Access restriction to features in Quote Studio
Restrict access to specific features in Quote Studio for different user profiles, starting from version 10.8.1.
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. |
| Browse Product Modal "Selections" button |
Restrict access for specific profiles to hide the Selections option in the Browse All Products and Rate Plans window. It was introduced in version 10.48. Starting with Quotes version 10.49, Administrators can restrict access for specific profiles to make the Selections option read-only while keeping it visible in the Browse All Products and Rate Plans window. |
| Hide Browse Product Modal |
Restrict access for specific profiles to hide the Browse Products option in the Subscription Information section. It was introduced in version 10.50. |
| Hide Quick Add Product Search Bar |
Restrict access for specific profiles to hide the Search Products and Rate Plans search bar option in the Subscription information section. It was introduced in version 10.50. |
| Delete Product Button |
Restrict access for specific profiles to hide the Delete from the rate plan charge table. It was introduced in version 10.50. |