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Energy & Utilities Sample Permission Set Groups

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Energy & Utilities Sample Permission Set Groups

After installing the ​managed package and managed permission sets, assign the sample permission set groups based on the application user types that you want to create.

Here's the list of permission set groups for Energy & Utilities Cloud application personas.

Sample Permission Set Groups

Included Sample Permission Sets

Description

E&U Service Agent User

  • Base:Runtime:ReadOnly

  • Base:Runtime:ViewAndManageBillPayment

  • EPC:ReadOnly:All

  • EnergyRuntimeService

  • SFI OmniObjects Permissions (For Omni objects on Manage Package) OR OmniStudio User (For OS enabled Org)

  • DocGen:Runtime:All

Bundles permission sets based on the service agent user job functions, such as identifying the caller, adding meter readings, and managing user complaints and requests.

E&U Service Admin User

  • Base:Runtime:ReadOnly

  • Base:Runtime:ViewAndManageBillPayment

  • EPC:Design:All

  • EPC:Admin:All

  • EnergyRuntimeServiceAdmin

  • SFI OmniObjects Permissions - Admin (For Omni objects on Manage Package) OR OmniStudio Admin (For OS enabled Org)

  • DocGen:Runtime:All

  • DocGen:Design:All

Bundles permission sets based on the service administrator job functions, such as creating and managing custom components in addition to agent job functions.

E&U SFS Contractor User

  • Base:Runtime:ReadOnly

  • EnergyRuntimeServiceSFS

  • Field Service Admin Permissions

Bundles permission sets based on the SFS contractor job functions such as managing field service appointments.

E&U Sales Agent User

  • EnergyRuntimeB2BSalesAgent

  • EnergyRuntimeB2CSalesAgent

  • Base:Runtime:ReadOnly

  • Base:Runtime:ViewAndManageBillPayment

  • EPC:ReadOnly:All

  • CPQ:Runtime:CartOperations

  • CPQ:Runtime:ViewAndApplyDiscounts

  • CPQ:Runtime:CPQCartUI

  • DC:Runtime:Shopping

  • SFI OmniObjects Permissions OR OmniStudio User (For OmniScript enabled Org)

  • DocGen:Runtime:All

  • BRERuntime

Bundles permission sets based on the sales agent user job functions for the Customer Acquisition Management and Large Account Sales Management application.

E&U Sales Admin User

  • Base:Runtime:ReadOnly

  • Base:Runtime:ViewAndManageBillPayment

  • EPC:Design:All

  • EPC:Admin:All

  • CPQ:Runtime:CartOperations

  • DC:Runtime:Shopping

  • CPQ:Admin:All

  • CPQ:Runtime:CPQCartUI

  • CPQ:Runtime:ViewAndApplyDiscounts

  • EnergyRuntimeB2CSalesAdmin

  • SFI OmniObjects Permissions - Admin

  • DocGen:Design:All

  • DocGen:Runtime:All

Bundles permission sets based on the sales admin user job functions for Customer Acquisition Management application.

E&U Sales CC User

  • Base:Runtime:ReadOnly

  • Base:Runtime:ViewAndManageBillPayment

  • EnergyRuntimeB2CSalesCustomerCommunityUser

  • CPQ:Runtime:CartOperations

  • DC:Runtime:Shopping

  • SFI OmniObjects Permissions

  • DocGen:Runtime:All

Bundles permission sets based on the sales customer community user job functions for the Customer Acquisition Management application.

E&U Sales Guest User

  • EnergyRuntimeB2CSales

  • SFI OmniObjects Permissions - Guest User

Bundles permission sets based on the customer guest user job functions for the Customer Acquisition Management application.

E&U Sales Team Lead

  • EnergyRuntimeB2BSalesTeamLead

  • EnergyRuntimeB2CSalesAgent

  • Base:Runtime:ReadOnly

  • Base:Runtime:ViewAndManageBillPayment

  • EPC:ReadOnly:All

  • CPQ:Runtime:CartOperations

  • CPQ:Runtime:ViewAndApplyDiscounts

  • CPQ:Runtime:CPQCartUI

  • DC:Runtime:Shopping

  • SFI OmniObjects Permissions OR OmniStudio User (For OmniScript enabled Org)

  • DocGen:Runtime:All

  • BREDesigner

Bundles permission sets based on the sales team lead job functions for the Large Account Sales Management application.
Energy Self Service Portal PSG

  • EnergySelfServiceCCUser

  • SFI OmniObjects Permissions (for orgs using OmniStudio for Vlocity)

  • OmniStudio User (for orgs using OmniStudio Standard)

 Bundles permission sets required to access the Self Service Portal app.
 
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