Case Manager (Job Role)

A case manager is a senior case worker with supervisory responsibilities. The case manager is responsible to determining the best approach to difficult cases which require approvals or significant discretion. For example, where there have been overpayments to a benefit recipient which need to be covered, or where there are unusual case circumstances. The case manager is also responsible for coordinating care and benefits with external providers, such as foster care.

Role Hierarchy

The Case Manager job role directly and indirectly inherits these roles.

• Case Manager

  • Access Groups Enablement

  • Case Supervision

  • Conversation Message Administration

  • Interview Definition Authoring

  • Interview Definition Managing

  • Interview Definition Publishing

  • Interview Definition Viewing

  • Service Request Power User

Duties

This table lists the duties assigned directly and indirectly to the Case Manager job role.

Duty Role	Description
Access Groups Enablement	Enables the Access Groups functionality.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.
Conversation Message Administration	Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.
Interview Definition Authoring	Manage access for authoring Interview definitions.
Interview Definition Managing	Manage access for deleting and forcing checkout of Interview definitions.
Interview Definition Publishing	Manage access for publishing and unpublishing Interview definitions.
Interview Definition Viewing	Manage access for viewing Interview definitions.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives

Privileges

This table lists privileges granted to duties of the Case Manager job role.

Granted Role	Granted Role Description	Privilege	Privilege Description
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Assign Case to Case Worker	Allows user to assign a case to a case worker
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Assign Case to Queue	Allows user to assign a case to queue
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Compose Internal Note for Case	Allows users to compose an internal note for a case
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Create Action Plan	Allows creation of an Action Plan.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Create Case	Allows user to create case records
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Create Case Conversation	Allows the user to create a converation on the case object.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Create Object Link	Allows the user to create an object link.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Delete Case	Allows user to delete a case record
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Delete Object Link	Allows the user to delete an object link.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Edit Action Plan	Allows edit of an Action Plan.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Edit Case	Allows user to edit case attributes
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Export Workspace Data	Allows users to export data in Workspace
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Manage Case Activities	Allows user to manage activities for a case such as edit or delete
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Manage Case Attachments	Allows the user to manage attachments for a case such as add or delete.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Manage Case Contacts	Allows user to manage contacts for a case such as add or delete
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Manage Case Conversations	Allows the user to manage conversations for a case such as add or delete.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Manage Case Household	Allows user to manage household for a case such as add or delete
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Manage Case Messages	Allows user to manage messages for a case such as edit or delete
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Manage Case Service Requests	Allows user to manage service requests for a case such as update
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Manage Case Team Members	Allows user to manage team members for a case such as add or delete resources
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Manage Outbound Message	Allows a user to create, update, delete and view outbound messages.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	Personalize Analytics Dashboard Display	Allows create, update and delete of custom CX service infolets. Also, allows show/hide and rearrange the display order of the infolets.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	View Action Plan	Allows viewing of an Action Plan.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	View Audit History	Allows to view the audit history of all the business object attributes enabled for auditing.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	View Case	Allows user to view case records
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	View Case Attachments	Allows the user to view the attachments for a case.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	View Case Audit History	Allows the user to view the audit history for a case.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	View Case Conversations	Allows the user to view the conversations for a case.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	View Case Manager Dashboard	Allows the user to view the case manager dashboard. The case manager dashboard contains analytical reports used in case management.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	View Case Team Members	Allows user to view team members for a case
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	View Object Link	Allows the user to view an object link.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	View Sales Group	Allows viewing a sales group
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	View Sales Organization	Allows viewing of the sales organization.
Case Supervision	Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.	View Sales Party Contact	Allows viewing of sales party contact information.
Conversation Message Administration	Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.	Delete Conversation Message	Allows user to delete a message in a conversation.
Conversation Message Administration	Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.	Manage Outbound Message	Allows a user to create, update, delete and view outbound messages.
Conversation Message Administration	Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.	Participate in Collaboration Conversation	Allows a user to participate in a collaboration conversation.
Conversation Message Administration	Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.	Participate in Customer Conversation	Allows a user to participate in a customer conversation.
Conversation Message Administration	Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.	Use REST Service to View All Workers	Allows the user to view all workers using REST API.
Conversation Message Administration	Has complete conversation message management capabilities including create messages, reply to messages, change a reply to ready to send status and delete a message.	View Conversation Message	Allows a user to view a conversation message.
Interview Definition Authoring	Manage access for authoring Interview definitions.	Check-in Interview Definitions	Allow access to check-in Interview definitions.
Interview Definition Authoring	Manage access for authoring Interview definitions.	Check-out Interview Definitions	Allow access to check-out Interview definitions.
