Required Permissions for a Specific Role

Four permission set groups must be assigned to the users based on their role. Have a look at accesses and permissions included in the permission set groups.

To work with Web Service, the integration user must have permission to carry out discount calculations using the Web Service. For more information, refer to Integration User Permissions.

Permission Set Groups

Permission Sets

Permission Set Groups

CT Orders Read-Only

CT Orders Sales Rep

CT Order Sales Admin

CT Order System Admin

OM Manage Catalogs

No

Yes

OM Manage Commercial Conditions

OM Manage Limit Rules

OM Manage Orders

No

Yes

OM Manage Price Books

No

Yes

OM Manage Product Availabilities

OM Manage Promotions

OM Manage Quotas

OM Manage Sales Organizations

No

Yes

OM Manage Settings

No

Yes

OM Read Catalogs

Yes

No

OM Read Commercial Conditions

OM Read Limit Rules

OM Read Orders

Yes

No

OM Read Price Books

Yes

No

OM Read Product Availabilities

OM Read Promotions

OM Read Quotas

OM Read Sales Organizations

Yes

No

OM Read Settings

Yes

No

For CT Product or Pharma Product, make sure that your users have access to lookup fields on the following objects:

  • CatalogLineItem

  • PromotionLineItem

  • OrderLineItem

  • DeliveryLineItem

  • FreebieLineItem

If necessary, manually add permissions to access lookup fields on those objects.

Permissions Sets: Manage

  • OM Manage Catalogs

  • OM Manage Commercial Conditions

  • OM Manage Limit Rules

  • OM Manage Orders

  • OM Manage Price Books

  • OM Manage Product Availabilities

  • OM Manage Promotions

  • OM Manage Quotas

  • OM Manage Sales Organizations

  • OM Manage Settings

CT Orders Objects

Apex Classes

Visualforce Page

Create, Read, Edit, Delete

  • Catalog

  • Catalog Assignment

  • Catalog Line Item

  • CatalogHierarchyGetData

  • CatalogHierarchySaveData

  • ItemsTableDataGetter

  • ItemsTableDataSaver

  • ProductsViewer

  • GetSessionId

CT Orders Objects

Custom Permission

Apex Classes

Custom Setting

Create, Read, Edit, Delete

  • Condition

  • Condition Group

  • Condition Level

  • Calculation Type

  • Freebie Condition

  • Freebie Level

  • Freebie Level Line Item

  • Freebie Line Item

  • Freebie Type

  • Organization Freebie Type

  • Pricing Procedures

  • Procedure Calculation Type

  • Sales Organization

  • Sync Transaction

  • Commercial Condition Data

  • Batch_CalculatorServiceDeltaReplicator

  • Auth Secret

Create, Read, Edit, Delete, View All

  • Condition Dependency

CT Orders Objects

Create, Read, Edit, Delete

  • Limit Rules

CT Orders Objects

Custom Permission

App

Apex Classes

Custom Setting

Visualforce Page

Create, Read, Edit, Delete

  • Calculated Discount

  • Delivery

  • Delivery Line Item

  • Order

  • Order Change Manager

  • Order Line Item

  • Quota Usage

  • Commercial Condition Calculate

  • Order Module (orders__OrderModule)

