Permissions on Profiles

by Community Manager on ‎03-30-2016 02:43 PM - edited on ‎04-21-2017 02:06 PM by Community Manager
User Type/Condition READ CREATE EDIT DELETE Notes
Users creating Quotes 
  • Quote
  • Quote Document
  • Quote Lines
  • Quote Line Groups
  • Quote Templates
  • Template Sections
  • Template Content
  • Quote
  • Quote Document
  • Quote Lines
  • Quote Line Groups
  • Quote
  • Quote Document
  • Quote Lines
  • Quote Line Groups
  • Quote
  • Quote Document
  • Quote Lines
  • Quote Line Groups
 
Quote Templates (Admin)
  • Quote Templates
  • Template Content
  • Template Sections
       
Sales Reps
  • Read permissions on ALL SteelBrick CPQ objects
       
Using Product Bundles where Reps select component offerings after adding a Bundle to a Quote
  • Products
  • Products
  • Products
  • Products
To prevent reps from creating a product, set "Read-Only" permissions for their Products tab."Hide" cannot stop users from using the URL to access the Product page to create a new Product.
Product Bundles (Admin)
  • Products
  • Product Options
  • Product Features
  • Option Constraints
  • Products
  • Product Options
  • Product Features
  • Option Constraints
  • Products
  • Product Options
  • Product Features
  • Option Constraints
  • Products
  • Product Options
  • Product Features
  • Option Constraints
 
Sales Reps w/ ability to Group Line Items
  • Quote Line Groups
  • Quote Line Groups
  • Quote Line Groups
  • Quote Line Groups
 
Block Prices (Admin)
  • Block Prices
  • Block Prices
  • Block Prices
  • Block Prices
 
Block Prices (Sales Rep)
  • Block Prices
       
Cost & Markup Pricing on Products (Admin)
  • Costs
  • Costs
  • Costs
  • Costs
 
Cost & Markup Pricing on Products (Sales Rep)
  •  Costs
       

Discount Schedules (Admin)

 
  • Discount Schedules
  • Tiers

  • Discount Schedules
  • Tiers
 
 
  • Discount Schedules
  • Tiers
 
  • Discount Schedules
  • Tiers
 
Discount Schedules (Sales Rep)
  • Discount Schedules
  • Tiers


 
 

 
 
Contracted Prices (Admin) 
  • Contracted Prices
  • Contracted Prices 
  • Contracted Prices 
  • Contracted Prices 
 
Contracted Prices (Sales Rep) 
  • Contracted Prices 
       
Price Rules (Admin)
  • Price Actions
  • Price Conditions
  • Price Rules
  •  Price Actions
  • Price Conditions
  • Price Rules
  • Price Actions
  • Price Conditions
  • Price Rules

  • Price Actions
  • Price Conditions
  • Price Rules
 
 
 Price Rules (Sales Rep)
  • Price Actions
  • Price Conditions
  • Price Rules
       
 Guided Selling (Admin)
  • Process Inputs
  • Quote Processes
  • Process Inputs
  • Quote Processes
  • Process Inputs
  • Quote Processes
  • Process Inputs
  • Quote Processes
 
 
Guided Selling (Sales Rep)
  • Process Inputs
  • Quote Processes
       
Product Rules (Admin)
  • Product Actions
  • Product Rules
  • Product Actions
  • Product Rules
 
  • Product Actions
  • Product Rules
 
  • Product Actions
  • Product Rules
 
 
Product Rules (Sales Rep)
  • Product Actions
  • Product Rules
       
Dynamic Quote Terms (Admin) 
  • Quote Terms
 
  • Quote Terms
  • Term Conditions
 
  • Quote Terms
  • Term Conditions
 
  • Quote Terms
  • Term Conditions
 
Dynamic Quote Terms (Sales Rep) 
  • Quote Terms


 

 
   
Dynamic Proposals to include PDF docs in Quotes (Admin)
  • Additional Documents
  • Additional Documents
  • Additional Documents 
  • Additional Documents 
 
Dynamic Proposals to include PDF docs in Quotes (Sales Rep)
  • Additional Documents
       
SolutionGroups (Admin)
  • Solution Groups
  • Solution Groups
  • Solution Groups
  • Solution Groups
 
SolutionGroups (Sales Rep)
  • Solution Groups
       
Renewals on Opportunities & Quotes (Sales Reps) 
  • Subscribed Assets
  • Subscriptions
  • Assets
  • Contracts 
       

 

Note: If you are using Configuration Attributes that map to Quote Lines, you must have "Edit" permissions on the Product Option object.

Note: If all your profiles are already created before you install SteelBrick CPQ and you select Grant Access to All Users during the install wizard, these settings are configured for you automatically. Your users cannot see any of the SteelBrick CPQ functionality until you activate those users as SteelBrick CPQ users.

 

Related Topics

SteelBrick CPQ Permissions Sets