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Rebate Management permission sets by user role

Key Takeaway

Pick a Rebate Management permission set by the work a person does, such as creating rebate programs or tracking rebates for their own members. When one person does more than one kind of work, give them more than one permission set.

Rebate Management in Agentforce Manufacturing uses permission sets to give each type of user access to the objects, fields, and features they need. There are four permission sets. You pick one based on what the person does: run rebate programs, track rebates for their own members, submit claims from a partner site, or work with Data Processing Engine definitions.

Permission sets and profiles

Permission sets add access on top of a user's profile. They can't take away access that the profile already grants. One user can hold several permission sets at the same time, so you can combine them to match each person's role.

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