User Roles for the Quotes Integration

Several of the supplied user roles automatically have access to the quotes functionality. In addition, you can add privileges for partner and custom roles.

User Roles That Automatically Have Access to Quotes

The user roles that automatically have access to quotes functionality are:

• Sales Representative

• Sales Manager

• Sales VP

• Sales Administrator

• Channel Operations Manager

• Channel Account Manager

• Channel Sales Manager

• Partner Administrator

• Partner Sales Representative

• Partner Sales Manager

Give Access to Quotes to Company-Defined User Roles

To give quotes access to users who have company-defined roles, add the applicable function privileges and data security policies. See the Securing CX Sales and Fusion Service guide for more information.