Invoice generation.

3.) In addition, we wanted the ability to assign a client user to specific Invoices based on security. Example: we have a client with (1) divisions – and 5 different divisions listed under this classification (2) locations – and 5 different divisons listed under this classification. Employer user A we want to give them security to see all divisions and all locations built within the two classes. Employer user B can only see division 1 and class 1; Employer User C can only see division 2 and Class 2; Employer user C can only see division 3 and Class 3, etc. or any combination thereto.

Debbie Kulling

Hello Kira Hamilton,

Our responses below

1. Yes, "CA" is client user. Currently this user has ability to create template. Among the below options

• Restrict this ability completely for them
• Provide an switch to turn on/off this ability

The first option is quicker to achieve. Please let us know if we need to go ahead with option 1.

For point 2 and 3, it does give a direction of what we want to achieve. However we would like to have a call to have more clarity on this. Please let us know what time works for you.

FYI - Monday our office is closed.

Regards,
Lalit Kumar

CC: Debbie Kulling, Prasanna Karlekar, Jyoti Agrawal,Venkatesh Pujari,Satya

Hi,

The client would like to have a call to give more clarity. Would you be available Tuesday May 2 at 2pm Eastern time?

Debbie Kulling

Hi Kira Hamilton,

Tuesday May 2 at 11.30 am EST fine with you.
Please confirm.

Thank you!

cc: Jyoti Agrawal, Lalit Kumar, Venkatesh Pujari, Satya, Debbie Kulling

Hi Kira Hamilton,

Apologies.
Taking call today will not be possible.
Could you please confirm Wednesday May 3 at 11.30 am EST?
If confirmed, will send an invite.

Thank you!

cc: Jyoti Agrawal, Lalit Kumar, Venkatesh Pujari, Satya, Debbie Kulling

Hi,

Would you be available to meet at 10 am EST (9am CT) on Wednesday May 3? If so, please let me know your email address to send the invite out to?

Thank you,

Kira

Debbie Kulling

Hi Kira Hamilton,

Yes. This time is fine with us.
Please send the invite on following email IDs:

• prasanna@harbingergroup.com
• jyoti.agrawal@harbingergroup.com
• venkatesh.pujari@harbingergroup.com

Thank you!

cc: Jyoti Agrawal, Lalit Kumar, Venkatesh Pujari, Satya, Sachin Hingole

Just checking in on this. Is there please to get this into development

Hi Debbie Kulling,

Currently we are focusing only on bug fixing. We will be working on new enhancements and change requests after 15th June 2017.

But, we are aware that this is a blocking issue at times. Also, during call on "Invoice Security" on 3rd May 2017, we had suggested a quick fix for Invoice accessibility for other users. We have created bug WT-9588 and we are working on it. This quick fix will be deployed on Stage in next week.

Thank you!

cc: Jyoti Agrawal, Venkatesh Pujari, Satya

do we have update on this

Hi Debbie Kulling,

We have not worked on this JIRA as currently we are working on Bug fixing.
Please refer WT-9588 for update related to quick fix done, due to which invoice will be accessible to SA and other Partner users.

Thank you!

cc: Satya, Venkatesh Pujari, Jyoti Agrawal

BCC has some clients coming up that have class based security for the admin users. The admin users should only have access to the Invoices for the classes they have access to. Can you provide an approximate ETA on when you think we might have this done.

Hello Debbie Kulling,

Lets have a call tomorrow morning for this. Does 7 am CST work for you?

Regards,
Lalit Kumar

CC: Prasanna Karlekar

Can you please provide an ETA

Please reassign this ticket once issue is resolved

Hi Venkatesh Pujari,

The issue is non-reproducible. Hence, assigning you back. Let us know if issue persists.

Thanks,
Jyoti A

Hi Jyoti Agrawal,

This enhancement is tested on LB on For QA Caiso company. Functionality is working as per expectation.

Sachin Hingole,Prasanna Karlekar

Please note that User Access Policy part is tested in a different ticket.

Thanks,
Venkatesh

Hi Jyoti Agrawal,

This enhancement is tested on Stage on AFI For Hspl company. Functionality is working as per expectation.

Sachin Hingole,Prasanna Karlekar

Please note that User Access Policy part is tested in a different ticket.

Thanks,
Venkatesh

Kira Hamilton This enhancement is deployed on production, please verify and confirm.

Venkatesh PujariPrasanna KarlekarJyoti Agrawal

Hello,

Can you tell us the specific enhancement that was released so that we can test and verify?

Thank you,
Kira

Hi Kira Hamilton,

This enhancement was for accessing invoice but with different roles like Partner can access and edit another partner's Invoice,Partner can access and edit Company Admin's Invoice,Broker can access and edit another Broker's Invoice,Broker can access and edit Admin's Invoice,Admin can access and edit another Admin's Invoice only if the classes of employees are eligible for both the admins. Please could you refer User-Access-Policies.pptx for detailed information.

Thanks,
Venkatesh