Permissions

Keep your data secure and your teams focused. By assign­ing users spe­cif­ic per­mis­sions to view, cre­ate, or modi­fy data, you ensure that sens­it­ive inform­a­tion — like the abil­ity to adjust prices or offer dis­counts — is restric­ted to the right people. The per­mis­sions sys­tem in Hive CPQ is designed to sup­port com­plex sales organ­iz­a­tions and their dis­trib­ut­or net­work.

To accel­er­ate the setup pro­cess, you can start with some com­mon roles and permissions:

• Man­u­fac­turer role
  For intern­al users (e.g. allowed to bypass cer­tain val­id­a­tions in the configurators).
• Dis­trib­ut­or role
  For extern­al users (e.g. only allowed to see install­a­tion guides and spare parts catalogues).
• Admin role
  For admin­is­trat­ors, have access to nearly everything.
• Sys­tem role
  Default role for quick access. 

In addi­tion to the pre­defined roles and per­mis­sions, Hive CPQ allows you to cre­ate cus­tom secur­ity author­iz­a­tions based on your needs. Say, for instance, that dis­trib­ut­or A is allowed to make orders them­selves, but dis­trib­ut­or B isn’t. In that case, you can simply make two sep­ar­ate roles, one for each dis­trib­ut­or com­pany. The power is in your hands and your hands only.