Business Roles (Agreements)

Owned by Ondřej Tesař
Nov 01, 2024
1 min read

The Agreements Accelerator is delivered together with the following business roles:

Business Role

Included Permissions

Business Role

Included Permissions

[AGR] Sales Agent

  • Manage Agreements & Promotions

  • View Agreements & Promotions

  • View Formula Designer

  • View Custom Form

  • View Dashboards

[AGR] Formula Manager

  • Edit Formula Designer

  • Manage Agreements & Promotions

  • Manage Formula Designer

  • View Agreements & Promotions

  • View Formula Designer

  • Edit Custom Form

  • Manage Custom Form

  • View Custom Form

  • View Dashboards

Since these business roles are hierarchical, they should not be assigned to the same user.