User Types

User types control how users interact with the system. For example, products, reports and workflow actions can have permissions set according to user types.
To view a list of all user types in the system and/or add new user types, go to Setup > Users > User Types. A list of all existing user types displays, and their total number is visible in the top right corner of the page.
User types can be filtered by specific and advanced criteria. User types can be quickly filtered by group name.
Additionally, when using the Advanced Search, user types can be filtered by:

  • group name
  • group description
  • XSLT file
  • start category
  • whether or not a user is able to create a quote from an incomplete configuration

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 User Types 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 a user type is done by clicking the Edit button next to the corresponding group name. In addition, copying or deleting a user type is done by clicking and selecting the appropriate action.


Adding a New User Type

To add a new user type, click Add New User Type. A new page displays.

Note: Group name is the only required field. However, we recommend filling out other fields too.

  1. In Group name, enter a name for the new user type.
    System ID is automatically created based on the name entered in Group name.
  2. In Description, enter a more detailed description of the group.
  3. Define the start page by clicking one of the following:
    Select Product: a list of configurable and parent/child product items. Please note that the system saves the system ID of the selected product so it can be used in scripting (User.UserType.LandingProductSystemId).
    Select Page: a predefined list of pages:
    - Home Page (default): default page on which users land, i.e. Catalog.
    - Quote List: a list of existing quotes.
    - New Quote: an empty quote.
    - New QuoteCustomer Tab – the Customer Info tab of an empty quote.
    - CatalogWith empty quote – the Catalog page (the system creates an empty quote in the background).
    - Catalog: catalog with product items.
    - Approvals: list of quotes in the Waiting for Approval tab.
  4. Click Start category to define the category users belonging to the user type land to in SAP CPQ.
  5. In the Categories pop-up, select a product category on which users will land.
    Categories with a downward-facing arrow next to it contain subcategories. Clicking the arrow expands the category.
    Note: For more details on setting up landing page for a user type, please refer to the Setting up a Landing Page section.
  6. Enable or disable the displayed toggle switches:
    - Display tree navigation: determines whether category tree is displayed in the catalog in classic design.
    - Show Fields in a Quote Search/Filter: determines whether the advanced search is available on the Existing Quotes page. For more information on how to define search fields that will be available to users, please refer to the Search Fields Help page.
    - When creating a new quote, require customer to be selected first: determines whether users will be redirected to fill out customer information first when creating a new quote.
    - Show prices: determines whether users belonging to the user group are able to see prices in the catalog (all available views), detailed view, configurator and shopping cart. Please note that the visibility of prices in the shopping cart can be controlled through XSL transformation.
    - Allow Storing Of Incomplete Configurations: determines whether users belonging to the user group are able to create a quote from an incomplete configuration. When the toggle switch is disabled, a message displays, notifying users from the group that the configuration is incomplete and needs to be complete before a quote can be created.
  7. From the Default category view drop-down list, select the view that will be used as the default view for categories in the Catalog.
    The options are as follows: Tabular, List and Custom.
  8. In Not visible views, select the views that will not be available to users in the Catalog when they use SAP CPQ's classic design.
  9. In Legacy UI Design, select an existing XSLT file or upload a new one for each visual style displayed.
    More information is available in the Legacy UI Design section.
  10. In UI Design, add a custom template.
  11. Click Save.
    Alternatively, to save your changes and go back to the User Types page, click Save & Go Back.

Selections made in Start page and Start category apply to users logging directly into SAP CPQ and users landing from external CRM systems (Salesforce, MS Dynamics and NetSuite CRM systems).

Legacy UI Design

XSL and XSLT files, which are also referred to as transformations, are used to customize the layout and the information displayed on the following pages: Shopping cart / Quotes, My Quotes, Checkout, Waiting for Approval, Place Order, Other Quotes and Preview.
A different XSL/XSLT file can be assigned to each visual style available in the Legacy UI Design section by selecting a file from the drop-down list. Alternatively, files specially tailored for company’s needs can be uploaded by clicking Upload new file.


You can download, remove or delete the XSL/XSLT files you selected/uploaded.


If no files are selected for the above-mentioned pages, the system uses the default transformations defined in Setup > General > Application Parameters.
The following table explains Visual Style application parameters.

NameDescription
Visual styles (Shopping cart / Quotes)Defines the XSL file that will be used to render a quote page.
Visual Style (My Quotes)Refers to the tab displayed on the Existing Quotes page.
Visual Style (Checkout)Defines the XSL file for the screen that displays when a user is going through the final checkout procedures.
Visual Style (Waiting For Approval)Refers to the tab displayed on the Existing Quotes page.
Visual Style (Place Order)Defines the XSL file for the screen that displays just before checkout and shows a summary of the order.
Visual Style (Other Quotes)Refers to the tab displayed on the Existing Quotes page.
Visual Style (Preview)Defines the XSL file for the page used to display a quote preview (Preview action).

Setting up a Landing Page

To define where users land after they exit Setup, log into SAP CPQ and land from CRM, these settings need to be managed:

  • Start page and Start category in Users > User Types.
  • When creating a new quote, require customer to be selected first - toggle switch in Users > User Types. In previous versions, this option was named Customer Required and it has keept the same behavior.
  • Default (Pre-populate) with User Info and Default(Pre-populate) with User's Company Info checkboxes in Customers/Customer Roles > Customer Role Defaults for the Bill To customer role. When these options are enabled, the system prepopulates new quotes with the customer bill to information and the company information.

To determine the landing page for a user, the system first evaluates the start page. If the start page is not defined, users land into Catalog, regardless of the value of other parameters. If the start page is Catalog - With empty quote and New Quote, the system also evaluates the value of When creating a new quote, require customer to be selected first, Default (Pre-populate) with User Info and Default(Pre-populate) with User's Company Info. If the selected start page is not in the quote context, the parameters are not treated and users land to the selected start page.

If When creating a new quote, require customer to be selected first is enabled and the parameters for prepopulating user and company info are on, users land into the Catalog and an empty quote is created in the background.

New Project/Quotation Landing Page

After users click New Project/Quotation, the system evaluates three parameters for redirecting users to a specific page:

  • When creating a new quote, require customer to be selected first
  • Create Empty Quote First - application parameter in General > Application Parameters > Shopping Cart and Quotes.
  • Default (Pre-populate) with User Info and Default(Pre-populate) with User's Company Info for the Bill To customer role.

If When creating a new quote, require customer to be selected first is on and the two options for prepopulating data on the Customer Role Defaults page are selected, users will land into Catalog with an empty quote in the background since the Customer Info tab has been prepopulated. If When creating a new quote, require customer to be selected first is disabled and Create Empty Quote First is TRUE, users will land on the Quotation tab of an empty quote.

Whenever When creating a new quote, require customer to be selected first is enabled, regardless of other settings, a new quote is created in the system. The only scenario in which a new quote will not be created is if both When creating a new quote, require customer to be selected first and Create Empty Quote First are disabled.

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