Configuring User Access & Permissions
Published on June 15, 2026 QuoteX
Managing QuoteX Permissions
The QuoteX package includes pre-built permission sets to help you manage user access efficiently. Follow this guide to set up access for your administrators and your team.
| At a Glance Administrators: assign the PSC Admin permission set. Standard users: duplicate PSC Admin into a custom QuoteX User permission set. Never use: PSC User (Deprecated). |
1. Set Up Administrators (PSC Admin)
| FOR ADMINISTRATORS (PSC ADMIN) Assign the PSC Admin permission set to anyone managing the QuoteX system, including your Salesforce System Administrators. |
Who it's for: Users who need full control over configuration and setup.
2. Set Up Standard Users (QuoteX User)
For your regular team members, you need to create a custom version of the PSC Admin permission set. Complete the three steps below.
Step 1: Locate the PSC Admin permission set and Duplicate it.
Step 2: Label the new set as QuoteX User.
Step 3: Review and modify the permissions within this new set to fit your specific user needs before assigning it to your team.
Who it's for: Users who need control on creating and managing Quotes.
| IMPORTANT: Deprecated Settings Do NOT use the permission set labeled PSC User (Deprecated). Always use the duplicated QuoteX User set described above for your standard users. |
Reference: QuoteX permission sets in Salesforce Setup.
3. Final Step: Verify Access
Once permissions are assigned, refresh your browser page. Use the App Launcher to verify that all QuoteX apps are visible and accessible to the assigned users.
Verify that the QuoteX apps appear in the App Launcher.
| Success Criteria Administrators have PSC Admin assigned, standard users have your custom QuoteX User set assigned, and all QuoteX apps are visible in the App Launcher. |
| Don't see the QuoteX apps? Refresh your browser and confirm the correct permission set is assigned to the user. Make sure you assigned the duplicated QuoteX User set and not PSC User (Deprecated). |
Next Step: Manage Global Picklist Values
See More: Extended Permission Sets
Knowledge Article Number: KA-00004