Interview Definition Authoring	Manage access for authoring Interview definitions.	Copy Interview Definitions	Allow access to copy Interview definitions.
Interview Definition Authoring	Manage access for authoring Interview definitions.	Create Interview Definitions	Allow access to create Interview definitions.
Interview Definition Authoring	Manage access for authoring Interview definitions.	Update Interview Definitions	Allow access to update Interview definitions.
Interview Definition Managing	Manage access for deleting and forcing checkout of Interview definitions.	Change Interview Definition Owner	Allow access to change the owner of Interview definitions.
Interview Definition Managing	Manage access for deleting and forcing checkout of Interview definitions.	Delete Interview Definitions	Allow access to delete Interview definitions.
Interview Definition Managing	Manage access for deleting and forcing checkout of Interview definitions.	Force Checkout Interview Definitions	Allow access to force checkout Interview definitions.
Interview Definition Publishing	Manage access for publishing and unpublishing Interview definitions.	Publish Interview Definitions	Allow access to publish Interview definitions.
Interview Definition Publishing	Manage access for publishing and unpublishing Interview definitions.	Unpublish Interview Definitions	Allow access to unpublish Interview definitions.
Interview Definition Viewing	Manage access for viewing Interview definitions.	View Interview Definitions	Allow access to view the Interviews menu item and Interviews page.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Access Co-browse Feature	Allows launching and usage of Co-browse functionality.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Access Feed View	Allows access to view feeds.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Access Mobile CRM	Functional privilege providing access to CRM data using mobile applications
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Access Partner Media Toolbar	Allows access to the partner media toolbar
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Add Attachment	Allows adding an attachment to a SR or SR Message. This privilege will also allow the user to delete an attachment from the SR.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Assign Service Request	Allows manual assigning of service request to a resource
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Assign Service Request to Queue	Allows manual assigning of service request to a service queue.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Cancel Service Work Order	Allows canceling of a service work order.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Compose Customer Message	Allows composing a customer message for a SR
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Compose Internal Note	Allows composing an internal note for a SR
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Compose Response	Allows composing a Response for a SR
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Configure CX Service Dashboard	Allows the user to create, update and delete custom CX service infolets. The out of the box application defined infolets cannot be edited or deleted.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Create Action Plan	Allows creation of an Action Plan.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Create Activity	Allows creating activities.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Create Article	Not Available
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Create Customer Assets by Service	Allows creation of customer assets, related configurations and structures.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Create IoT Registration Request	Allows submitting a request to register a device or asset with the IoT cloud
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Create Knowledge Tasks	Allows users to suggest improvements to knowledge articles.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Create Object Link	Allows the user to create an object link.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Create Service Request	Allows creation of a service request
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Create Service Work Order	Allows creation of a service work order.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Create Tag	Allows the user to create tags.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Delete Activity	Allows deleting activities.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Delete Object Link	Allows the user to delete an object link.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Delete Service Request Attachment	Allows deleting an attachment from an SR or SR message.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Download Attachment of an SR or SR Message	Allows downloading an attachment of an SR or SR Message.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Edit Action Plan	Allows edit of an Action Plan.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Edit Service Request	Allows editing of a service request
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Edit Service Work Order	Allows editing of a service work order.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Edit Work Order Technician Access Schedule	Allows editing of a technician access schedule on the work order.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Forward Service Request	Allows forwarding a SR
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Get Customer Assets by Service	Allows query of customer assets using a service.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Get Service Request Follow Notifications	Allows the user to get notifications when they follow a service request.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage Depot Repair Order Details	Allows the user to manage depot repair order details.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage Express Report Definitions	Allows creation, modification and deletion of Express Report Definitions
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage Inbound Message	Allows create, update, delete and view of inbound messages
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage Installed Base Assets	Allows creation and editing of installed Base assets.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage Inventory Reservation and Picks	Allows management of inventory reservations and picks.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage Notification Preferences	Allows management of notification preferences.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage Omnichannel Presence and Availability	Allows management of the omnichannel availability for new work, presence menu and indicator.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage Outbound Message	Allows a user to create, update, delete and view outbound messages.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage Part Orders	Allows creating and managing part orders for a work order and service request.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage SR Contacts	Allows adding/removing a contact from a service request.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage SR Team Member	Allows adding/removing a team member to a SR
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage Service Queues	Allows management of service queues and queue memberships.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage Signature	Allows the user to create or update a personal signature.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage SmartText	Allows creation, update and delete of a SmartText.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage Social Post	Allows create, update, delete and view of social posts
