Administer LPG

(PB_PRICEGRIDS)

Provides access to Live Price Grids where the user can perform the listed 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 /wiki/spaces/UDEV/pages/4121724604. 

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 LPG

(PB_PRICEGRIDEDITOR)

Provides access to Live Price Grids where the user can perform the listed 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 /wiki/spaces/UDEV/pages/4121724604.

 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. The user can also edit/set the LPG configuration (only formula generated inputs).

In addition, the user can view Products, Customers, Company Parameters and /wiki/spaces/UDEV/pages/4121724604.

Manage Calculation Logics

(PB_FORMULAS)

Provides access to Calculation Logic in Price Setting 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 PL and LPG Types

(PB_PRICELISTPRICEGRID_TYPE)

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.

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.)

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.

Administer Rebate Records

(RM_REBATERECORDS_ADMIN)

Provides access to Rebate Records and Payout Records. Also allows the user to copy and revoke rebate records. 

Administer Rebates

(RM_REBATEMANAGER)

Provides access to Rebate Calculations and Rebate Types where the user can perform the listed actions. 

 You also need to assign the Manage Rebate Calculation Logics role. Without it the user does not have access to rebate records types.

Approve Rebate Records

(RM_REBATERECORD_APPROVAL)

Manage Rebate Agreement Templates

(RM_RAT)

Allows the user to work with Rebate Agreement 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. 

Manage Rebate Agreements

(RM_REBATEAGREEMENTS)

Manage Rebate Calculation Logics

(RM_FORMULAS)

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

The user can also access Groovy Library.

Manage Rebate Records

(RM_REBATERECORDS)

Provides access to Rebate Records and Payout Records where the user can perform the listed actions.

Note: This role cannot copy rebate records, only the Administer Rebate Records role can.

View Rebate Agreements

(RM_REBATEAGREEMENTS_RO)

View Rebate Records

(RM_REBATERECORDS_RO)

Allows the user to see Rebate Records and Payout Records. 

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.

Administer Users

(USERADMIN)

Provides access to User Admin, User Group and Business Roles where the user can perform the listed actions. Provides also access to Audit Logs.

Data Integration

(DATAINTEGRATION)

Provides access to Import / Export / Archiving and Event Admin where the user can perform the listed actions. Allows the user to import Product and Customer Extensions.

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

Develop Interceptors

(DEVELOP_INTERCEPTORS)

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 1242072266 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 section, except for: 

• create and edit users;
• delete events in Administration > Logs.

Manage Custom Help

(HELPEDITOR)

Manage Customer Master

(PB_CUSTOMERS_ONLY)

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.

Administer Plasma

(PLASMA)

View Audits and Users

(USERAUDIT)

Allows the user to see Audit Logs and User Admin. 

In addition, the user can be download the logs into Excel.