Role Name
(Its Code Name)

Description

Add

Edit

Delete

User group override

(see explanation below)

Administer Actions

(ADMINISTER_ACTIONS)

Provides full access to Actions and Action Types.

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Administer Users

(USERADMIN)

Provides access to User Admin, User Groups and Business Roles where the user can perform the listed actions. Provides access also to Logins, Security & Configuration and User Assignment. The user cannot assign privileged roles (General Admin, General Admin (without User Management), View Audits and Users, Override User Groups, Investigate for Support, Data Integration, Manage Custom Help, Manage Dashboards, Edit Localization, Manage ToDo Admin, Manage Product Master, Manage Customer Master).

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Data Integration

(DATAINTEGRATION)

Provides access to Import / Export / Archiving and Server Events where the user can perform the listed actions.

 This role is meant for technical accounts only – there are no modules displayed in the UI.

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Develop Interceptors

(DEVELOP_INTERCEPTORS)

Provides access to the CRM Integration section where the user can create and edit Interceptors and manage data mapping with CRM apps.

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Edit Localization

(I18NADMIN)

Provides access Internationalization where the user can change the UI labels (for the given partition).

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General Admin

(ADMIN)

Provides access to Access Admin, Configuration, Workflow Delegation, Events, Logs, Job/Task Tracking where the user can perform the listed actions.

This is the most privileged role in Administration – see the note above this table. 

This user can also access TFA Management and add, edit, delete TFA records there. 

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General Admin (without User Management)

(ADMIN_WO_USER_MGMT)

Provides access the same sections as General Admin – except for User Admin and User Group.

This role helps companies with GDPR compliance. 

This user can also access TFA Management and add, edit, delete TFA records there.

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Investigate for Support

(SUPPORT)

Allows the user to see all modules and all Administration sections. The user cannot perform any actions in these sections, except for: 

• edit users (but cannot create new users or assign user roles to existing users);

• delete events in Administration > Logs.

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Manage Actions

(MANAGE_ACTIONS)

Provides access to all Actions (create, edit, delete). The user cannot administer attributes and does not have access to Action Types.

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Manage Actions Calculation Logics

(MANAGE_ACTIONS_CALCULATION_LOGICS)

Provides access to Actions Calculation Logic where the user can perform the listed actions. The user can also access Groovy Library.

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Manage Custom Help

(HELPEDITOR)

Obsolete. Allows the user to create and edit a custom help in the Classic UI.

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Manage Customer Master

(PB_CUSTOMERS_ONLY)

Provides access to Customers and Excel Client where the user can perform the listed actions.

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Manage Dashboards

(DASHBOARDADMIN)

Allows the user to create and edit Dashboards. 

 Access to individual dashboards depends on whether the user is entitled to see the application sections from where the dashboards pulls the data.

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Manage Product Master

(PB_PRODUCTS_ONLY)

Provides access to Products and Excel Client where the user can perform the listed actions. 

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Manage ToDo Admin

(TODOADMIN)

Provides access to ToDo Admin where the user can perform the listed actions.

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Override User Groups

(USERGROUPOVERRIDE)

Allows the user see all data rows in tables where the rows visibility is driven by Groups. 

 You also need to assign a role providing access to the area where the table is.

 This permission is part of some of the Administration roles – as indicated in the last column of this table. 

-

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Administer Plasma

(PLASMA)

Allows the user to mark objects as Plasma-specific. These objects can then be viewed and modified only by users with this role. Plasma objects are not visible to users without this role.

For details see PricefxPlasma.

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View Audits and Users

(USERAUDIT)

Allows the user to see Logs (Logins, Security & Configuration, User Assignment) and User Admin sections.

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Administer A&P Module

(CM_CONTRACTS_ADMIN)

Provides full access to Agreements & Promotions Overview, A&P Types, Condition Types, Mass Updates and Price Records where the user can perform the listed actions.

The user can delete attachments to Agreements/Promotions in states other than Draft.

