Setting permissions to view and approve quotes

Salesforce Article admins can now configure permissions for users to view and approve quotes for requested translations. Previously, all users could view and approve quotes, which could lead to agents approving quotes without being authorized to do so by their organization.

With this new permission setting, admins now have an additional layer of safety and control. This will make it easier for admins, managers and agents to clarify who can review and approve expenses for their article translations.  

This feature is available in Language I/O Article from version 1.18 and later. 

Set up

1. In your Salesforce instance, go to the Setup screen. Use the Quick Find search bar to open Permission Sets:
   
2. In the Permission Sets screen, find the Language I/O Knowledge - Non-Quote User and Language I/O Knowledge - Quote User permissions:
   
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3. By default, the permission sets do not include access to the Knowledge__kav object and the user permissions for Knowledge management. You must add them manually These will have to be added manually as follows:
   1. Clone both Language I/O Knowledge - Quote User and Language I/O Knowledge - Non Quote User permission sets:
      
   2. For each permission set, go to Object Settings and give Read, Create, Edit and Delete access to the ‘Knowledge’ object, and access to the record types and fields as well.
   3. On each permission set, go to ‘App Permissions’ and check the following boxes:
      
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   4. Click Save when you finish.
4. Assign your users to the cloned permission sets.

Result

Users with the permissions will see the Quote and Cost links in blue:

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Users who do not have the permission will see the links deactivated and greyed out:

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