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Manage Work Order Debrief and Estimates	Allows the user to manage work order debrief and estimates.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Open Objects in Dynamic Tabs	Allows user to open objects in a dynamic/nested tab of the interactive workspace.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Open Objects in Dynamic Tabs for FSCM	Allows user to open objects in a dynamic or nested tab of the interactive workspace. Applicable only to CRM.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Open Objects in Dynamic Tabs for HCM	Allows user to open objects in a dynamic or nested tab of the interactive workspace. Applicable only to CRM.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Override Part Order Pricing	Allows the user to manually override the part order price.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Personalize Analytics Dashboard Display	Allows create, update and delete of custom CX service infolets. Also, allows show/hide and rearrange the display order of the infolets.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Personalize CX Service Dashboard	Allows the user to show/hide and rearrange the display order of the CX service infolets.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Publish SmartText	Allows scope of SmartText to be set to GLOBAL so that all users can view/use it.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Receive Browser Notifications	Allows users to receive browser notifications from the notification framework. If notifications have links to objects, you will need appropriate privilege to view the object.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Reschedule Service Work Order	Allows rescheduling of a service work order.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Update Activity	Allows editing activities.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Update Customer Assets by Service	Allows update of customer assets, related configurations and structures.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Update Primary Contact	Allows manual update of Primary Contact field.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Update Service Request Business Unit	Allows updating the business unit on the service request.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Use Live Experience Agent Recording and Playback Features	Allows the use of live experience recording download and playback features.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Use Location Service	Allows use of the location service
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	Use SmartText	Allows using SmartText.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Action Plan	Allows viewing of an Action Plan.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Action Plan Process	Allows a user to view the process details in an action plan.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Activity	Allows viewing activities.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Attachment	Allows viewing attachments on a SR or SR Message
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Chat Transcript	Allows the user to view chat transcripts.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View DLM Policies	Allows viewing of DLM policies.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Express Report Definitions	Allows viewing of Express Report Definitions
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Express Report Types	Allows viewing of Express Report Types
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Installed Base Assets	Allows viewing the installed Base assets.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Installed Base Assets Landing Page	Allows viewing the installed base assets landing page.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Interactions	Allows viewing of interactions history.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Knowledge within Service Request	Allows viewing of knowledge base components within the service request UI.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Named Routes	Allows viewing and grouping all functional navigation flows across channels into a single name
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Navigator Menu	Allows viewing navigator metadata information
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Object Link	Allows the user to view an object link.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Partner	Allows viewing a list of partners from the partner work area.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Partner Profile	Allows viewing the partner profile.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Resource Capacities	Allows the user to view a resource's capacities.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Self Service Registrations	Allows viewing of self service registration requests.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Self Service Roles	Allows viewing self service roles.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Sensing Agent	Allows access to the sensingAgent REST service for the Oracle Assistant component embedded in Oracle Inside Sales application
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Service Center	Allows viewing of Service Center.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Service Manager Dashboard	Allows viewing of the service manager dashboard. The dashboard contains analytical reports on service objects.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Service Manager Dashboard for FSCM	Allows viewing of the service manager dashboard. The dashboard contains analytical reports on service objects. Applicable only to CRM.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Service Manager Dashboard for HCM	Allows viewing of the service manager dashboard. The dashboard contains analytical reports on service objects. Applicable only to CRM.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Service Profile	Allows viewing of service profiles.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Service Request	Allows viewing of service request(s).
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Service Request Activities	Allows viewing of service request activities tab and its contents.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Service Request Audit History	Allows viewing of service request audit history.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Service Request Team	Allows viewing of service request team tab and its contents.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Service Work Order	Allows viewing of service work order(s).
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Service Work Order Audit History	Allows viewing of service work order audit history.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Smart Actions	Allows read and view access to Smart Actions Framework data.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Subscription Entitlements	Change the subscription user status
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Survey Integration Framework Template	Allows the user to view the survey integration framework template and its details.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Survey Requests	Allows the user to view survey requests.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Technician Access Schedules	Allows viewing of a technician access schedules.
Service Request Power User	Advanced Service Request management capabilities not available to Service Representatives	View Technician Preferences	Allows viewing of a technician preference.

