Changes to Permissions in Spring 2023

The following changes have been introduced in the Spring 2023 release.

New Permissions Added

New Permission Sets

SCPQ - Create Milestones from Line Sets

New Permission Set Groups

No changes have been made in this release.

New Custom Permissions

No changes have been made in this release.

Deprecated Permissions

Deprecated Permission Sets

No changes have been made in this release.

Deprecated Permission Set Groups

No changes have been made in this release.

Deprecated Custom Permissions

No changes have been made in this release.

Updates to Permission Sets

Permissions in the following permission sets have been updated in this release. For more information, see the Technical Documentation Pack on the Certinia Community.

Permission Set	Description	View changes
Certinia Group - SCPQ - Estimate Approver	Includes permission sets for job functions related to the estimate approver role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.	SCPQEstimateApprover Changes
Certinia Group - SCPQ - Estimate Product Manager	Includes permission sets for job functions related to the estimate product manager role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.	SCPQEstimateProductManager Changes
Certinia Group - SCPQ - Estimator	Includes permission sets for job functions related to the estimator role. For a full list of the included permission sets go to Permission Sets on this permission set group's detail page and click Permission Sets in Group.	SCPQEstimator Changes
SCPQ - Add from Template	This allows the user to add records from estimate templates to estimates.	AddFromTemplate Changes
SCPQ - Administrator	Configure field mappings between Services CPQ and PSA objects.	SCPQAdministrator Changes
SCPQ - Approve Estimates	Approve or reject pending estimates.	ApproveEstimates Changes
SCPQ - Create Estimates	This allows the user to create, edit and view estimates, estimate templates, and their related records with the exception of skills.	CreateEstimates Changes
SCPQ - Create Projects from Estimates	Create projects from estimates.	CreateProjectsFromEstimates Changes
SCPQ - Edit Estimates	View and edit estimates and estimate templates, and create any related records with the exception of role skill requests.	EditEstimates Changes
SCPQ - Edit Price and Cost	Edit the price and cost of estimates.	EditPriceAndCost Changes
SCPQ - Submit Estimates	Submit estimates for approval.	SubmitEstimates Changes
Services CPQ Analytics Integration User Read Access	Assign this to the Integration User to extract the data from your Services CPQ objects and display it in Analytics.	ServicesCPQAnalyticsIntegrationUserReadAccess Changes

Updates to Permission Set Labels

For information about changes to permission set labels, see the Technical Documentation Pack on the Certinia Community.