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User administration API XML Details: 108 Hits
====== User administration API XML Details ====== <USERNAME> * This node is required. * This node ... this node is missing and the API is adding a new user, the API call will fail and the XML with error wi... de is missing and the API is updating an existing user, the existing user's username will remain as it w... be sent to the API caller. \\ <PASSWORD> * The user's password will be set to the text value of this
Users: 56 Hits
structure displays.\\ To copy, delete or edit a user, click on the respective icon next to the corresp... stration:users_edit.png?500}}\\ ====== Add a New User ====== To add a new user, click **Add New**.\\ In the **User Name & Password** section, the following fields must be filled in order to create a new user: * **First name** * **Last name** * **Email** * **Username** * **Password** * **Re
Approval Rules: 48 Hits
l users' Managing/ Ordering/ Approving parents on user administration page (//not required//) - Set u... approval process terms: **Approver **|is a CPQ user that is selected to be responsible for managing t... ct only active users as approvers. If an inactive user is set to be an approver to someone, quotes submi... is possible to have an approval rule that defines user (I.e. 'John Smith') to be the approver. Now, when
Managing Quote Templates: 43 Hits
to set the order in which they will appear on the user side when presented to the user. As you can see ... s will be offered in the list of templates to the user’s side. Here, user has two sub-options: * **Simple template** (no sections); If user has defined sections for this template and then marked it as ‘... However, file revisions will not be deleted when user clicks on ‘Save’.\\ {{ adminhelp:quotesadministr
Custom Fields: 43 Hits
to define how the field will be used based on the user and the status of the quote. \\ {{ Wiki::custom... n be found under the **Quotes** admin menu. Here user can copy, delete, and edit existing custom fields... d in and the order, and the label. Once defined, user can then assign permission to the field. The per... determine how the field will be displayed to the user, such as hidden, required, editable, and read- on
Reassign Rights: 42 Hits
the quote that belongs to the currently logged in user (My Quotes tab) or someone else (Other Quotes tab). The user who executes 'Reassign' action selects the user who will take the ownership over the sel... the newly created quote would become the selected user and then this action will delete the original quo... name states, allows administrator to enter which user group (i.e. users that belongs to that user group
Attribute Container: 41 Hits
ust a collection of cell values. \\ For example: User defines a container with two columns "//Name//" a... of such container each row will be a product, and user will be able to edit that product attribute in li... w is added. Take a look at the following case: a user defines text box columns First Name, Last Name an... ttribute name)*>) where in case of attribute type User Input or Computed - Date attribute display value
Quote Visibility: 39 Hits
tab on the load quote page. In order to allow a user to see any other quotes, a quote visibility rule must be created. Quotes a user has been given permission to will be displayed under the Other Quotes... rameters from which a rule can be built: **Group, User, and Company**. The order in which each is displ... Users, and Users having priority over Companies. User can join parameters to filter permissions even mo
User Types: 35 Hits
====== User Types====== \\ User Types is a powerful feature that controls how a user interacts with the... s, and more can have permissions set according to user types. This allows users to be easily divided so... ivileges can be provided or denied. \\ Managing user types in CPQ is easy. To add new user type, or ed... the existing one go to **Setup** > //Users// > **User Types**. A list of existing user types is displa
Application Parameters: 35 Hits
o download offline. * **Email login details to user when he downloads offline**: defines whether an e... o users created by admin**: defines whether a new User created by the CPQ admin receives an email notifi... efault login remember preference**: defines which User login details are remembered. * **In Reverse ... ct administration, notify the CPQ admin about new user registration and email order confirmation. * *
User Administration - Input Parameters: 33 Hits
{{indexmenu_n>1}} ====== User Administration - Input Parameters ====== ^**Tag**^**Data Type**^**Descript... ly CPQ admin users can execute this function. CPQ user is defined in CPQ admin.|Yes|CPQ admin user name|... n CPQ admin.|Yes|CPQ admin password for the admin user name provided in the username element| |Action|String (50)|Action that will be executed for the user|Yes|Examples: - ADDORUPDATE - DELETE| |Us
What to delete vs. not delete: 33 Hits
on allows users to safely and easily delete other user’s, their quotes, or their customers. This is a go... **Delete customer(s)** section allows deleting a user’s customers or global customers. To delete a user’s local customers, select their name from the drop down list. To delete global customers, choose **... lick the **Delete** button. Before deleting other user’s account, it is important that to delete that us
Customer Field Permissions: 31 Hits
fields in customer roles will be displayed to the user. Permissions can be defined based on an order’s status and the user group the current user is in. The following permissions can be defined for each ... * **Hidden** - This is used for the statuses or user groups that you would not like the field displaye... r. The field will not be displayed at all to the user. * **Read-Only** - This is generally used for
Deploy / Send Changes: 31 Hits
uct is selected by default. In dropdown selection user can also choose:Permissions,Cart level Agregates,... ange When admin clicks on ‘Deploy’ change button, user will be redirected to Change Received page where ... **Permission Groups**(or any other criteria that user selected;Cart Level Agregates, Workflow, Item Act... ects – manually created permission group, brands, user types, markets and companies will be copied from
User Mappings: 27 Hits
Search Fields: 27 Hits
User Import: 26 Hits
Rules Admin: 25 Hits
Time Zones: 25 Hits
Reports: 23 Hits
User Page: 23 Hits
Bulk Deletion: 23 Hits
Email Lists: 20 Hits
Attributes: 17 Hits
User Classes: 17 Hits
Favorites: 13 Hits
Scripting: 12 Hits
Categories: 9 Hits
General: 9 Hits
Pricebooks: 9 Hits
Enablement: 9 Hits
Top menu: 8 Hits
Dictionaries: 7 Hits
Quote Layout: 6 Hits
Top menu: 6 Hits
Promotions: 6 Hits
Triggers: 5 Hits
Companies: 5 Hits
SFDC Details: 5 Hits
Branding: 4 Hits
SFDC Details: 4 Hits
Products: 4 Hits
Logging In: 4 Hits
Countries: 3 Hits
Navigating: 3 Hits
Markets: 3 Hits
Code Builder: 3 Hits
Shipping: 2 Hits
Setup Home: 2 Hits
Debugger: 2 Hits
Rules Tab: 2 Hits
Statuses: 2 Hits
sidebar: 2 Hits
States: 2 Hits
Quote Tabs: 1 Hits
GI Tags: 1 Hits
Currencies: 1 Hits
menu: 1 Hits
CRM Objects: 1 Hits
Cart Markets: 1 Hits
DokuWiki: 1 Hits
GI Tags: 1 Hits
Define Table: 1 Hits
Sequences: 1 Hits
Tutorials: 1 Hits
sidebar: 1 Hits
sidebar: 1 Hits
Scripts: 1 Hits
Territories: 1 Hits
Event Log: 1 Hits
All Pages: 1 Hits
sidebar: 1 Hits
sidebar: 1 Hits
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