Changes to Permissions in January 2024

The following changes have been introduced in the January 2024 release.

New Permissions Added

New Permission Sets

SCPQ - Manage Scoping Requirement Sets
SCPQ - Manage Scoping Sessions

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
SCPQ - Add from Template	This allows the user to add records from estimate templates to estimates.	AddFromTemplate Changes
SCPQ - Add to Opportunity	Push estimate details to the related opportunity.	PushToOpportunity 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
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.