Manage CPQ Permissions

Manage CPQ Permissions

CPQ Permissions

As is the case with several CRM functions, in order to manage CPQ settings, a user needs to have the required CPQ permissions enabled in their profile. 

The CPQ permissions are as follows:
  1. Product configurator
  2. Price rules
  3. Quick view Dashboard component

Product configurator and Price Rules

This set of permissions determines if the user can Create, View, Edit or Delete the various product combinations and price rules that are configured in CPQ. 

Quick view dashboard component

This set of permissions determines if the user can create or edit the Quotes analytics component.
  1. To view this widget, you would have to enable View permission.
  2. To edit the criteria in the component, you would need the Edit permission.

Notes
Note:
  1. If a user does not have the permissions for Analytics and has permission for Quick View Dashboard, then the Quick View Dashboard component will not be displayed to them.
  2. An Administrator will have all Product Configurator, Price Rules and Quick View permissions on their profiles by default.
  3. If you do not want CPQ rules to be applied to your quotes, you may entirely skip creating them or deactivate your existing rules.