Roles


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:


Company Administrator

The Company Administrator role grants full access to Epicor CPQ.

Self-Registered

The Self-Registered role is automatically assigned to users who have registered themselves with the site.

[Channel] User Role

The [Channel] User Role grants users access that channel.

Channel Administrator

The Channel Administrator role grants the ability to manage users within one or more channels.


See Also: Anonymous User

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