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.

Info

The Manage Analytics Simulations role within the application is marked as deprecated. While you can still assign this role, note that it no longer provides any permissions. Below is a list of the permissions that were previously associated with the Manage Analytics Simulations role. You can use this list to grant these permissions to any users who were previously assigned to this role. Image Added

 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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Administer Custom Form

(CUSTOM_OBJECTFORM_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, /wiki/spaces/KB/pages/99572392 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_OBJECTFORM_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 /wiki/spaces/KB/pages/99572392 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_OBJECTFORM_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_OBJECTFORM_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 /wiki/spaces/KB/pages/99572392 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 /wiki/spaces/KB/pages/99572392 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, /wiki/spaces/KB/pages/99572392 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 /wiki/spaces/KB/pages/99572392. 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_OBJECTFORM_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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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 LPG Types

(PB_PRICEGRIDTYPE_MANAGER)

Allows the user to create and manage Price Setting Types.

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Manage PL and LPG Types

(PB_PRICELISTPRICEGRIDPRICELISTTYPE_TYPEMANAGER)

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 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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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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