Services CPQ Permissions

Changes to Permissions in September 2024

The following changes have been introduced in the September 2024 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
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
SCPQ - Edit Price and Cost Edit the price and cost of estimates. EditPriceAndCost Changes
SCPQ - Manage Scoping Requirement Sets Create, edit, and delete scoping requirement sets and related records. ManageScopingRequirementSets Changes
SCPQ - Manage Scoping Sessions Create, edit, and delete scoping sessions. ManageScopingSessions 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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