This user can also create/edit/delete folders for Agreements and Promotions.

Agreements & Promotions

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A&P Types

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Condition Types

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Mass Update

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Price Records

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Manage A&P Module

(CM_CONTRACTMANAGER)

Provides access to Agreements & Promotions Overview, A&P Types, Condition Types and Price Records where the user can perform the listed actions. In Price Records, the user can in-line edit values but not mass edit them.

In addition, the user can execute formulas, e.g., run a configurator.

This user can also create/edit/delete folders for Agreements and Promotions.

Agreements & Promotions

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A&P Types

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Condition Types

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Price Records

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Manage A&P

(CM_CONTRACTS)

Provides access to Agreements & Promotions Overview where the user can perform the listed actions.

Agreements & Promotions

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Manage A&P Calculation Logics

(CM_FORMULAS)

Provides access to Agreements & Promotions Calculation Logic where the user can perform the listed actions.

The user can also access Groovy Library.

Agreements & Promotions Calculation Logic

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View A&P

(CM_CONTRACTS_RO)

Provides read-only access to Agreements & Promotions Overview – the list and detail view. No actions are available.

Agreements & Promotions

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Administer Schemas

(PA_SCHEMAEDITOR)

Allows the user to edit the Datamart schema.

 You also need to assign the Manage Data Manager role. Without it the user does not have access to data.

-

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View Data Manager

(PA_DATAMANAGER_RO)

Provides read-only access to all sections of Data Manager.

-

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Manage Data Analyzer

(PA_DATAANALYZER)

Provides access to Datamarts, Charts and reports where the user can perform the listed actions. 

In addition, the user can view Datamart and Datamart query.

This role is also necessary for getting access to charts included in the header of Quotes, Agreements/Promotions, etc.

Does not provide access to Rollups but the user can create and view charts where the data source is a Rollup.

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Manage Data Manager

(PA_DATAMANAGER)

Provides access to all sections of Data Manager where the user can perform the listed actions. The user can see there the structure of fields, but not data. 

The user can also see Rollups in the menu but to be able to use them, the following two roles need to be assigned too: Administer Schemas and Run Analytics Queries.

The user can run Data Loads. 

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Manage Analytics Calculation Logics

(PA_FORMULAS)

Provides access to calculation logics in Analytics where the user can perform the listed actions.

The user can also access Groovy Library.

+

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Manage Analytics Simulations

(PA_SIMULATION)

Obsolete. Provides access to Analytics Simulations (available only in the old Classic UI) where the user can perform the listed actions.

 You also need to assign the Manage Data Manager role. Without it the user does not have access to data.

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Manage Published Rollups

(PA_MANAGE_PUBLISHED_ROLLUPS)

Allows the user to create Analytics Rollups and manage saved Rollups (edit and delete Rollups published by other users, change their structure etc.).

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View Rollups

(PA_ROLLUPS_RO)

Provides read-only access to Analytics Rollups. User cannot access any other part of the Analytics module.

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Manage Saved Charts

(PA_SAVEDCHARTS_TREE)

Allows the user to work with saved charts in Analytics (edit and delete charts published by other users, change their structure etc.).

 You also need to assign the Manage Data Analyzer role. Without it the user does not have access to data.

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Run Analytics Queries

(PA_QUERY)

Allows the user to run Analytics queries.

 You also need to assign the Manage Data Manager role. Without it the user does not have access to data.

Then the user can also see Analytics charts and reports in Product and Customer Details  (Product Master Details, Customer Master Details, Price Lists, Live Price Grids and Manual Price Lists).

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Use Claims

(CLM_CLAIM)

Provides access to the Claims section of the Channel Management module where the user can perform the listed actions.

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Manage Claims

(CLM_CLAIMMANAGER)

Provides access to all sections of the Channel Management module (Claims, Claim Types and Claim Records) where the user can perform the listed actions.

