Service Quote Access and Permissions
The following table lists the permissions needed to perform various actions on the Service Quote object.
|
Action
|
User Permissions Needed
|
|---|---|
|
To view the Service Quotes tab
|
"Read" on Service Quote and Quote Item
|
|
To view Service Quotes
|
"Read" on Service Quote, Work Order, Account, Contact, Product and Quote Item
|
|
To create or clone Service Quotes
|
"Create" on Service Quote and Quote Item
"Read" on Work Order, Account, Contact and Product
|
|
To change Service Quotes
|
"Edit" on Service Quotes and Quote Item
"Read" on Work Order, Account, Contact, and Product
|
|
To delete Service Quotes
|
"Delete" on Service Quotes and Quote Item
|
|
To create Quote Items
|
"Create" on Quote Item
"Read" on Product
|
|
To change Quote Items
|
"Edit" on Quote Item
"Read" on Product
|
|
To delete Quote Items
|
"Delete" on Quote Item
|
 |
When deleting service quotes, you are not warned if the service quote is used in a related record. Since service quotes are connected to Work Orders, review and make sure the service quote record is not used in any related records.
|