Data Security Policies

This table lists data security policies and their enforcement across analytics application for the Case Manager job role.

Business Object	Policy Description	Policy Store Implementation
Activity	A Case Manager can delete activity a member of an access group associated to the activity with delete access	Role: Access Groups Enablement Privilege: Delete Activity (Data) Resource: Activity
Activity	A Case Manager can update activity a member of an access group associated to the activity with update access	Role: Access Groups Enablement Privilege: Update Activity (Data) Resource: Activity
Activity	A Case Manager can view activity a member of an access group associated to the activity	Role: Access Groups Enablement Privilege: View Activity (Data) Resource: Activity
Application Attachment Category	A Case Manager can delete application attachment for all service categories that are visible to internal users	Role: Service Request Power User Privilege: Delete Application Attachment Resource: Application Attachment Category
Application Attachment Category	A Case Manager can read application attachment for all service categories that are visible to internal users	Role: Service Request Power User Privilege: Read Application Attachment Resource: Application Attachment Category
Application Attachment Category	A Case Manager can update application attachment for all service categories that are visible to internal users	Role: Service Request Power User Privilege: Update Application Attachment Resource: Application Attachment Category
CRM Asset	A Case Manager can delete asset a member of an access group associated to the asset with delete access	Role: Access Groups Enablement Privilege: Delete Asset (Data) Resource: CRM Asset
CRM Asset	A Case Manager can update asset a member of an access group associated to the asset with update access	Role: Access Groups Enablement Privilege: Update Asset (Data) Resource: CRM Asset
CRM Asset	A Case Manager can view asset a member of an access group associated to the asset	Role: Access Groups Enablement Privilege: View Asset (Data) Resource: CRM Asset
Case Messages	A Case Manager can manage case message for all case messages.	Role: Case Supervision Privilege: Manage Case Message (Data) Resource: Case Messages
Case Resources	A Case Manager can manage case resource for all case resources.	Role: Case Supervision Privilege: Manage Case Resource (Data) Resource: Case Resources
Cases	A Case Manager can delete case header a member of an access group associated to the case with delete access	Role: Access Groups Enablement Privilege: Delete Case Header (Data) Resource: Cases
Cases	A Case Manager can manage case header for all cases	Role: Case Supervision Privilege: Manage Case Header (Data) Resource: Cases
Cases	A Case Manager can update case header a member of an access group associated to the case with update access	Role: Access Groups Enablement Privilege: Update Case Header (Data) Resource: Cases
Cases	A Case Manager can view case header a member of an access group associated to the case	Role: Access Groups Enablement Privilege: View Case Header (Data) Resource: Cases
Conversation	A Case Manager can delete conversation a member of an access group associated to the conversation with delete access	Role: Access Groups Enablement Privilege: Delete Conversation (Data) Resource: Conversation
Conversation	A Case Manager can update conversation a member of an access group associated to the conversation with update access	Role: Access Groups Enablement Privilege: Update Conversation (Data) Resource: Conversation
Conversation	A Case Manager can view conversation a member of an access group associated to the conversation	Role: Access Groups Enablement Privilege: View Conversation (Data) Resource: Conversation
Conversation Message	A Case Manager can delete conversation message a member of an access group associated to the conversation message with delete access	Role: Access Groups Enablement Privilege: Delete Conversation Message (Data) Resource: Conversation Message
Conversation Message	A Case Manager can update conversation message a member of an access group associated to the conversation message with update access	Role: Access Groups Enablement Privilege: Update Conversation Message (Data) Resource: Conversation Message
Conversation Message	A Case Manager can view conversation message a member of an access group associated to the conversation message	Role: Access Groups Enablement Privilege: View Conversation Message (Data) Resource: Conversation Message
Deal Registration Product	A Case Manager can manage deal registration product a member of an access group associated to the deal registration with update access	Role: Access Groups Enablement Privilege: Manage Deal Registration Product (Data) Resource: Deal Registration Product
