The Zuora Quotes package provides a Salesforce permission set with the minimal set of permissions required for a user to run Zuora Quotes. Assign the Zuora Quotes End User permission set to users who will use Zuora Quotes to manage subscriptions.

1. Assign the Zuora Quotes End User permission set to users as described in Assign Permission Sets to a User.
2. Update the assigned apps in the user's profile as described in Viewing and Editing Assigned Apps in Profiles.

   The Zuora Quotes End User permission set includes the permissions to generate quote files and to edit discount charges.

   You can skip the steps in the articles below if the users are already assigned the Zuora Quotes End User permission set.

   • Set Permissions for Custom Objects in Salesforce

   • Permissions Required to Generate Quote File

   • Permissions Required to View and Edit Discount Charges

   • Set Tier Access Limits on Quote Rate Plan Charge