Using Permission Groups to Manage User Permissions

Permission Groups define visibility permissions and sharing rules over various SAP CPQ objects. By default, CPQ creates a permission group for each User Group, Company, and Market. Administrators can create additional Permission Groups or modify existing ones under Setup → Users → Permission Groups.

Administrators use Permission Groups to assign access rights to multiple users with a single select. Users included in the same permission group share access rights to SAP CPQ objects, such as Pricebooks, Quote Tables, and more.

You can search and filter Permission Groups by using one of the following search queries:

• Permission Group Name
• Description
• Members

You can filter group members by their username.

When creating a new Permission Group, administrators can add users by performing a simple search, an advanced search, or by browsing for specific users.

To do a simple search, select:

• User Types
• Companies
• Markets
• Brands
• Users

An additional permission group can be defined with simple criteria: as a combination of values from types, companies, markets, brands, and specific users. Multiple values of the same kind, such as multiple user types, are evaluated with OR logic; however, values of different kinds are evaluated with AND logic.

For example, if you define an additional permission group X as user types Sales and Sales Management and the company SAP Sales Cloud, then users will belong to permission group X, but only if both of the following criteria are true:

• Their user type is either Sales or Sales Management.
• Their company is SAP Sales Cloud.