Journey Pricing - Settings


Navigate to Administration > Pricing Schemas > Journey Pricing > Settings.

Journey Pricing Settings

Rules Protection

Within the Journey Pricing settings, the Rules Protection section is initially visible. Its objective is to prevent any modification of existing Journey Pricing records by user groups associated with specific roles.

Journey Pricing Rules Protection

This section can be hidden from users by modifying the permissions of the respective roles.


Protecting Rules Marked as "Base"

Administrators can enable the Protect rules marked as "Base" rules option in Journey Pricing Settings. Once activated, any Pricing Rule record marked as "Is Base" in its configuration is protected from modifications by users without editing permissions.

Journey Pricing Rules Protection

Journey Pricing Rules Protection

Protecting Rules with Past Selling Dates

Similarly, administrators can enable the Protect rules with target selling dates in the past option in Journey Pricing Settings. Once activated, records with Selling From and Selling To dates in the past are protected from modifications by users without editing permissions, following a process akin to the "Is Base" protection.

Journey Pricing Rules Protection

Journey Pricing Rules Protection

Protected Record UI

Once a record is protected, a lock icon is displayed at the start of the record, making it non-selectable for any potential modifications. This visual indicator reinforces that the record is restricted to view-only access for users without editing permissions.

Journey Pricing Rules Protection

Bulk Upload for Efficient Updates

The Bulk Upload functionality allows administrators to efficiently mark multiple records as "Is Base" or update their Selling From and Selling To dates to past dates, streamlining the process of applying protection to Pricing Rules.


Access Restrictions

Users without editing permissions will see a lock icon on the left side of protected records, indicating they can only view the configuration, not edit it. Attempting to create a new protected Pricing Rule or modify an existing one to become protected (e.g., by marking it as "Is Base" or setting past selling dates) will trigger an error message if the user lacks the necessary permissions.

Journey Pricing Rules Protection

Additional Information

Both protection options ("Protect rules marked as 'Base' rules" and "Protect rules with target selling dates in the past") can be enabled simultaneously without any conflicts, allowing administrators to safeguard both "Is Base" records and those with past selling dates concurrently.