Roles are used in permissions and Snap rules to grant access to specific features of Epicor CPQ.
Creating and Setting up Roles
On the Users and Roles > Roles page, you can create, clone, and delete your own custom roles.
Click on a role name to access the role details, where you can change the name and description of a role. Only the name is required.
In addition to any custom roles you define, there are system roles which cannot be modified:
The Company Administrator role grants full access to Epicor CPQ. The Self-Registered role is automatically assigned to users who have registered themselves with the site. The [Channel] User Role grants users access that channel. The Channel Administrator role grants the ability to manage users within one or more channels.Company Administrator
Self-Registered
[Channel] User Role
Channel Administrator
See Also: Anonymous User