Deal Registration Product	A Case Manager can view deal registration product a member of an access group associated to the deal registration	Role: Access Groups Enablement Privilege: View Deal Registration Product (Data) Resource: Deal Registration Product
Deal Registration Summary	A Case Manager can update deal registration approval details a member of an access group associated to the deal registration with update or full access and deal is in pending approval status	Role: Access Groups Enablement Privilege: Update Deal Registration Approval Details (Data) Resource: Deal Registration Summary
Deal Registration Summary	A Case Manager can update deal registration deal details a member of an access group associated to the deal registration with full access	Role: Access Groups Enablement Privilege: Update Deal Registration Deal Details (Data) Resource: Deal Registration Summary
Deal Registration Summary	A Case Manager can update deal registration deal details a member of an access group associated to the deal registration with update access and deal is in draft, returned or withdrawn status	Role: Access Groups Enablement Privilege: Update Deal Registration Deal Details (Data) Resource: Deal Registration Summary
Deal Registration Summary	A Case Manager can update deal registration opportunity details a member of an access group associated to the deal registration with full access	Role: Access Groups Enablement Privilege: Update Deal Registration Opportunity Details (Data) Resource: Deal Registration Summary
Deal Registration Summary	A Case Manager can update deal registration opportunity details a member of an access group associated to the deal registration with update access and deal is in pending approval or approved status	Role: Access Groups Enablement Privilege: Update Deal Registration Opportunity Details (Data) Resource: Deal Registration Summary
Deal Registration Summary	A Case Manager can update deal registration partner details a member of an access group associated to the deal registration with update access and deal is in draft, returned or withdrawn status and the deal is created by an internal user	Role: Access Groups Enablement Privilege: Update Deal Registration Partner Details (Data) Resource: Deal Registration Summary
Deal Registration Summary	A Case Manager can view deal registration a member of an access group associated to the deal registration	Role: Access Groups Enablement Privilege: View Deal Registration (Data) Resource: Deal Registration Summary
Deal Registration Team	A Case Manager can manage deal registration team a member of an access group associated to the deal registration with update access	Role: Access Groups Enablement Privilege: Manage Deal Registration Team (Data) Resource: Deal Registration Team
Deal Registration Team	A Case Manager can view deal registration team a member of an access group associated to the deal registration	Role: Access Groups Enablement Privilege: View Deal Registration Team (Data) Resource: Deal Registration Team
Express Report Definitions	A Case Manager can delete express report access the express reports for table zca_srt_report_def as a member of an access group associated to express reporting with delete access	Role: Access Groups Enablement Privilege: Delete Express Report (Data) Resource: Express Report Definitions
Express Report Definitions	A Case Manager can update express report access the express reports for table zca_srt_report_def as a member of an access group associated to express reporting with update access	Role: Access Groups Enablement Privilege: Update Express Report (Data) Resource: Express Report Definitions
Express Report Definitions	A Case Manager can view express report access the express reports for table zca_srt_report_def as a member of an access group associated to express reporting	Role: Access Groups Enablement Privilege: View Express Report (Data) Resource: Express Report Definitions
Field Service Work Order	A Case Manager can delete field service work order a member of an access group associated to the field service work order with delete access	Role: Access Groups Enablement Privilege: Delete Field Service Work Order (Data) Resource: Field Service Work Order
Field Service Work Order	A Case Manager can manage field service work order where the field service work order is standalone or associated with a service request	Role: Service Request Power User Privilege: Manage Field Service Work Order (Data) Resource: Field Service Work Order
Field Service Work Order	A Case Manager can update field service work order a member of an access group associated to the field service work order with update access	Role: Access Groups Enablement Privilege: Update Field Service Work Order (Data) Resource: Field Service Work Order
Field Service Work Order	A Case Manager can view field service work order a member of an access group associated to the field service work order	Role: Access Groups Enablement Privilege: View Field Service Work Order (Data) Resource: Field Service Work Order
