Users

The Users administration page enables you to manage the existing users in the system and add new ones.
To view a list of all users in the system and/or add new users, go to Setup > Users > Users. A list of all existing users displays, and their total number is visible in the top right corner of the page.


Users can be filtered by specific and advanced criteria. To quickly filter users, enter one of the following search queries in the search box:

  • username
  • first name
  • last name
  • user type
  • email address

Additionally, when using the Advanced Search, users can be filtered by:

  • username
  • first name
  • last name
  • user type
  • email
  • company
  • address
  • ZIP code
  • managing parent
  • ordering parent
  • approval parent
  • territory
  • active status
  • the name of the administrator who created them
  • created date
  • the name of the administrator who modified them
  • modified date
  • federation ID

Values in all columns can be sorted in ascending/descending order by clicking the column headings.
Clicking opens a pop-up where you can select the columns that will be displayed on the Users page. Alternatively, clicking the check mark in the upper-right corner of the Display Settings pop-up selects all columns.
Note: The additional columns will display in the grid only the first time they are added.


Editing user’s information is done by clicking the Edit button next to the corresponding username. In addition, copying or deleting a user is done by clicking and selecting the appropriate action.

Creating a New User

To create new user, go to Setup > Users > Add New User.
All the information needed to create a user is organized into the following four tabs: General, Address, Date and Number Settings, Additional Settings and Custom Fields.
The Custom Fields tab contains all user custom fields.

General Tab

On the General tab, you define general information for the new user.

Note: All fields must be filled out.

  1. Enter user’s personal information.
  2. Enable/disable the Active toggle switch to indicate whether the user is active.
    The toggle switch is enabled by default. When the toggle switch is disabled, the user is not able to log into CPQ and does not receive email notifications.
  3. In Username, define a username for the new user.
  4. Define a password.
    a) Type a password.
    b) Enter the same password in Retype Password.
    c) (Optional) Click Password Settings to access additional settings and password rules.
    - Must Change Password At Next Login: when the toggle switch is enabled, the user is prompted to change the password at next login. When logging into CPQ, the user needs to provide both the current and the new password.
    - Password Locked: when the toggle switch is enabled, the user is locked out of CPQ. In order for the user to log into CPQ again, the user needs to contact the administrator to reset the password and disable the toggle switch.
    - Expiration Date: enables you to set a password to expire. To select the date on which the user’s password expires, click the calendar icon.
  5. In User Type, select a user type the user belongs to.
    The field offers autocomplete suggestions as you start typing a search query. User types matching the input are displayed as suggestions.
    a) (Optional) Click Add New User Type to define a new user type.
    In the pop-up, you can only define basic user type information. For additional settings, go to Setup > Users > User Types.
  6. Enable/disable the Administrator toggle switch to indicate whether the user is the administrator.
    The toggle switch is disabled by default when creating a new user.
  7. Select a company the user belongs to.
    The field offers autocomplete suggestions as you start typing a search query.
    a) (Optional) Click Add New Company to define a new company.
    In the pop-up, you can only define basic company information. For additional settings, go to Setup > Users > Companies.
  8. Select a brand from the Branding drop-down list.
    The selected brand determines the colors, logos and visual styles the user sees in CPQ, as defined in Setup > UI Design > Branding.
  9. Enter a title for the user (e.g. Mr.).
  10. In Federation Id, enter a unique username that is used when federation is set up for the tenant.
  11. Click Save.
    Alternatively, to save your changes and go back to the Users administration page, click Save & Go Back.

Address Tab

On the Address tab, you define the contact information for the new user.

The following table explains each field displayed under the Address tab.

FieldDescription
Address(1)The primary address of the user.
Address(2)The secondary address of the user.
CityThe city where the user resides.
ProvinceThe province where the user resides.
ZIP CodeThe ZIP or postal code of the user’s address.
CountryThe country where the user resides.
StateThe state where the user resides.
PhoneThe user's phone number.
FaxThe user’s fax number.
TerritoryThe territory the user belongs to if a business is organized into different areas (e.g. EMEA), as defined in Setup > General > Territories.
ID CodeA unique identifier of the user’s address.

Tip: Clicking Save & Go Back saves your changes and takes you back to the Users administration page.

Date and Number Settings Tab

On the Date and Number Settings tab, you define how the user views dates and numbers in CPQ.

The following table explains each field displayed under the Date and Number Settings tab.

FieldDescription
Date FormatThe format the user views dates in.
Date SeparatorThe separator used between day/month/year in the date.
Number FormatThe format of numbers in CPQ.
User Time ZoneThe user’s time zone.
Allow User to Change Time ZoneWhen the toggle switch is enabled, the user is allowed to change the time zone.

Tip: Clicking Save & Go Back saves your changes and takes you back to the Users administration page.

Additional Settings Tab

On the Additional Settings tab, you define additional information for the new user. Depending on the type, the settings are grouped into Market and Hierarchy sections.

Note: All fields must be filled out.

The following table explains each field displayed under the Additional Settings tab.

FieldDescription
Show Quotes Within (up to the current date)Specifies which quotes are visible to the user.
Default MarketThe default market retrieved for all new quotes.
Default PricebookThe default pricebook retrieved for all new quotes.
Default DictionaryA dictionary with default CPQ UI text (button labels, tooltips, warning messages, etc.).
Approval ParentReceives quotes submitted for approval. Whether or not the user’s approval parent receives a quote depends on how the rules are set up on the Approval Rules page.
Managing parentCan edit or delete child users. The managing parent can also reassign quotes between child users.
Ordering ParentReceives all orders placed by child users for confirmation.
Federation IdA unique username used when federation is set up for the tenant.

Tip: Clicking Save & Go Back saves your changes and takes you back to the Users administration page.

You are here: CallidusCloud CPQ Online HelpAdmin Page HelpUsers AdministrationUsers