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            Configure Feature Permissions in Enterprise Sales Management (Managed Package)

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            Configure Feature Permissions in Enterprise Sales Management (Managed Package)

            You can manually assign specific permissions for each user or profile in the Setup. When you remove or unassign a custom permission set for a user or profile, they can no longer interact with the corresponding UI elements.

            Managed Package Icon This feature is part of the Communications Cloud managed package.

            REQUIRED EDITIONS
            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions

            Standard user permissions that grant the ability to access the Enterprise Sales App and manage quotes are required.

            When you install the Enterprise Sales Management managed package, it includes the custom permissions and assigns them directly to System Administrator and Standard user profiles. For more granular, user-level control, it is recommended to use permission sets.

            Assign Custom Permissions to Users

            Assign custom permissions to users to control their access.

            1. Enable the ESM permission-based feature access setting.
              1. From the App Launcher, find and select Vlocity CMT Administration.
              2. In the Custom Settings section, select CPQ Configuration Setup.
              3. Look for the ESMPermissionBasedFeatureAccess configuration and set its value to true.
              Note
              Note After enabling the ESM permission-based feature access setting, you must assign custom permissions to permission sets for features to become accessible. To modify admin or standard profiles, explicitly revoke their permissions. Remember, profile-level permissions override user-level ones.
            2. Create a custom permission set.
              1. From Setup, look for Permission Sets.
              2. Click Create a new Permission Set.
              3. Add a name for the permission set, for example, DemoESMPerm.
                For more information, see Creating permission set.
            3. Configure the out-of-the-box (OOTB)custom permissions.
              1. Open the newly created permission set.
              2. Enable custom permissions in Permission Sets.
                For a list of OOTB custom permissions in ESM, see Custom Permissions in Enterprise Sales Management.
            4. Assign the custom permission sets to users who you want to control the access for.
              For more information, see Assign permission set to a user.
            5. After you assign or revoke a permission, refresh the ESM app for the changes to take effect.

            Assign Custom Permissions to Profiles

            Assign custom permissions to the user profiles you wish to manage access for.

            1. Enable the ESM permission-based feature access setting.
              1. From the App Launcher, find and select Vlocity CMT Administration.
              2. In the Custom Settings section, select CPQ Configuration Setup.
              3. Look for the ESMPermissionBasedFeatureAccess configuration and set its value to true.
              Note
              Note After enabling the ESM permission-based feature access setting, you must assign custom permissions to permission sets for features to become accessible. To modify admin or standard profiles, explicitly revoke their permissions. Remember, profile-level permissions override user-level ones.
            2. Create a custom permission set.
              1. From Setup, look for Permission Sets.
              2. Click Create a new Permission Set.
              3. Add a name for the permission set, for example, DemoESMPerm.
                For more information, see Creating permission set.
            3. Configure the out-of-the-box (OOTB)custom permissions.
              1. Open the newly created permission set.
              2. Enable custom permissions in Permission Sets.
                For a list of OOTB custom permissions in ESM, see Custom Permissions in Enterprise Sales Management.
            4. Assign the custom permissions to the profiles of the users you want to control access for.
              1. Navigate to the Profile.
              2. Click Enable Custom Permissions.
              3. Click Edit.
              4. From the Available Custom Permissions list, select the permission you want to assign to the user profile.
              5. Click Add to move it to the Enabled Custom Permissions list.
              6. Save your changes.
            5. After you assign or revoke a permission, refresh the ESM app for the changes to take effect.
             
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