File Import Activity	A Case Manager can view standard file import activity object type for all standard file import activities that are accessible for conversation message administration	Role: Conversation Message Administration Privilege: View Standard File Import Activity Object Type Resource: File Import Activity
File Import Activity	A Case Manager can view standard file import activity object type for all standard file import activities that are accessible for service request power user	Role: Service Request Power User Privilege: View Standard File Import Activity Object Type Resource: File Import Activity
File Import Activity	A Case Manager can view standard file import mapping object type for all standard file import activities that are accessible for service request power user	Role: Service Request Power User Privilege: View Standard File Import Mapping Object Type Resource: File Import Activity
File Import Mapping	A Case Manager can view standard file import mapping object type for all standard file import maps that are accessible for conversation message administration	Role: Conversation Message Administration Privilege: View Standard File Import Mapping Object Type Resource: File Import Mapping
File Import Mapping	A Case Manager can view standard file import mapping object type for all standard file import maps that are accessible for service request power user	Role: Service Request Power User Privilege: View Standard File Import Mapping Object Type Resource: File Import Mapping
Inbound Message Detail	A Case Manager can manage inbound message for all inbound messages sent to a customer relationship management channel	Role: Service Request Power User Privilege: Manage Inbound Message (Data) Resource: Inbound Message Detail
Inventory Reservation	A Case Manager can manage inventory reservation for the inventory organizations in which they can operate	Role: Service Request Power User Privilege: Manage Inventory Reservation (Data) Resource: Inventory Organization Parameter
Location	A Case Manager can manage location for all locations in the enterprise	Role: Service Request Power User Privilege: Manage Location (Data) Resource: Location
Location	A Case Manager can manage location for all reference data sets in the enterprise	Role: Service Request Power User Privilege: Manage Location (Data) Resource: Location
MDF Budget	A Case Manager can delete marketing budget a member of an access group associated to the mdf budget with delete access and budget status is draft	Role: Access Groups Enablement Privilege: Delete Marketing Budget (Data) Resource: MDF Budget
MDF Budget	A Case Manager can update marketing budget a member of an access group associated to the mdf budget with update access	Role: Access Groups Enablement Privilege: Update Marketing Budget (Data) Resource: MDF Budget
MDF Budget	A Case Manager can view marketing budget a member of an access group associated to the mdf budget	Role: Access Groups Enablement Privilege: View Marketing Budget (Data) Resource: MDF Budget
MDF Budget Team	A Case Manager can delete marketing budget team a member of an access group associated to the mdf budget with delete access	Role: Access Groups Enablement Privilege: Delete Marketing Budget Team (Data) Resource: MDF Budget Team
MDF Budget Team	A Case Manager can update marketing budget team a member of an access group associated to the mdf budget with update access	Role: Access Groups Enablement Privilege: Update Marketing Budget Team (Data) Resource: MDF Budget Team
MDF Budget Team	A Case Manager can view marketing budget team a member of an access group associated to the mdf budget	Role: Access Groups Enablement Privilege: View Marketing Budget Team (Data) Resource: MDF Budget Team
MDF Claim	A Case Manager can delete marketing claim a member of an access group associated to the mdf claim with delete or full access and the claim status is draft	Role: Access Groups Enablement Privilege: Delete Marketing Claim (Data) Resource: MDF Claim
MDF Claim	A Case Manager can update marketing claim approval details a member of an access group associated to the mdf claim with update or full access and the claim status is pending approval	Role: Access Groups Enablement Privilege: Update Marketing Claim Approval Details (Data) Resource: MDF Claim
MDF Claim	A Case Manager can update marketing claim details a member of an access group associated to the mdf claim with update or full access and the claim status is draft, returned, failed or withdrawn	Role: Access Groups Enablement Privilege: Update Marketing Claim Details (Data) Resource: MDF Claim
MDF Claim	A Case Manager can update marketing claim partner details a member of an access group associated to the mdf claim with update or full access and the claim status is draft, returned, failed or withdrawn	Role: Access Groups Enablement Privilege: Update Marketing Claim Partner Details (Data) Resource: MDF Claim
