Services Estimator Permissions

Changes to Permissions in January 2025

The following changes have been introduced in the January 2025 release.

New Permissions Added

New Permission Sets

No changes have been made in this release.

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 SetDescriptionView changes
Services Estimator - Add from Template This allows the user to add records from estimate templates to estimates. AddFromTemplate Changes
Services Estimator - Approve Estimates Approve or reject pending estimates. ApproveEstimates Changes
Services Estimator - 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
Services Estimator - Edit Estimates View and edit estimates and estimate templates, and create any related records with the exception of role skill requests. EditEstimates Changes

Updates to Permission Set Labels

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


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