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Edit Global Preferences

(PB_GLOBAL_PREFERENCES)

Allows the user to define global preferences (default for users without private preferences). Global preferences do not overrule private preferences.

 You also need to assign a role providing access to an area in which the user then can manage preferences.

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Edit Model in Module Category

(MODULECATEGORY_MO_EDIT)

Allows the user to edit existing Model Objects in Module Categories.

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Manage Custom Form in Module Category

(MODULECATEGORY_CFO_MANAGER)

Allows the user to add, edit, duplicate and delete Custom Forms in Module Categories.

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Manage Data Export & Archive

(PB_DATAEXPORTS)

Allows the user to work with the Data Exports and Data Archiving sections.

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Manage Data Import

(PB_DATAIMPORTS)

Allows the user to work with the Data Imports section.

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Manage Model in Module Category

(MODULECATEGORY_MO_MANAGER)

Allows the user to add, edit, duplicate and delete Model Objects in Module Categories.

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View Custom Form Module Category

(MODULECATEGORY_CFO_RO)

Provides read-only access to existing Custom Forms in Module Categories.

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View Model in Module Category

(MODULECATEGORY_MO_RO)

Provides read-only access to existing Model Objects in Module Categories.

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Export Dashboards

(DB_EXPORT)

Allows the user to export Dashboards.

Users without this role will not see the export button neither on dashboard nor on portlet level. Additionally, they will not be able to export Result Matrixes in Quotes, Agreements/Promotions, Rebate Agreements, Price Lists and Live Price Grids.

View Dashboards

(DASHBOARD_RO)

Provides read-only access to Dashboards. User can select dashboards, enter inputs, set filters, save view preferences, set a default dashboard (but not global default dashboard), see dashboards embedded in other modules.

 Access to individual dashboards depends on whether the user is entitled to see the application sections from where the dashboards pulls the data.

Administer Custom Form

(CUSTOM_OBJECT_ADMIN)

Allows the user to manage (create, duplicate, edit, delete) Custom Forms and Custom Form Types.

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Administer Customers

(PB_CUSTOMERS)

Provides access to the Customer Master Data (Customers, Customer Extensions) and Excel Client where the user can perform the listed actions.

Allows the user to import Customer Extensions. The user can also work with Customer Attributes and view Customer Assignments and Customer Master details.

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Administer Company Parameters

(PB_PARAMETERS)

Provides access to Company Parameters and Excel Client where the user can perform the listed actions.

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Administer Products

(PB_PRODUCTS)

Provides access to Products, Product Extensions, Product References, Competition Data, BoM lookup and Excel Client where the user can perform the listed actions. Allows the user to import Product Extensions.

In addition, the user can view Product details and can run the pricing logics.

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Administer Sellers

(RM_SELLERSMANAGER)

Provides access to Sellers and Seller Extensions. Allows the user to import Seller Extensions.

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Edit Custom Form

(CUSTOM_OBJECT_EDITOR)

Allows the user to edit the existing Custom Forms and Custom Form Types.

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Import & Read Competition Data

(PB_COMPETITION_PROVIDER_FETCH)

Provides access to Competition Data Product Sets and Competition Data tables.

The user can read data sets and read and upload data from/to Competition Data tables.

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Import Competition Data

(PB_COMPETITION_PROVIDER)

Provides access to Competition Data Product Sets and Competition Data tables.

The user can read data sets and only upload data to Competition Data tables.

+

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-

Manage BoM Data

(PB_BOM)

Provides access to Bill of Material Lookup - BoM and Excel Client where the user can perform the listed actions.

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Manage Calculated Field Sets

(PB_CALCULATEDFIELDSETS)

Allows the user to work with Calculated Field Sets.

 You also need to assign a role providing access to areas in which CFS will manipulate fields (e.g., Manage Customers, Products, Price lists).

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Manage Competition Data

(PB_COMPETITION)

Provides access to Competition Data (product competition) and Excel Client where the user can perform the listed actions. 

The user can also see Products (read-only access).

