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Set Tier Access Limits on Quote Rate Plan Charge

You can disable a particular group of users from adding, removing, or editing Tiers of a Quote Rate Plan Charge that uses the volume or tiered charge model. At the same time, these users will still be able to edit the other fields of the Quote Rate Plan Charge, such as the Quantity and the Discount fields.

To disable a group of users, you must configure the Quote Charge Tiers object access level in both the Profiles section and the Permission Sets section as the steps below. You need to operate as the administrator of your Salesforce organization.

  1. Log in to your organization as the administrator.
  2. Click the Setup menu at the top right of the page to display the setup tree.
  3. Configure the Quote Charge Tiers object access level in the Profiles section:
    1. Enter Profiles in the Quick Find box at the top of the setup tree, then select Profiles .
    2. Go to the profile of the user group whose access limits you want to set and click Edit .
    3. Identify Quote Charge Tiers on the Edit page. Grant only the Read and the View All access permissions.
      Figure 1. Basic Access
      Basic access
    4. Click Save.
  4. Configure the Quote Charge Tiers object access level in the Permission Sets section:
    1. Enter Permission Sets in the Quick Find box at the top of the setup tree, then select Permission Sets .
    2. Clone the Zuora Quotes End User permission set.
    3. On the Permission Sets page, click the cloned permission set.
    4. Click Object Settings .
    5. Click Quote Charge Tiers .
    6. On the Quote Charge Tiers page, click Edit .
    7. On the Quote Charge Tiers page, grant the Object Permissions and the Field Permissions as below.
      Permission set
    8. Click Save.
  5. Assign the user with the configured profile to the customized permission set.