  • CalculatorController

  • CalculatorHelper

  • CatalogsData

  • ChangeManager

  • DeliverySummaryController

  • DeliveryTableData

  • EnrichSobjects

  • FreebieCalculatorController

  • LimitRulesController

  • LimitRulesGetter

  • OrderLineItemData

  • OrderProcessor

  • PricingCalculatorController

  • ProductAvailabilityGetter

  • PromotionsData

  • QuotasGetter

  • QuotaUsageController

  • SaveTableData

  • SDKExecutor

  • SettingsPanelController

  • SObjectsMetadata

  • TotalsPanelData

  • CalculatorServiceSender

  • CalculatorServiceValidator

  • Auth Secret

  • GetSessionId

Create, Read, Edit

  • Quota

Read

  • Auth Data

CT Orders Objects

Create, Read, Edit, Delete

  • Price Book

  • Price Book Line Item

Read

  • Sales Organization

CT Orders Objects

Create, Read, Edit, Delete

  • Product Availability

CT Orders Objects

Apex Classes

Visualforce Page

Create, Read, Edit, Delete

  • Promotion

  • Promotion Assignment

  • Promotion Line Item

  • CtTableController

  • ItemsTableDataGetter

  • ItemsTableDataSaver

  • ProductsViewer

  • PromotionController

GetSessionId

CT Orders Objects

Create, Read, Edit, Delete

  • Quota

  • Quota Usage

CT Orders Objects

Custom Permission

Apex Classes

Create, Read, Edit, Delete

  • Sales Organization

  • Sales Organization User

  • Sync Transaction

  • Commercial Condition Data

  • Batch_CalculatorServiceDeltaReplicator

CT Orders Objects

Custom Permission

Apex Classes

Custom Setting

Create, Read, Edit, Delete

  • Settings

  • Sync Transaction

  • Commercial Condition Admin

  • AuthCryptoHelper

  • AuthTokenRest

  • Batch_CalculatorServiceDeltaReplicator

  • Batch_CalculatorServiceReplicator

  • CalculatorServiceRest

  • AuthValidateAccessRest

  • Auth Secret

Modify All

  • Auth Data

Permissions Sets: Read

  • OM Read Catalogs

  • OM Read Commercial Conditions

  • OM Read Limit Rules

  • OM Read Orders

  • OM Read Price Books

  • OM Read Product Availabilities

  • OM Read Promotions

  • OM Read Quotas

  • OM Read Sales Organizations

  • OM Read Settings

CT Orders Objects

Apex Classes

Visualforce Page

Read

  • Catalog

  • Catalog Assignment

  • Catalog Line Item

  • orders.CatalogHierarchyGetData

  • orders.ItemsTableDataGetter

  • orders.ProductsViewer

  • GetSessionId

CT Orders Objects

Read

  • Condition

  • Condition Dependency

  • Condition Group

  • Condition Level

  • Calculation Type

  • Freebie Condition

  • Freebie Level

  • Freebie Level Line Item

  • Freebie Line Item

  • Freebie Type

  • Organization Freebie Type

  • Pricing Procedures

  • Procedure Calculation Type

  • Sales Organisation

  • Sync Transaction

CT Orders Objects

Read

  • Limit Rule

CT Orders Objects

App

Apex Classes

Visualforce Page

Read

  • Calculated Discount

  • Delivery

  • Delivery Line Item

  • Order

  • Order Change Manager

  • Order Line Item

  • Quota Usage

  • orders.Order Module (orders__OrderModule)

  • orders.ChangeManager

  • orders.EnrichSobjects

  • orders.OrderLineItemData

  • orders.OrderProcessor

  • orders.SObjectsMetadata

  • orders.TotalsPanelData

  • orders.SDKExecutor

  • GetSessionId

Create, Read, Edit, Delete

  • Order Change Manager

CT Orders Objects

Read

  • CT Price Book

  • CT Price Book Line Item

CT Orders Objects

Read

  • Product Availability

CT Orders Objects

Apex Classes

Visualforce Page

Read

  • Promotion

  • Promotion Assignment

  • Promotion Line Item

  • orders.CtTableController

  • orders.ItemsTableDataGetter

  • orders.ProductsViewer

  • orders.PromotionController

  • GetSessionId

CT Orders Objects

Read

  • Quota

  • Quota Usage

CT Orders Objects

Read

  • Sales Organization

  • Sales Organization User

CT Orders Objects

View All

  • Settings

Custom Permissions

  • orders.Allow Management of SelfAPI custom permission is required to access the Self API tab of the CT Orders Control Panel.

  • orders.Allow Management of AuthData custom permission is required to access and manually manage Auth Data records.

  • Access Smart Order Assistant custom permission is required to access the CT Agent tab of the CT Orders Control Panel.

  • Manage Smart Order Assistant custom permission is required to add and use Smart Order Assistant on an object’s record.

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