Changing roles for existing users

This topic describes how to change roles for existing direct and dealer CPQ Enterprise Quoting users:

Changing direct representative roles

Only an EQ administrator can make role changes in Infor Ming.le as described here. Consequently, direct rep users cannot change the role of a direct rep administrator.
  • To change a direct rep administrator to a direct rep user or user with no access, an administrator must make the change by adjusting security roles in Infor Ming.le. Remove the CPQEQ-administrator role and add the CPQEQ-DirectRepresentative or CPQEQ-DirectNoAccess role.
  • To change a direct rep user to a direct rep administrator, an administrator must make the change in Infor Ming.le. Remove the CPQEQ-DirectRepresentative role and add the CPQEQ-administrator role.
  • To change a user with no access to a direct rep administrator, an administrator must make the change in Infor Ming.le. Remove the CPQEQ-DirectNoAccess role and add the CPQEQ-administrator role.
  • To change a direct rep user to a user with no access, an administrator can make the change by adjusting roles in Infor Ming.le or any direct rep can make the change on the Representatives form in CPQ Enterprise Quoting.
  • To change a user with no access to a direct rep user, an administrator can make the change in Infor Ming.le or any direct rep can make the change on the Representatives form in CPQ Enterprise Quoting.
Note: Administrators, when making role changes in Infor Ming.le, remember that all CPQ Enterprise Quoting user types must keep the CPQEQ-User role. This role is required for accessing the application. The other roles provide different levels of access.

Changing dealer representative roles

Typically a dealer administrator would make any necessary changes to roles for the existing dealer reps at his or her dealership. The changes are made using the Roles field on the Representatives form in their CPQ Enterprise Quoting system. Existing dealer reps can be changed to administrator, user, or user with no access on that form.

A direct rep administrator or user can also change roles for existing dealer reps, by opening the the user's record on Representatives tab of the Dealers form, for a selected dealer.

Note: We do not recommend changing roles in Infor CPQ Enterprise Quoting Designer for any reason. Roles are updated there automatically after changed in the ways described in this topic.