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Quotes — Permissions

Overview

This page documents the permissions used in Sales-related transactions. Permissions determine which actions a user can perform (view, edit, approve, send, manage quote engine roles, etc.).

Note

Permission names are shown in SARA as labels (not necessarily technical codes).
If your screen is missing a tab/button, it is typically a permissions issue.

For general access concepts, see: Permissions & Access

Permissions by transaction

In Sales, Quotes and Quote Engine share a consolidated permission set. These permissions control access across both screens.

Permission Grants access to
view View quotes list and quote details.
edit Edit quote information and configuration while the quote is editable.
approve Approve a quote when the customer PO (CPO) is received, triggering project creation (or budget increase for complementary quotes).
send mail Send quotes to customers by email from SARA, generating versioned PDFs and updating the “Sent” information.
quotation engine responsible Enter and maintain costs in Quote Engine for assigned nodes/budgets (technical owner role).
quotation engine administration Administrative access to Quote Engine nodes/budgets and overall management functions.
quotation engine profit manager Define and manage profit percentages applied to cost buckets.
email project creation Receive email notifications when a quote is approved and a project is created (or updated for complementary quotes).
quote metrics Access quote metrics/analytics views related to quoting metrics and performance.

Examples

The exact mapping depends on your organization. These are typical patterns:

  • Sales (Seller)

    • view
    • edit
    • send mail
    • approve
    • quote metrics (optional)

  • Technical owner / Node owner

    • view
    • quotation engine responsible

  • Sales manager / Admin

    • view
    • edit
    • approve (optional)
    • quotation engine profit manager
    • quotation engine administration
    • quote metrics

  • Stakeholders who only need notifications

    • email project creation

Troubleshooting access

  • If you can open Quotes but cannot edit/send/approve, you likely have view only.
  • If you cannot access Quote Engine cost entry, you likely need quotation engine responsible.
  • If profit fields are missing, you likely need quotation engine profit manager.
  • If you are not receiving approval/project emails, confirm email project creation is assigned.

For system-wide troubleshooting, see: Permissions & Access