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Manage Regional Pricebook User Access

How Regional Administrators can control user access to custom pricebooks

Zaid Akel avatar
Written by Zaid Akel
Updated over a year ago

By default, users will only have access to the "Default" pricebook of the Core they are attached to. If a user attempts to change their pricebook, they will see an empty list like this:

To enable access to other pricebooks, a Regional Admin must create a pricebook user group and add the user to the group.

As a Regional Admin:

  1. Go to Admin Tools

  2. Open Price Book

  3. Select Pricebook User Groups tab

  4. Create a Group Name (Typically the same name as the pricebook) and select the Pricebook.

  5. Add all users that are allowed to use the pricebook and click save

  6. The user(s) will have immediate access to use the Pricebook drop-down from the Tools page.

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