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Manage Custom Form

(CUSTOM_OBJECT_MANAGER)

Allows the user to add, duplicate, edit and delete Custom Forms. Cannot revoke Custom Forms.

+

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Manage Custom Form Calculation Logics

(CUSTOM_OBJECT_FORMULAS)

Allows the user to create, edit and delete Custom Form header logics.

+

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Manage Customer Assignments

(PB_CUSTOMERASSIGNMENT)

Allows the user the assign customers for Price Lists, Live Price Grids and Manual Price Lists.

 You also need to assign one of the customer management roles. Without it the user does not have access to data.

+

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-

Manage Customer Extensions

(PB_CXEDITOR)

Provides access to Customer Extensions and Excel Client where the user can perform the listed actions.

Allows the user to import Customer Extensions.

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Manage Customer Hierarchy

(PB_CUSTOMER_HIERARCHY)

Allows the user to maintain the customer hierarchy in the Customer Hierarchy pane.

 You also need to assign one of the customer management roles. Without it the user does not have access to data.

+

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Manage Customers

(PB_CUSTOMEREDITOR)

Provides access to the Customer Master Data (Customers, Customer Extensions) and Excel Client where the user can perform the listed actions.

The user can also view Customer Master details and Customer Assignments.

Allows the user to import Customer Extensions.

+

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Manage Data Change Requests

(PB_DCREQUESTER)

Allows the user to work with Data Change Requests.

Provides also access to DCR related areas (defined in a DCR template by an admin).

The user can also edit data in these DCR related areas (but those changes are executed only after a DCR is approved in a workflow). 

Edit and Delete actions are only for DCR in a Draft status.

+

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Manage Company Parameters Tree

(PB_PARAMETERS_TREE)

Allows the user to maintain the Company Parameters hierarchy in the Parameter Structure pane.

 You also need to assign one of the Company Parameter roles. Without it the user does not have access to data.

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Manage Product Details Only

(PB_PDETAILSEDITOR)

Provides access to the following product related areas: Product Extensions, Product References, Competition and BoM lookup where the user can perform the listed actions. Provides access to Excel Client.

The user can only see the listed product related areas, but not Products.

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Manage Product Master Extensions

(PB_PXEDITOR)

Provides access to Product Extensions and Excel Client where the user can perform the listed actions.

Allows the user to import Product Extensions.

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Manage Product References

(PB_PXREF)

Provides access to Product References and Excel Client where the user can perform the listed actions.

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Manage Products

(PB_PRODUCTEDITOR)

Provides access to Products, Product Extensions, Product References, Competition Data and BoM lookup and Excel Client where the user can perform the listed actions. The user can also view Products Master details.

Allows the user to import Product Extensions.

+

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Manage Products & Use EC

(PB_PRODUCTEDITOR_EC)

Provides access to Products, Product Extensions,
Product References, Competition Data, BoM lookup and Excel Client where the user can perform the listed actions.

Allows the user to import Product Extensions.

The user can download, edit and upload data using the Excel Client.

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Manage Seller Extensions

(SC_SELLEREXTENSION)

Provides access to Seller Extensions. Allows the user to import Seller Extensions.

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Manage Sellers

(SC_SELLERS)

Provides access to Sellers and Seller Extensions. Allows the user to import Seller Extensions.

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View BoM Data

(PB_BOM_RO)

Provides read-only access to Bill of Material Lookup - BoM. Provides access to Excel Client.

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View Competition Data

(PB_COMPETITION_RO)

Provides read-only access to Competition Data (product competition). Provides access to Excel Client.

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View Custom Form

(CUSTOM_OBJECT_RO)

Provides read-only access to Custom Forms and Custom Form Types.

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View Customer Hierarchy

(PB_CUSTOMER_HIERARCHY_RO)

Allows the user to see the Customer Hierarchy pane.

 You also need to assign one of the customer management roles. Without it the user does not have access to data.