MDF Claim	A Case Manager can view marketing claim a member of an access group associated to the mdf claim	Role: Access Groups Enablement Privilege: View Marketing Claim (Data) Resource: MDF Claim
MDF Claim Settlement	A Case Manager can delete marketing claim settlement a member of an access group associated to the mdf claim with delete access	Role: Access Groups Enablement Privilege: Delete Marketing Claim Settlement (Data) Resource: MDF Claim Settlement
MDF Claim Settlement	A Case Manager can update marketing claim settlement a member of an access group associated to the mdf claim with update access	Role: Access Groups Enablement Privilege: Update Marketing Claim Settlement (Data) Resource: MDF Claim Settlement
MDF Claim Settlement	A Case Manager can update marketing claim settlement details a member of an access group associated to the mdf claim with update access	Role: Access Groups Enablement Privilege: Update Marketing Claim Settlement Details (Data) Resource: MDF Claim Settlement
MDF Claim Settlement	A Case Manager can view marketing claim settlement a member of an access group associated to the mdf claim	Role: Access Groups Enablement Privilege: View Marketing Claim Settlement (Data) Resource: MDF Claim Settlement
MDF Claim Team	A Case Manager can delete marketing claim team a member of an access group associated to the mdf claim with delete access	Role: Access Groups Enablement Privilege: Delete Marketing Claim Team (Data) Resource: MDF Claim Team
MDF Claim Team	A Case Manager can update marketing claim team a member of an access group associated to the mdf claim with update access	Role: Access Groups Enablement Privilege: Update Marketing Claim Team (Data) Resource: MDF Claim Team
MDF Claim Team	A Case Manager can view marketing claim team a member of an access group associated to the mdf claim	Role: Access Groups Enablement Privilege: View Marketing Claim Team (Data) Resource: MDF Claim Team
MDF Request	A Case Manager can delete marketing fund request a member of an access group associated to the mdf request with delete access and the request status is draft	Role: Access Groups Enablement Privilege: Delete Marketing Fund Request (Data) Resource: MDF Request
MDF Request	A Case Manager can update marketing fund request approval details a member of an access group associated to the mdf request with update or full access and the request status is pending approval	Role: Access Groups Enablement Privilege: Update Marketing Fund Request Approval Details (Data) Resource: MDF Request
MDF Request	A Case Manager can update marketing fund request details a member of an access group associated to the mdf request with update or full access and the request status is draft, returned, failed or withdrawn	Role: Access Groups Enablement Privilege: Update Marketing Fund Request Details (Data) Resource: MDF Request
MDF Request	A Case Manager can update marketing fund request partner details a member of an access group associated to the mdf request with update or full access and request is in draft, returned, failed or withdrawn status and the request is created by an internal user	Role: Access Groups Enablement Privilege: Update Marketing Fund Request Partner Details (Data) Resource: MDF Request
MDF Request	A Case Manager can view marketing fund request a member of an access group associated to the mdf request	Role: Access Groups Enablement Privilege: View Marketing Fund Request (Data) Resource: MDF Request
MDF Request Team	A Case Manager can delete marketing fund request team a member of an access group associated to the mdf request with delete access	Role: Access Groups Enablement Privilege: Delete Marketing Fund Request Team (Data) Resource: MDF Request Team
MDF Request Team	A Case Manager can update marketing fund request team a member of an access group associated to the mdf request with update access	Role: Access Groups Enablement Privilege: Update Marketing Fund Request Team (Data) Resource: MDF Request Team
MDF Request Team	A Case Manager can view marketing fund request team a member of an access group associated to the mdf request	Role: Access Groups Enablement Privilege: View Marketing Fund Request Team (Data) Resource: MDF Request Team
Marketing Integration Campaign	A Case Manager can delete marketing integration campaign a member of an access group associated to the marketing integration campaign with delete access	Role: Access Groups Enablement Privilege: Delete Marketing Integration Campaign (Data) Resource: Marketing Integration Campaign
Marketing Integration Campaign	A Case Manager can update marketing integration campaign a member of an access group associated to the marketing integration campaign with update access	Role: Access Groups Enablement Privilege: Update Marketing Integration Campaign (Data) Resource: Marketing Integration Campaign
Marketing Integration Campaign	A Case Manager can view marketing integration campaign a member of an access group associated to the marketing integration campaign	Role: Access Groups Enablement Privilege: View Marketing Integration Campaign (Data) Resource: Marketing Integration Campaign
