Manage the Rate Management functionality easily and securely by using permission set
licenses. Add permissions so that specific user personas can complete the work that's assigned to
their role.
To begin, create users for Rate Management. Then assign users the appropriate permission
sets. To help you plan, refer to the permission set table for Rate Management.
When you create a user, you must also assign a profile. Profiles define default settings for users. Some organizations create their own profiles, while others choose to use profiles included with Salesforce.
Remember, users can have only one profile, but can have many permission sets assigned to them.
Assign Permissions
PERMISSION SET LICENSE NAME
DESCRIPTION
PERSONAS
Rate Management Design Time
Provide create, read, update, and delete access for all design time rate management
objects.
Rate Management Admin
Rate Management Design Time User
Rate Management Run Time
Provide read access for all run time rate management features.
Rate Management Manager
Rate Management Run Time User
To view the count of the Rate Management permission set licenses that are available in your
org, go to Company Information in Setup.
If you need permission set licenses in addition to the ones provided by the Rate Management
license enabled in your org, contact your Salesforce account executive.
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