The KBMax CPQ Admin Portal contains all of the tools needed to create and manage users, products, configurators, workflows, and a variety of other settings.
The web-based admin portal is accessed by users with the "Company Administrator" role by clicking the gear as shown below. Clicking the gear opens the admin portal and takes you directly to the Configurators page within.
The admin portal is accessible in development, test, and production environments, but functions differently in test and production than it does in development.
In KBMax, there are two overarching types of information: data and behaviors.
- Data is specific to the environment you are in and must be maintained separately across the development, test, and production environments. Data includes items like users, quotes, and contacts and is editable via the admin portal across all 3 environments.
- Behaviors are information like settings, rules, and catalog information which are read-only in the test and production environments. During deployment, the behaviors you select as part of the deployment are sent from one environment to the next, usually from development to test to production. While in the test or production admin portal, behaviors will only be viewable, not editable.
The admin portal is grouped into the following sections: