---
schema_version: "1"
id: 48fe464d401339fa510dfdf079b6c4e8ba0989e441b819aa1842c679113de260
title: Configure Feature Permissions in Enterprise Sales Management (Managed Package)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_configure_feature_permissions_in_esm.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_configure_feature_permissions_in_esm.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 647dab437f75cfb5c43ad4d3f0e67958be8fde3280bcf13305e7823705665732
description: You can manually assign specific permissions for each user or profile in the Setup. When you remove or unassign a custom permission set for a user or profile, they can no longer interact with the corresponding UI elements.
products:
  - Communications
release: "264"
---
# Configure Feature Permissions in Enterprise Sales Management (Managed Package)

You can manually assign specific permissions for each user or profile in the Setup. When you remove or unassign a custom permission set for a user or profile, they can no longer interact with the corresponding UI elements.

![Managed Package Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/communications/images/media_package_icon.png) _This feature is part of the Communications Cloud managed package._

| REQUIRED EDITIONS |
| --- |
| Available in: Lightning Experience |
| Available in: **Enterprise**, **Performance**, **Unlimited**, and **Developer** Editions |

_Standard user permissions that grant the ability to access the Enterprise Sales App and manage quotes are required._

When you install the Enterprise Sales Management managed package, it includes the custom permissions and assigns them directly to System Administrator and Standard user profiles. For more granular, user-level control, it is recommended to use permission sets.

- **[Apply Special Handling to Inflight Order Amend (Managed Package)](https://help.salesforce.com/s/articleView?id=ind.comms_apply_special_handling_to_inflight_order_amend.htm&release=264.0.0&type=5)**  
    To control user access for the Inflight Order Amend feature, which allows users to modify in-progress orders, you need to explicitly add a permission filter to the **Amend Order to Quote** button.

## Assign Custom Permissions to Users

Assign custom permissions to users to control their access.

1. Enable the ESM permission-based feature access setting.
    
    1. From the App Launcher, find and select **Vlocity CMT Administration**.
    2. In the Custom Settings section, select **CPQ Configuration Setup**.
    3. Look for the ESMPermissionBasedFeatureAccess configuration and set its value to true.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)
    
    Note After enabling the ESM permission-based feature access setting, you must assign custom permissions to permission sets for features to become accessible. To modify admin or standard profiles, explicitly revoke their permissions. Remember, profile-level permissions override user-level ones.
2. Create a custom permission set.
    1. From Setup, look for Permission Sets.
    2. Click **Create a new Permission Set**.
    3. Add a name for the permission set, for example, DemoESMPerm.
        
        For more information, see [Creating permission set](https://help.salesforce.com/s/articleView?id=ind.task_create_a_sf_perm_set.htm&language=en_US).
3. Configure the out-of-the-box (OOTB)custom permissions.
    1. Open the newly created permission set.
    2. [Enable custom permissions in Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_custom_perms.htm&language=en_US).
        
        For a list of OOTB custom permissions in ESM, see [Custom Permissions in Enterprise Sales Management](https://help.salesforce.com/s/articleView?id=ind.custom_permissions_in_enterprise_sales_management.htm&release=264.0.0&type=5 "Control user access to functionalities and UI elements in ESM with custom permissions to streamline the user experience and maintain a clear division of responsibilities.").
4. Assign the custom permission sets to users who you want to control the access for.
    
    For more information, see [Assign permission set to a user](https://help.salesforce.com/s/articleView?id=xcloud.assign_permission_set_to_user.htm&language=en_US).
5. After you assign or revoke a permission, refresh the ESM app for the changes to take effect.

## Assign Custom Permissions to Profiles

Assign custom permissions to the user profiles you wish to manage access for.

1. Enable the ESM permission-based feature access setting.
    
    1. From the App Launcher, find and select **Vlocity CMT Administration**.
    2. In the Custom Settings section, select **CPQ Configuration Setup**.
    3. Look for the ESMPermissionBasedFeatureAccess configuration and set its value to true.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)
    
    Note After enabling the ESM permission-based feature access setting, you must assign custom permissions to permission sets for features to become accessible. To modify admin or standard profiles, explicitly revoke their permissions. Remember, profile-level permissions override user-level ones.
2. Create a custom permission set.
    1. From Setup, look for Permission Sets.
    2. Click **Create a new Permission Set**.
    3. Add a name for the permission set, for example, DemoESMPerm.
        
        For more information, see [Creating permission set](https://help.salesforce.com/s/articleView?id=ind.task_create_a_sf_perm_set.htm&language=en_US).
3. Configure the out-of-the-box (OOTB)custom permissions.
    1. Open the newly created permission set.
    2. [Enable custom permissions in Permission Sets](https://help.salesforce.com/s/articleView?id=platform.perm_sets_custom_perms.htm&language=en_US).
        
        For a list of OOTB custom permissions in ESM, see [Custom Permissions in Enterprise Sales Management](https://help.salesforce.com/s/articleView?id=ind.custom_permissions_in_enterprise_sales_management.htm&release=264.0.0&type=5 "Control user access to functionalities and UI elements in ESM with custom permissions to streamline the user experience and maintain a clear division of responsibilities.").
4. Assign the custom permissions to the profiles of the users you want to control access for.
    1. Navigate to the Profile.
    2. Click **Enable Custom Permissions**.
    3. Click **Edit**.
    4. From the Available Custom Permissions list, select the permission you want to assign to the user profile.
    5. Click **Add** to move it to the Enabled Custom Permissions list.
    6. Save your changes.
5. After you assign or revoke a permission, refresh the ESM app for the changes to take effect.