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View Customers

(PB_CUSTOMERS_RO)

Provides read-only access to the Customer Master Data (Customers, Customer Detail View, Customer Extensions). Provides access to Excel Client.

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View Company Parameters

(PB_PARAMETERS_RO)

Provides read-only access to Company Parameters where the user can perform the listed actions. Provides access to Excel Client.

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View Product Details

(PB_PDETAILSVIEW)

Provides read-only access to Products and Product Extensions. Provides access to Excel Client.

This role allows user to access Products and Product Extensions but does not display the Products and Product Extensions menu options.

 You also need to assign a role providing access to an area which uses the products details sections listed above (such as LPG or Price lists).

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View Product References

(PB_PXREF_RO)

Provides read-only access to Product References. Provides access to Excel Client.

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View Products

(PB_PRODUCTS_RO)

Provides read-only access to Products and Product Extensions. Provides access to Excel Client. User can see the Products and Product Extensions menu options.

To access Product details, user must have the View Product Details role.

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View Sellers

(SC_SELLERS_RO)

Provides read-only access to Sellers and Seller Extensions.

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View Model Objects

(PO_MCMO_RO)

Allows the user read-only access to Model Objects and Classes as well as everything owned by the Model. No actions are available.

Model Object
Model Class

Edit Model Objects

(PO_MCMO_EDITOR)

Provides access and possibility to edit existing Model Objects.

In addition, the user has read-only access to Model Classes.

Model Object

Model Class

Manage Model Objects

(PO_MCMO)

Provides access to Model Objects, in the menu: Models, where the user can add, delete and edit Model Objects.

This should be the default role for a standard user of Models.

In addition, the user can update everything owned by a Model Object, like Attachments and Tables.

Model Object

Model Class

Administer Model Classes/Objects

(PO_MCMO_MANAGER)

Provides access and possibility to add, delete and edit Model Objects and Model Classes.

In addition, the user can update everything owned by a Model Object, like Attachments and Tables.

Model Object

Model Class

Administer Optimization

(PO_MANAGER)

Provides full access to Pricing Guidance in Optimization where the user can perform all actions related to Models and Policy Records.
This role does not provide access to Model Object and Model Class.

The user can also manage logics and Datamarts.

This role bypasses any Entitlements on Datamarts.

Model Type

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Policy Record

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Administer Policy Records

(PO_MODELRECORDS_ADMIN)

Provides access to Policy Records in Pricing Guidance where the user can perform the listed actions.

The user can also manage logics.

Policy Record

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Approve Policy Records

(PO_MODELRECORDS_APPROVAL)

Allows the user to calculate and approve Policy Records in Pricing Guidance.

Policy Record

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Manage Models

(PO_MODEL_MANAGER)

Provides access to Models within Pricing Guidance where the user can perform the listed actions.

The user cannot view or edit logics.

Model Type

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Manage Policy Records

(PO_MODELRECORDS)

Provides access to Policy Records in Pricing Guidance where the user can perform the listed actions.

Policy Record

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Optimization Engine

(OE_CALCULATION)

Allows the user only to access the Optimization Engine page in the Optimization menu. Administer Optimization or Manage Models roles is required for the user to be able to perform actions on the OE page.

n/a

View Models

(PO_MODEL_RO)

Allows the user to open and navigate a Model in Pricing Guidance. No actions are available.

Model

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View Policy Records

(PO_MODELRECORDS_RO)

Allows the user to view and calculate Policy Records in Pricing Guidance.

Policy Record

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Administer Calculation Grid

(PB_CALCULATIONGRIDS)

Provides access to Calculation Grids where the user can perform the listed actions (add, delete, calculate). Only users with this role can edit Calculation Grids in the list table.

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Administer LPG

(PB_PRICEGRIDS)

Provides access to Live Price Grids where the user can perform the listed actions, including Custom mass actions. Only users with this role can edit LPG in the overview table. 

In addition, the user can view Products (in various lists but not in Master Data), Customers, Company Parameters and Workflows. 

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Administer Price Lists

(PB_PRICELISTS)

Provides access to Price Lists and Manual Price Lists where the user can perform the listed actions.

In addition, the user can view Products (in various lists but not in Master Data), Company Parameters, and Customers.

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Administer Price Records

(PB_PRICERECORDS)

Provides access to Price Records in Quoting where the user can perform the listed actions. To get access to the same Price Records table but in Agreements & Promotions, you also need to assign one of the Agreements/Promotions roles, e.g., Manage Agreements & Promotions.

(In Unity, this role grants access to Price Records both in Quoting and Agreements & Promotions, without the additional Agreements & Promotions role.)

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Edit Calculation Grid

(PB_CALCULATIONGRIDEDITOR)

Allows the user to view and edit Calculation Grids. Does not allow to edit Grid attributes in the Calculation Grid list table. To be able to calculate a Grid, the user must also have the Edit Calculation Grid & Add Records role assigned.

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Edit Calculation Grid & Add Records

(PB_CALCULATIONGRIDEDITOR_ADD_ITEM)

Allows the user to add rows to manual Calculation Grids. Also allows to calculate Calculation Grids.

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Edit LPG

(PB_PRICEGRIDEDITOR)

Provides access to Live Price Grids where the user can perform the listed actions, including Custom mass actions.

The user can also run calculations.

In addition, the user can view Products (in various lists but not in Master Data), Customers, Company Parameters and Workflows.

 An LPG has typically a longer life cycle than a Price List and so this difference is reflected in the main edit roles which handle these two objects. An LPG is created and then viewed and edited multiple times, thus this role 'Edit LPG' allows just that. In contrast, the main operations with a Price List are create and approve; if the creator is not satisfied with the Price List, it is simply deleted and created again. Therefore the 'Manage Price List' role has the corresponding permissions. 

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Edit LPG & Add Products

(PB_PRICEGRIDEDITOR_ADD_SKU)

Provides access to Live Price Grids where the user can perform the listed actions, including Custom mass actions. The user can also edit/set the LPG configuration (only formula generated inputs).

In addition, the user can view Products, Customers, Company Parameters and Workflows.

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Manage Calculation Logics

(PB_FORMULAS)

Provides access to generic calculation logic where the user can perform the listed actions. 

The user can also access Groovy Library.

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Manage LPG Tree

(PB_PRICEGRID_TREE)

Allows the user to maintain the LPG hierarchy in the Price Grids Structure pane.

 You also need to assign one of the Live Price Grid roles. Without it the user does not have access to data.

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Manage PL and LPG Types

(PB_PRICELISTPRICEGRID_TYPE)

Allows the user to create and manage Price Setting Types.

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Manage Price Lists

(PB_PRICELISTSEDITOR)

Provides access to Price Lists and Manual Price Lists where the user can perform the listed actions.

In addition, the user can view Products (in various lists but not in Master Data), Company Parameters, and Customers.

 See also a comparison with the 'Edit LPG' role. 

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Manage Price Lists Tree

(PB_PRICELIST_TREE)

Allows the user to maintain the price lists tree in the Price List Structure pane.

 You also need to assign one of the Price List roles. Without it the user does not have access to data.

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Manage Simulations

(PB_SIMULATION)

Allows the user to work with simulations in Price Setting. 

 You also need to assign one of the Price List and LPG roles. Without them, the user does not have access to data.

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ROLE_PB_INVARIANTS

Not used anymore

ROLE_PB_INVARIANTS_TESTUI

Not used anymore

View CG

(PB_CALCULATIONGRIDS_RO)

Provides read-only access to Calculation Grids.

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View LPG

(PB_PRICEGRIDS_RO)

Provides read-only access to Live Price Grids.

In addition, the user can save Summary definition (applying to the user only) and add formula columns.

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View Price Lists

(PB_PRICELISTS_RO)

Provides read-only access to Price Lists and Manual Price Lists. 

In addition, the user can view Products (in various lists but not in Master Data), Company Parameters, and Customers.

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View Price Records

(PB_PRICERECORDS_RO)

Provides read-only access to Price Records in Quoting. To get read-only access to the same Price Records table but in Agreements & Promotions, you also need to assign one of the Agreements/Promotions roles, e.g., Manage Agreements & Promotions.

(In Unity, this role grants read-only access to Price Records both in Quoting and Agreements & Promotions, without the additional Agreements & Promotions role.)

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Administer Quoting

(PRICESHOP_QUOTEADMIN)

Provides access to Quotes and Quote Mass Update where the user can perform the listed actions.

In addition, the user can also maintain the Quote Overview (folder) structure and can delete attachments to Quotes in states other than Draft. 

The user can see all quotes even if the 'Apply per-user customer filter on quotes list' option in Configuration is enabled for this user. 

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Edit Quoting

(PRICESHOP_EDIT)

Provides access to Quotes where the user can edit the existing Quotes.

The user cannot add (incl. duplicate and new revision) or delete Quotes.

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Manage Quoting

(PRICESHOP)

Provides access to Quotes where the user can perform the listed actions (deleting attachments is only possible if the quote is in the Draft status).

If the user needs to see only quotes belonging to certain customers, you can use the 'Apply per-user customer filter on quotes list' option in Configuration.

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View Quoting

(PRICESHOP_RO)

Provides read-only access to Quotes – the list and detail view. No actions are available. 

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Administer Rebate Agreements

(RM_REBATEAGREEMENTS_ADMIN)

Provides access to Rebate Agreements where the user can perform the listed actions.

In addition, this user can revoke Rebate Agreements and delete attachments to Agreements in states other than Draft or Delete/Modify.

This user can also create/edit/delete folders for Rebate Agreements.

Rebate Agreements

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To have access to Rebate/Payout Records, you also need the role Manage Rebate Records.

Rebates Records

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Payout Records

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Administer Rebate Records

(RM_REBATERECORDS_ADMIN)

Provides access to Rebate Records and Payout Records. Also allows the user to duplicate and revoke Rebate Records. Allows the user to work with Rebate Record attribute extensions.

Rebate Records

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Payout Records

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Administer Rebates

(RM_REBATEMANAGER)

Provides access to Rebate Calculations, Rebate Agreement Types and Rebate Condition Types and other components listed here where the user can perform the listed actions.

This user can also create/edit/delete folders for Rebate Agreements.

Allows the user to work with Rebate Record attribute extensions.

Rebate Agreement Types

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Condition Types

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Rebate Agreements

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Calculations

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Rebate Records

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Payout Records

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Approve Rebate Records

(RM_REBATERECORD_APPROVAL)

Legacy role. It is not used anymore.

Manage Rebate Templates

(RM_RAT)

Allows the user to work with Rebate Templates.

 You also need to assign the Administer Rebate Agreements role. Without it the user does not have access to Rebate Agreements data.

 In addition, you need to assign a role providing access to other entities which are used in the template.

Rebate Templates

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Manage Rebate Agreements

(RM_REBATEAGREEMENTS)

Provides access to Rebate Agreements where the user can perform the listed actions.

Rebate Agreements

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Manage Rebate Calculation Logics

(RM_FORMULAS)

Provides access to Rebate Agreements logics (calculation, header, filter, template) where the user can perform the listed actions.

The user can also access Groovy Library.

Rebate Agreement Logics

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Manage Rebate Records

(RM_REBATERECORDS)

Provides access to Rebate Records and Payout Records where the user can perform the listed actions. Allows the user to work with Rebate Record attribute extensions.

Note: This role cannot duplicate Rebate Records, only the Administer Rebate Records role can.

Rebate Records

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Payout Records

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View Rebate Agreements

(RM_REBATEAGREEMENTS_RO)

Provides read-only access to Rebate Agreements – the list and detail view. No actions are available.

