If you are an Apttus CPQ administrator, you must first define who can access the Promotions configuration page and what actions they can perform on this page. You must create users and define permissions for each user of each profile as listed in the following table:

UserProfilePermissions
Marketing Manager
  • Create or edit promotion programs
  • Submit promotions for approval
  • Analyze impact of promotion on quotes or orders
  • Analyze promotion effectiveness
  • Read or Write access on all objects used for promotions management
  • Read access on adjustment line items, Limit Data table, rollup data, and other related objects
Marketing Executives
  • Analyze impact of promotion on quotes or orders
  • Analyze promotion effectiveness
  • View access on Promotion objects, quotes, and proposals
  • Read access on adjustment line items, Limit Data table, rollup data, and other related objects
Promotion Approvers
  • Approve or reject promotions
  • View or analyse promotions
  • Read or Write access on promotion objects
  • View access on all objects used for promotions
Sales Representatives

Using promotions on quotes

  • View available Pull promotions
  • Add promotion code and apply promotion
  • View promotion benefit

View access on promotion objects, quotes, and proposals, adjustment line item objects, and Limit Data table

Customers

Using promotions on the e-commerce orders

  • View available Pull promotions
  • Add promotion code and apply promotion
  • View promotion benefit
View access on promotion objects, quotes, and proposals, adjustment line item objects, and Limit Data table

For more information of user profiles and permissions, see Profile Settings and Security.