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Restrict access to features in Quote Studio

Zuora

Restrict access to features in Quote Studio

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In Quotes version 10.8.1 or later, you can restrict access to certain features for user profiles. Using this feature, you will be able to add a record with a profile and feature name, and that profile will not be able to see the selected feature on the Quote Studio page.

Currently, user profiles can be restricted to the following features:

Feature Name Description
Mid-Interval Update Button Non-Ramp This dynamically controls access to the Future-Dated Update button based on whether the Ramp toggle is enabled on your quote.
Mid Interval Update Button Ramp
Future-Dated Remove Product Restrict the access to create the Future-Dated Remove Product Action. It was introduced in version 10.8.1
Create Backdated Actions

Restrict access to create backdated actions. It was introduced in version 10.14.

If the Create Backdated Actions setting under Admin Config is enabled, it will prevent all profiles from creating update product actions. To exclude profiles, you need to define those profiles in the Restricted Access Config setting.

In Quotes version 10.45, the Prohibit Backdated Setting has been renamed to Create Backdated Actions.
Ramp Quote Creation Restrict the access to create the Ramp Quote. It was introduced in version 10.15.3.
Flexible Billing Restrict the access to Flexible Billing.  It was introduced in version 10.16.
Changing date in Remove Product Action Modal Restrict access to specific profiles from changing the Effective Date in the Remove Product Action Modal. It was introduced in version 10.20.

Note that currently, this feature is only configured for the System Administrator profile.

Procedure

To restrict access to features for user profiles in Quote Studio, take the following steps:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings > Restricted Access Config.

  2. Select a feature name from the Feature Name dropdown field.

  3. Select the profiles using the multi-select picklist under the Profiles dropdown.

  4. Tick in the required quote flow type (New, Amend, Renew, and cancel).

  5. Click Save. Quote studio will not display the selected feature for the selected profile.