Auditor
Read authorized evidence and reports only.
Can
- View Customers, device offer requirements, operation receipts, Organizations, quote lines, Quotes, record attachments, review decisions, team members
Starts on: Device Requirement Inbox
- Medical Devices CPQ
- Roles and access
Who can do what in Medical Devices CPQ
Separate quote preparation, independent pricing decisions and evidence-only access.
How permissions work
Quote preparation
Quote Specialist prepares assigned Draft quotes, lines, device requirements and attachments. Protected commercial transitions use the guarded actions.
Independent review
Pricing Reviewer reads authorized quote evidence and decides through the review action. The reviewer does not need unrestricted editing rights over the underlying records.
Organization administration
App Administrator maintains organizations, customers and team membership without business pricing approval authority.
Evidence inspection
Auditor reads authorized records and reports to examine the commercial decision and operation outcome. Investigation does not authorize rewriting receipts.
Account administration
Admin handles account access and membership setup. Keep those responsibilities separate from approval of a commercial quote.
Who can do what
| Role | Customer and team scope | Quote preparation | Device offer requirements | Pricing review | Acceptance and handoff | Evidence and reconciliation |
|---|---|---|---|---|---|---|
| Auditor | View | View | View | View | View | View |
| App Administrator | Edit | Edit | — | Edit | Edit | Edit |
| Pricing Reviewer | View | View | View | View | View | View |
| Quote Specialist | View | Edit | Edit | Edit | Edit | Edit |
| Admin | Edit | Edit | View | Edit | Edit | Edit |
Each role in detail
App Administrator
Maintain organizations, membership and customers without business approval authority.
Can
- Manage Customers, Organizations, team members
Starts on: Active Customers
Pricing Reviewer
Read authorized CPQ evidence and use guarded independent-review actions without unrestricted record editing.
Can
- View Customers, device offer requirements, operation receipts, Organizations, quote lines, Quotes, record attachments, review decisions, team members
Starts on: Device Requirement Inbox
Quote Specialist
Prepare assigned draft quote, line, configuration and attachment records; guarded workflows own protected transitions.
Can
- Manage device offer requirements, quote lines, Quotes, record attachments
- View Customers, operation receipts, review decisions
Starts on: Draft Quotes
Admin
Administers account access and organization membership without business pricing approval authority.
Can
- Manage Users, Organizations, team members, Customers
- View Quotes, quote lines, device offer requirements, record attachments, review decisions, operation receipts, exchange rates
Set up Medical Devices CPQ your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.