Global Promotions Management has varying user roles based on company requirements. Assign users permissions to create and manage a product portfolio, configure pricing procedures, and view promotions.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management |
| User Permissions Needed | |
|---|---|
| To assign permission sets: |
Assign Permission Sets AND View Setup and Configuration |
| User | Business Requirement | Permission Set |
|---|---|---|
| Product Designer | Users can create and manage products, product categories, product attributes, product components, product relationships, and Qualification Rules. The Product Designer also assigns products to product categories. | Product Catalog Management Designer |
| Pricing Admin | Users can configure a pricing procedure and associate it with a promotion group to determine how the evaluation happens. | Pricing Admin OR Pricing Design Time User |
| Business Executive | Users can view the configuration of promotions created by others in their team. | Promotion Viewer |
| Translators | Users who translate promotions | Promotion Viewer |
Assign the required permission sets to the users.