Defining User Profiles and Permissions
If you are a 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:
User | Profile | Permissions |
|---|---|---|
Marketing Manager |
|
|
Marketing Executives |
|
|
Promotion Approvers |
|
|
Sales Representatives | Using promotions on quotes
| 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 access on promotion objects, quotes, and proposals, adjustment line item objects, and Limit Data table |
For more information of user profiles and permissions, see About Permission Sets.
