Assign Users to Permission Sets
You can assign users to specific permission sets in Salesforce to grant necessary permissions for managing products, quotes, and rules.
Assign the following permission sets to appropriate users to automatically grant the required permissions at the object, field, and Apex class levels:
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Zuora Quotes Product Admin: The product admin users create and manage the product catalog in Salesforce. The users in this permission set also have to be assigned to the Zuora Quotes End User permission set.
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Zuora Quotes End User: The quote users create, manage, and send quotes to Zuora.
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Zuora Rules End User: The rules users create, update, and execute Zuora Rules Engine.
- Navigate to Setup > Manage Users > Permission Sets.
- Click one of the above permission sets.
- Click Manage Assignments.
- Click Add Assignments.
- Select the users and click Assign.
- Click Done.