Restrict access to features in Quote Studio - MSQ
Learn how to restrict access to specific features in Quote Studio for MSQ by configuring user profiles.
You can restrict access to certain features for user profiles pertaining to MSQ. 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 |
Restrict access to the Mid-Interval Update Button in Quote Studio. |
|
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. |
- Select the ONLY FOR MSQ checkbox. If this box is left unchecked, the configuration will exclusively apply to the Standard Quoting flow and will not affect MSQ.
