Extended Permission Sets

Published on February 8, 2026 QuoteX

Extended Permission Sets

No additional cost: This add-on is provided at no additional cost to all active QuoteX subscribers.

What's inside: Four role-based permission sets that let you give each user the right level of QuoteX access without over-licensing: PSC Platform User, PSC Customer Portal User, PSC SME and PSC SE.

Permission Sets at a Glance

1. PSC Platform User

Purpose: Designed for users who do not need a full Salesforce Sales Cloud license but contribute to quoting processes. Organizations can assign cost-effective platform licenses to users who do not work with Sales objects but still help manage quotes.

Overview: This permission set grants tailored access to the Salesforce applications and configurations required for quoting and estimation activities, saving cost while giving users the tools they need.

Intended users:

1. Team members contributing to quotes: assist with quoting but do not need Opportunities or Leads.
2. Cost-saving roles: need limited Salesforce access and work well with a platform license.
3. Quoting and estimation contributors: manage quotes, scopes and timelines without broader Sales Cloud functionality.

Note: Ideal for users whose access is restricted to quoting processes, as a cost-efficient alternative to full Salesforce licenses.

2. PSC Customer Portal User

Purpose: Designed for external users such as vendors, customers or other collaborators who interact with Salesforce through community portals, contributing to quoting and collaboration without full Salesforce licenses.

Relevant licenses:

1. Customer Community
2. Customer Community Plus
3. Partner Community
4. External Apps
5. External Identity

Overview: Provides tailored access to the objects and functionality external stakeholders need, such as viewing and contributing to quotes, timelines and related processes, while keeping costs low through community licenses.

Intended users:

1. Vendors: external partners providing services or products.
2. Customers: clients who need limited access to manage or view their quotes and project details.
3. External collaborators: stakeholders contributing to project planning and scoping without access to internal data such as Opportunities or Leads.

Note: Optimized for Salesforce community licenses, ensuring cost-efficient access for external users.

3. PSC Subject Matter Expert (PSC SME)

Purpose: Designed for subject matter experts with a standard user profile, such as functionality SMEs or a particular cloud SME, who define libraries, plan templates and staffing rules.

Relevant licenses:

1. Standard User
2. Standard User (Run Flows checked)

Overview: Supports defining scope libraries, timeline libraries, resource plan templates and staffing rules/bend rates, as well as contributing to quotes and timelines.

Intended users:

1. SMEs: subject matter experts in the organization.

4. PSC Solution Engineer (PSC SE)

Purpose: Designed for daily QuoteX users with a standard user profile, such as sales engineers, solution engineers, pre-sales engineers, project managers and architects who quote services deals.

Relevant licenses:

1. Standard User
2. Standard User (Run Flows checked)

Overview: Provides the access sales engineers and other collaborators need to contribute to quotes, timelines and related processes while keeping licensing efficient.

Intended users:

1. SEs: Solution Engineers (Solution Architects) in the organization.

Assigning a Permission Set

Use the same steps for any of the four permission sets:

1. Navigate to Setup > Users > Permission Sets.
2. Select the permission set (PSC Platform User, PSC Customer Portal User, PSC SME or PSC SE).
3. Click Manage Assignments.
4. Add the users or profiles that require this level of access.

Installation and Setup

Prerequisites

1. This add-on requires QuoteX version 1.75 or higher to be installed.
2. An active QuoteX license is necessary. Without one, installation is not possible.
3. If your QuoteX version is below 1.75, upgrade to 1.75 or higher before installing this add-on.

Important: Installation will fail without an active QuoteX license or if QuoteX is older than version 1.75.

Installation Guide

Version: Extended PermissionSets ver 0.2. Use the Install Now link to proceed.

1. Open the installation URL in your browser.
2. Log in to the Salesforce org where you want to install the package.
3. Select Install for All Users to apply the package with a sitewide license.
4. Check the box for I acknowledge..., since this managed package is not listed on AppExchange.
5. Click Install to complete the process.

Next step: After successful installation, configure QuoteX to unlock its full capabilities.

Knowledge Article Number: KA-00060