Auditor
Read authorized evidence and reports only.
Can
- View Customers, kitchen packages, operation receipts, Organizations, quote lines, Quotes, record attachments, review decisions, team members
Starts on: Draft Equipment Quotes
- CPQ for Commercial Kitchen Equipment
- Roles and access
Who can do what in CPQ for Commercial Kitchen Equipment
Assign preparation, independent review and evidence access to the people responsible for the quote.
How permissions work
Assigned preparation
Quote Specialist prepares assigned draft quotes, equipment lines, packages and attachments within authorized scope. Protected transitions use the guarded actions.
Independent review
Pricing Reviewer examines authorized commercial and package evidence and uses the review actions. Read access to a queue does not give unrestricted editing rights.
Account maintenance
App Administrator maintains dealer organizations, customers and team membership without business approval authority.
Evidence reading
Auditor reads authorized records and reports to trace a decision or unresolved operation.
Technical access
Agree account setup and technical administration during implementation. Keep that responsibility separate from commercial approval.
Who can do what
| Role | Customer accounts | Quote preparation | Equipment pricing | Kitchen package readiness | Quote review | Handoff and evidence |
|---|---|---|---|---|---|---|
| Auditor | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | — | Edit | — |
| Pricing Reviewer | View | View | View | View | View | View |
| Quote Specialist | View | Edit | Edit | Edit | Edit | Edit |
| Admin | Edit | Edit | View | View | Edit | View |
Each role in detail
App Administrator
Maintain organizations, membership and customers without business approval authority.
Can
- Manage Customers, Organizations, team members
Starts on: Customer Directory
Pricing Reviewer
Read authorized CPQ evidence and use guarded independent-review actions without unrestricted record editing.
Can
- View Customers, kitchen packages, operation receipts, Organizations, quote lines, Quotes, record attachments, review decisions, team members
Starts on: Draft Equipment Quotes
Quote Specialist
Prepare assigned draft quote, line, configuration and attachment records; guarded workflows own protected transitions.
Can
- Manage kitchen packages, quote lines, Quotes, record attachments
- View Customers, operation receipts, review decisions
Starts on: Draft Equipment Quotes
Admin
Technical administrator for account setup and access maintenance, without business approval authority.
Can
- Manage Users, team members, Organizations
- View Customers, Quotes, quote lines, kitchen packages, operation receipts, record attachments, review decisions, exchange rates
Set up CPQ for Commercial Kitchen Equipment your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.