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Nue on Salesforce Permission Sets

Salesforce Permission Sets and Permission Set Groups are a powerful and flexible feature that plays a pivotal role in controlling user access and permissions within the Salesforce platform. They are a fundamental part of Salesforce's security model, designed to grant additional permissions and capabilities to users, beyond what is defined by their profile. Permission Sets and Groups are a valuable tool for administrators and developers who need to finely tune access control without altering the core user profiles, making it easier to manage and maintain user permissions in a dynamic and evolving Salesforce environment. For more information, please refer to this Salesforce document.

Nue Permission Sets

Often times companies want to configure different permission sets to assign to various roles in the company, for example, Sales Reps, Deal Desk Operators, etc. Nue provides the following permission sets out of the box for different user roles. We provided the instruction here to create a custom permission set by copying from any of these permission sets.

PERMISSION SET	PERMISSIONS INCLUDED
Nue Basic	Basic permissions to access Nue on Salesforce
Nue Sales Rep	View Products View Price Books View Price Tags View Product Groups Create and Edit Quote Create and Edit Order View-only access to Discount, Total Price and Net Sales Price fields Create Custom Filter
Nue Deal Desk	View Products View Price Books View Product Groups Create and Edit Order Add Price or Discount Tag Edit Price or Discount Tag Delete Price or Discount Tag Cancel Order Create Custom Filter
Nue Revenue Ops	Manage Products Manage Price Books Manage Price Tags Manage Product Groups Manage Quotes Manage Orders Add Price or Discount Tag Edit Price or Discount Tag Delete Price or Discount Tag Cancel Order Cancel Invoice View Pipeline Dashboard tab View Booking Dashboard tab Manage Custom Filter
Nue Finance Ops	View Products View Price Books View Price Tags View Product Groups Manage Orders Cancel Order Cancel Invoice Delete Invoice View Booking Dashboard tab View Billing and Collections Dashboard Tab Create Custom Filter
Nue System Administration	Manage All Objects
Nue Revenue Lifecycle Intelligence Permission Set	View Booking Dashboard tab View Billing and Collections Dashboard Tab View Pipeline Dashboard tab

Starting June 2024, Nue provides a permission set named "Nue Revenue Lifecycle Intelligence Permission Set" to govern the access to the revenue lifecycle dashboards that contain the visibility of 3 out-of-the-box lifecycle dashboards: Pipeline, Booking, Billing & Collections. For more details please refer to this article.

Nue Permission Set Groups

Nue offers the following pre-defined permission set groups. You can assign users with various roles to these permission set groups to provide them with the appropriate access permissions.

	PERMISSION SET
PERMISSION SET GROUP	Nue Basic	Nue Sales Rep	Nue Deal Desk	Nue Revenue Ops	Nue Finance Ops	Nue System Administration	Nue Revenue Lifecycle Intelligence Permission Set
Nue Sales Representatives	•	•
Nue Deal Desks	•	•	•
Nue Revenue Operations	•	•		•
Nue Finance Operations	•	•			•
Nue System Administrations						•	•

Nue Permissions

Nue provides the following custom permissions assigned to each permission set based on the designated user role:

PERMISSION NAME	DESCRIPTION
Add Price or Discount Tags	Allows the user to add a price or discount tag on the line editor of a quote or order. If the permission is assigned, the user is able to see 'Add Price Tag', 'Add Discount Tag' link in the 'Price Tags' modal popup in the line editor. The user may also edit or delete the price tag created by herself.
Edit Price or Discount Tags	Allows the user to edit a price or discount tag on the line editor of a quote or order. By editing the price or discount tag, the user essentially creates a copy of that tag, which is only applicable for the particular quote or order. If the permission is assigned, the user is able to see 'Edit Price Tag', 'Edit Discount Tag' link in the 'Price Tags' modal popup in the line editor.
Delete Price or Discount Tags	Allows the user to delete a price or discount tag on the line editor of a quote or order. By deleting the price or discount tag, the tag will no longer be applicable to the quote or order. If the permission is assigned, the user is able to see 'Delete Price Tag', 'Delete Discount Tag' link in the 'Price Tags' modal popup in the line editor.
Cancel Invoice	Allows the user to cancel a (Draft or Active) invoice in the Lifecycle Manager. If the permission is assigned, the user is able to see 'Cancel Invoice' icon in the Action column of the invoice list in the Lifecycle Manager.
Delete Invoice	Allows the user to delete a (Draft or Canceled) invoice in the Lifecycle Manager. If the permission is assigned, the user is able to see 'Delete Invoice' icon in the Action column of the invoice list in the Lifecycle Manager.
Cancel Order	Allows the user to cancel an order in the Lifecycle Manager. Please note that "Allow orders to be canceled" system setting needs to be enabled on the system level. If the permission is assigned, the user is able to cancel an order. Otherwise, when the user attempts to cancel an order, an error occurs.
Create Nue Custom Filter	Allows the user to create new custom filters on any Nue lists. Users with this permission can edit or delete the custom filters they have created or own.
Edit Nue Custom Filter	Allows the user to edit an existing custom filter on any Nue lists. Users with this permission can edit all custom filters, including the filters owned by themselves, or owned by others.
Delete Nue Custom Filter	Allows the user to delete an existing custom filter on any Nue lists. Users with this permission can delete all custom filters, including the filters owned by themselves, or owned by others.

Custom Permission Sets

Companies can create custom permission sets in addition to the Nue pre-built permission set described in this article, and add them to the permission set groups for different roles.