Assign Permission Sets for Rebate and Accrual Management Advanced

Assign permission sets to users to give them access to objects, fields, and features for Advanced Rebate and Accrual Management and related features. Permission sets extend users' functional access beyond their user profiles but can't take access away. You can assign multiple permission sets to a user.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions that have Rebate and Accrual Management Advanced enabled.
License Permission Set Who Needs It?
RebateAndAccrualMgmtAdvncd Rebate and Accrual Management Advanced Admin Admins who configure DPEs and Data Kits. Program Managers create rebate programs and enroll members. Finance Managers process the accrual and payout, and apply adjustments.
Rebate and Accrual Management Advanced User Sales and account managers who view accrual and payout amounts for their members and track accruals.
Rebate and Accrual Management Advanced Read Only Users who need read-only visibility into rebate programs, accruals, and payouts without edit access.
Rebate and Accrual Management Advanced for Experience Cloud Users Partner users who use the Experience Cloud site to view rebate program details and accrual and payout information.