Assign Additional Permission Sets to Users

Set up Admin and Standard Users

Set up the admin user and assign the following additional permission sets to the admin user.

• CME Sales Features
• Create Orders from Quotes
• Product Configuration Constraints Designer
• Product Configurator
• Basic CSV Data Import

Set up the standard user and assign the following additional permission sets to the standard user.

• CME Sales Features
• Create Orders from Quotes
• Basic CSV Data Import

Assign Permissions Based on Roles

You can also assign the appropriate permission sets to your users based on their roles to enable access to multisite features such as multisite quoting and bulk site upload.

Sales Support: Responsible for uploading and organizing customer site data.

Create a standard user and assign the following permission sets.

• Energy & Utilities Sales Features
• Basic CSV Data Import

Sales Representative: Responsible for quoting and capturing orders for multisite accounts.

Create a standard user and assign the following permission sets.

• Energy & Utilities Cloud Features
• Energy & Utilities Cloud Billing Account
• Salesforce Pricing Run Time User
• Product Catalog Management Viewer
• Rule Engine Runtime
• Energy & Utilities Sales Features
• CalculatePrices API
• PlaceOrder API
• Submit Transactions and Fulfillment User
• Product Discovery User
• Submit Transactions User
• Assetize Order
• CME Sales Features
• Create Orders from Quotes

Product Owner: Responsible for setting up products and pricing procedures.

Create an admin user and assign the following permission sets:

• Energy & Utilities Cloud Features
• Energy & Utilities Cloud Billing Account
• Product Catalog Management Designer
• Salesforce Pricing Admin
• Salesforce Pricing Manager
• Salesforce Pricing Design Time User
• Energy & Utilities Sales Features
• Rule Engine Designer
• Assetize Order
• CalculatePrices API
• PlaceOrder API
• ProductAndPriceConfiguration API
• Product Discovery Admin