Content Comparison

Role Name
(Its Code Name)

Description

Actions

Add

Edit

Delete

User group override

(see explanation below)

Administer Actions

(ADMINISTER_ACTIONS)

Provides full access to Actions and Action Types.

+

+

+

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).

+

+

+

+

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.

+

+

+

+

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.

+

+

+

Edit Localization

(I18NADMIN)

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

-

+

-

-

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. 

+

+

+

+

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.

+

+

+

-

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.

-

-

-

-

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.

+

+

+

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.

+

+

+

Manage Custom Help

(HELPEDITOR)

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

+

+

+

-

Manage Customer Master

(PB_CUSTOMERS_ONLY)

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

+

+

+

-

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.

+

+

+

-

Manage Product Master

(PB_PRODUCTS_ONLY)

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

+

+

+

-

Manage ToDo Admin

(TODOADMIN)

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

+

+

+

-

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. 

-

-

-

+

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.

+

+

+

View Audits and Users

(USERAUDIT)

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

-

-

-

-

Administer Custom Form

(CUSTOM_FORM_ADMIN)

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

+

+

+

+

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.

+

+

+

+

Administer Company Parameters

(PB_PARAMETERS)

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

+

+

+

+

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.

+

+

+

+

Administer Sellers

(RM_SELLERSMANAGER)

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

+

+

+

+

Edit Custom Form

(CUSTOM_FORM_EDITOR)

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

-

+

-

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.

+

+

-

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.

+

+

-

Manage BoM Data

(PB_BOM)

Provides access to /wiki/spaces/KB/pages/99572392 and Excel Client where the user can perform the listed actions.

+

+

+

-

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).

+

+

+

-

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).

+

+

+

-

Manage Custom Form

(CUSTOM_FORM_MANAGER)

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

+

+

+

Manage Custom Form Calculation Logics

(CUSTOM_FORM_FORMULAS)

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

+

+

+

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.

+

+

+

-

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.

+

+

+

-

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.

+

+

+

-

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.

+

+

+

-

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.

+

+

+

-

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.

+

+

+

-

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.

+

+

+

-

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.

+

+

+

-

Manage Product References

(PB_PXREF)

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

+

+

+

-

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.

+

+

+

-

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.

+

+

+

-

Manage Seller Extensions

(SC_SELLEREXTENSION)

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

+

+

+

-

Manage Sellers

(SC_SELLERS)

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

+

+

+

-

View BoM Data

(PB_BOM_RO)

Provides read-only access to /wiki/spaces/KB/pages/99572392. Provides access to Excel Client.

-

-

-

-

View Competition Data

(PB_COMPETITION_RO)

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

-

-

-

-

View Custom Form

(CUSTOM_FORM_RO)

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

-

-

-

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.

-

-

-

-

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.

-

-

-

-

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.

-

-

-

-

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).

-

-

-

-

View Product References

(PB_PXREF_RO)

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

-

-

-

-

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.

-

-

-

-

View Sellers

(SC_SELLERS_RO)

Provides read-only access to Sellers and Seller Extensions.

-

-

-

-

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.

+

+

+

+

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. 

+

+

+

+

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.

+

+

+

+

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.)

+

+

+

+

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.

-

+

-

-

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.

-

-

-

-

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. 

-

+

-

-

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.

+

+

-

-

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.

+

+

+

-

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.

+

+

+

-

Manage LPG Types

(PB_PRICEGRIDTYPE_MANAGER)

Allows the user to create and manage Price Setting Types.

+

+

+

-

Manage PL Types

(PB_PRICELISTTYPE_MANAGER)

Allows the user to create and manage Price Setting Types.

+

+

+

-

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. 

+

+

+

-

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.

+

+

+

-

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.

+

+

+

-

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.

-

-

-

-

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.

-

-

-

-

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.

-

-

-

-

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.)

-

-

-

-