Rebate Agreements

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View Rebate Records

(RM_REBATERECORDS_RO)

Allows the user to see Rebate Records and Payout Records.

Rebate Records / Payout Records

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View Enable Integration

(ROLE_RM_ENABLE)

Allows users to see dynamic list items under the Rebates menu related to the Enable system. (Integration with Enable Rebate Management System)

Rebates

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Administer Sales Compensation Module

(SC_ADMIN)

Provides access to the Sales Compensation module components where the user can perform the listed actions.

Does not provide access to Sales Compensation logics.

Compensation Plans

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Compensation Records

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Condition Types

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Compensation Types

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Calculations

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Accrual Records

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Administer Compensation Records

(SC_COMPENSATIONSRECORDS_ADMIN)

Provides access to Compensation Records and Accrual Records. Also allows the user to copy and revoke Compensation Records.

To have access to Calculations, you need to assign also the Administer Sales Compensation Module role.

Compensation Records

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Administer Compensation Plans

(SC_COMPENSATIONSMANAGER)

Provides access to Compensation Plans where the user can perform the listed actions.

In addition, this user can revoke Compensation Plans and delete attachments to Compensation Plans in states other than Draft or Delete/Modify.

This user can also create/edit/delete folders for Compensation Plans.

Compensation Plans

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To have access to Compensation/Accrual Records, you also need the role Manage Compensation Records.

Compensation Records

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Accrual Records

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Manage Compensation Plans

(SC_COMPENSATIONSAGREEMENTS)

Provides access to Compensation Plans where the user can perform the listed actions.

Compensation Plans

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Manage Sales Compensation Calculation Logics

(SC_FORMULAS)

Provides access to Sales Compensation calculation logics (calculation, header, filter) where the user can perform the listed actions.

Logics

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Manage Compensation Records

(SC_COMPENSATIONSRECORDS)

Provides access to Compensation Records and Accrual Records where the user can perform the listed actions.

Note: This role cannot copy Compensation Records, only the Administer Compensation Records role can.

Compensation Records

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View Compensation Plans

(SC_COMPENSATIONS_RO)

Provides read-only access to Compensation Plans – the list and detail view. No actions are available.

Compensation Plans

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View Compensation Records

(SC_COMPENSATIONSRECORDS_RO)

Allows the user to see Compensation Records and Accrual Records.

Compensation Records

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Manage Workflow Logics

(WF_BUILDER)

Allows the user to work with Workflow Logics.

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Manage Workflows

(WF_ADMIN)

Allows the user to work with workflows assigned to users and Workflow Delegation. 

 You also need to assign a role providing access to the approvable entities.

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View Strategy Designer

(PB_STRATEGY_DESIGNER_RO)

Allows the user to view pricing strategies in Strategy Designer.

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Edit Strategy Designer

(PB_STRATEGY_DESIGNER_EDITOR)

Allows the user to view and edit pricing strategies in Strategy Designer.

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Manage Strategy Designer

(PB_STRATEGY_DESIGNER_MANAGER)

Allows the user to view, edit, add, delete and deploy pricing strategies in Strategy Designer.

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Administer Strategy Designer

(PB_STRATEGY_DESIGNER_ADMIN)

Allows the user to view, edit, add, delete and deploy pricing strategies in Strategy Designer. In addition, allows the user to delete active and superseded strategies.

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View Formula Designer

(PM_FORMULA_DESIGNER_RO)

Allows the user to view formula types in Formula Designer.

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Edit Formula Designer

(PM_FORMULA_DESIGNER_EDITOR)

Allows the user to view and edit formula types in Formula Designer.

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Manage Formula Designer

(PM_FORMULA_DESIGNER_MANAGER)

Allows the user to view, edit, add, delete and deploy formula types in Formula Designer.

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Administer Formula Designer

(PM_FORMULA_DESIGNER_ADMIN)

Allows the user to view, edit, add, delete and deploy formula types in Formula Designer. In addition, allows the user to delete active formulas.

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