CPQ has a standard set of permissions that contain the access rights to fields and objects available in CPQ. These permission sets define whether the User can read, create, edit, and delete the records of an object and its fields. These permissions and the impact they have on the User are described below:
|Read||Allows the User to view the existing records created for the object.|
|Create||Allows the User to create a record for the object.|
|Edit||Allows the User to edit the existing record of the object.|
|Delete||Allows the User to delete a record of the object.|
|View All||Allows the User to read and create records for an object.|
|Modify All||Allows the User to edit and delete records for an object.|
The following table lists the standard permission sets available in CPQ and their usage.
Apttus CPQ Admin
|This permission set must be assigned to system administrators.|
Apttus CPQ User
|This permission set can be assigned to any user who is not a system administrator.|
There are different sets of permissions for an administrative role and a regular user role. You must assign the permission sets to the Users accordingly.
To view the permission sets
You can find the standard CPQ permission sets by following the steps below.
- Go to Setup > Administration Setup > Managed Users > Permission Sets.
- Click Apttus CPQ Admin or Apttus CPQ User.
- Click Object Settings which contains a list of all the objects with their permissions.
- Click the object names to view the fields of the objects and their permissions.
If you are using permission sets that are not standard to CPQ, you must update permissions for new fields manually based on Apttus CPQ Admin and Apttus CPQ User permission sets.