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            Configure Permissions for Customer Acquisition Management Users

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            Configure Permissions for Customer Acquisition Management Users

            Common personas in Customer Acquisition Management include sales agents, sales administrators, prospective, and existing customers. Learn more about the recommended permissions for these users.

            Recommended Permissions

            This table provides a detailed mapping of common personas in Customer Acquisition Management along with their recommended permissions. The table lists energy-specific permission sets along with the common permission sets, such as CPQ, EPC, DC, and OM Permission Set Licenses and Permission Sets and CLM and DocGen Permission Set Licenses and Permission Sets for CME.

            Persona

            Managed Permission Sets

            Permission Set Group

            Additional Permission Sets

            		 Additional Permissions

            Sales Agent

            • EAndUCloudSalesRuntime

            • DocGenIndCmeRuntimeUser

            • OmniStudio_User_Read

            E&U Sales Agent User

            • Base:Runtime:ReadOnly

            • Base:Runtime:ViewAndManageBillPayment

            • EPC:ReadOnly:All

            • CPQ:Runtime:CartOperations

            • CPQ:Runtime:ViewAndApplyDiscounts

            • CPQ:Runtime:CPQCartUI

            • DC:Runtime:Shopping

            • EnergyRuntimeB2CSalesAgent

            • SFI OmniObjects Permissions

            • DocGen:Runtime:All

            Sales Administrator

            • EAndUCloudSalesRuntime

            • OmniStudioAdmin

            • DocGenIndCmeRuntimeUser

            • DocGenIndCmeDesignerUser

            • OmniStudio_User_Read

            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

            Digital Experience Customer (existing customer)

            • EAndUCloudCCRuntime

            • OmniStudio Runtime for Communities

            • DocGenIndCmeRuntimeCCUser

            E&U Sales CC User

            • Base:Runtime:ReadOnly

            • Base:Runtime:ViewAndManageBillPayment

            • EnergyRuntimeB2CSalesCustomerCommunityUser

            • CPQ:Runtime:CartOperations

            • DC:Runtime:Shopping

            • SFI OmniObjects Permissions

            • DocGen:Runtime:All

            Guest User (prospective customer)

            • EAndUCloudSalesRuntime

            • DocGenIndCmeRuntimeUser

            • OmniStudio_User_Read

            E&USales Guest User

            • EnergyRuntimeB2CSales

            • SFI OmniObjects Permissions - Guest User
             
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