Included in base build package
Governance/Admin
Administration
Roles and permissions; integrations, abas sync and notification banners for the Managing Director.
Roles & permissions
Granular access by region and module.
| Role | Scope | CRM | CPQ | Quotes | Service | DAM | Admin |
|---|---|---|---|---|---|---|---|
| Sales — Germany | Region: DE | Write | Write | Write | Read | Read | None |
| Sales — US | Region: US (incl. export-controlled) | Write | Write | Write | Read | Read | None |
| Service Technician | Assigned region | Read | None | None | Write | Read | None |
| Global Administrator | Worldwide | Admin | Admin | Admin | Admin | Admin | Admin |