Permissions
B2B+ Quotes ships a dedicated permission group "Quotes" that integrates into the Shopware ACL (under Orders). Via the admin roles (Settings → Users & permissions → Roles) you control who may view, edit or delete quotes.
The three roles
| Role | What it can do |
|---|---|
| Viewer (read) | View quotes, positions, tiers, messages and text blocks. Plus read access to customers, currencies, sales channels and products (for display). Prerequisite for the other two roles. |
| Editor (edit) | Create and edit quotes and positions, delete positions/tiers, write messages, create/edit/delete text blocks. Covers all negotiation and status actions. Requires Viewer. |
| Deleter (delete) | Delete quotes. Requires Viewer. |
Mapping of actions
The actions on the detail page and the list are bound to these rights:
| Action | Required right |
|---|---|
| Open quote list, detail page, customer tab | Viewer (avellon_quote:read) |
| Download PDF | Viewer (avellon_quote:read) |
| Create, duplicate, new version | Editor (avellon_quote:create) |
| Send, decline, mark in progress, message, "Convert to order" | Editor (avellon_quote:update) |
| Delete quote | Deleter (avellon_quote:delete) |
Visibility
Without the Viewer role the quote module does not appear in the user's navigation at all. The editing functions on the detail page are additionally only active with the Editor role.
Administrators
The Shopware administrator (full rights) automatically has access to all quote functions — the roles are meant for graduated team rights.