Form access by role

This table shows CPQ Enterprise Quoting forms that each user role can access from the navigation menu.

Note: In many cases, direct users and dealer users have access to the same forms, but for direct users, the forms pertain to the manufacturer and for dealer users, the forms pertain to the dealership. For example, when a direct user opens the Territories form, the manufacturer's territories are displayed. When a dealer user opens that form, the dealership's territories are displayed.


EQ administrator	Direct rep user	Dealer administrator	Dealer rep user
Product Catalog*	Product Catalog*	Product Catalog*	Product Catalog*
Dealers	Dealers
Quotes** Direct Dealer	Quotes** Direct Dealer	Quotes**	Quotes**
Orders** Direct Dealer	Orders** Direct Dealer	Orders**	Orders**
Customers***	Customers***	Customers	Customers
Agreements	Agreements	Agreements	Agreements
Projects*	Projects*	Projects*	Projects*
Items Named Configurations	Items Named Configurations	Items My Items Named Configurations	Items My Items Named Configurations
Product Maintenance Categories Products Price Lists Product Filter Attributes	Product Maintenance Categories Products Price Lists Product Filter Attributes
Reports	Reports	Reports	Reports
Application Settings Countries Customer Types Freight Terms Payment Methods Payment Terms Shipping Carriers Shipping Methods Shipping Policies
Preferences Application Entity Prefixes
System Messages System Messages Dealer Groups	System Messages System Messages Dealer Groups
My Company Profile Approver Groups Territories Representatives	My Company Profile (view only) Territories (view only unless set to manage territories) Representatives (exceptions: direct reps cannot change email, privileges, or price list; they cannot change the role of administrators; and they can create/modify territories only when set to manage territories.)	My Company Profile Territories Representatives Child Dealers (when applicable) Settings Payment Methods Payment Terms Customer Types Shipping Policies Freight Terms Shipping Carriers Shipping Methods	My Company Profile (view only) Territories (view only unless set to manage territories) Representatives (view only, except for Territories when set to manage territories)
		Help Contact Us	Help Contact Us

* The Product Catalog and Projects forms are displayed in the navigation menu only if they have been enabled for use by the EQ administrator. The Product Catalog, when enabled, is also available to all user types when the Add Item button is clicked for a quote or order.

** Dealer and direct quote and order forms are always displayed for direct rep users; however, their ability to enter a new quote or order on those forms can be controlled by an administrator using the Quote/Order Privilege and On-Behalf-Of Quote/Order Privilege settings on the Representatives form. See Adding a direct rep user.

Only dealer quote and order forms are displayed for dealer users, and their ability to enter a new quote or order on those forms can be controlled by a dealer administrator using the Quote/Order Privilege setting on the Representatives form. This is described in the CPQ Enterprise Quoting user guide for dealers.

*** The Customers form is not intended to be used by manufacturers whose CPQ Enterprise Quoting system is integrated with an ERP system. If customer records are added here, they will not be shared with the ERP system.

Dealer users must use this form to enter dealership customers into the system. This is described in the CPQ Enterprise Quoting user guide for dealers.