Note	A Case Manager can delete note a member of an access group associated to the note with delete access	Role: Access Groups Enablement Privilege: Delete Note (Data) Resource: Note
Note	A Case Manager can update note a member of an access group associated to the note with update access	Role: Access Groups Enablement Privilege: Update Note (Data) Resource: Note
Note	A Case Manager can view note a member of an access group associated to the note	Role: Access Groups Enablement Privilege: View Note (Data) Resource: Note
Opportunity	A Case Manager can manage opportunity general profile a member of an access group associated to the opportunity with update access	Role: Access Groups Enablement Privilege: Manage Opportunity General Profile (Data) Resource: Opportunity
Opportunity	A Case Manager can manage opportunity restricted profile a member of an access group associated to the opportunity with delete access	Role: Access Groups Enablement Privilege: Manage Opportunity Restricted Profile (Data) Resource: Opportunity
Opportunity	A Case Manager can manage opportunity revenue a member of an access group associated to the opportunity with full access	Role: Access Groups Enablement Privilege: Manage Opportunity Revenue (Data) Resource: Opportunity
Opportunity	A Case Manager can manage opportunity team a member of an access group associated to the opportunity with full access	Role: Access Groups Enablement Privilege: Manage Opportunity Team (Data) Resource: Opportunity
Opportunity	A Case Manager can view opportunity a member of an access group associated to the opportunity	Role: Access Groups Enablement Privilege: View Opportunity (Data) Resource: Opportunity
Partner Profile	A Case Manager can manage partner account a member of an access group associated to the partner with update access	Role: Access Groups Enablement Privilege: Manage Partner Account (Data) Resource: Partner Profile
Partner Profile	A Case Manager can update partner account a member of an access group associated to the partner with update access	Role: Access Groups Enablement Privilege: Update Partner Account (Data) Resource: Partner Profile
Partner Program Enrollment	A Case Manager can manage partner program enrollment a member of an access group associated to the partner program enrollment with delete access	Role: Access Groups Enablement Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment
Partner Program Enrollment	A Case Manager can manage partner program enrollment a member of an access group associated to the partner program enrollment with update access	Role: Access Groups Enablement Privilege: Manage Partner Program Enrollment (Data) Resource: Partner Program Enrollment
Partner Program Enrollment	A Case Manager can view partner program enrollment a member of an access group associated to the partner program enrollment	Role: Access Groups Enablement Privilege: View Partner Program Enrollment (Data) Resource: Partner Program Enrollment
Price Book	A Case Manager can delete price book a member of an access group associated to the price book with delete access	Role: Access Groups Enablement Privilege: Delete Price Book (Data) Resource: Price Book
Price Book	A Case Manager can update price book a member of an access group associated to the price book with update access	Role: Access Groups Enablement Privilege: Update Price Book (Data) Resource: Price Book
Price Book	A Case Manager can view price book a member of an access group associated to the price book	Role: Access Groups Enablement Privilege: View Price Book (Data) Resource: Price Book
Product Group	A Case Manager can delete product group a member of an access group associated to the product group with delete access	Role: Access Groups Enablement Privilege: Delete Product Group (Data) Resource: Product Group
Product Group	A Case Manager can update product group a member of an access group associated to the product group with update access	Role: Access Groups Enablement Privilege: Update Product Group (Data) Resource: Product Group
Product Group	A Case Manager can view product group a member of an access group associated to the product group	Role: Access Groups Enablement Privilege: View Product Group (Data) Resource: Product Group
Products	A Case Manager can delete product a member of an access group associated to the product with delete access	Role: Access Groups Enablement Privilege: Delete Product (Data) Resource: Products
Products	A Case Manager can update product a member of an access group associated to the product with update access	Role: Access Groups Enablement Privilege: Update Product (Data) Resource: Products
Products	A Case Manager can view product a member of an access group associated to the product	Role: Access Groups Enablement Privilege: View Product (Data) Resource: Products
Sales Business Plan	A Case Manager can delete sales business plan a member of an access group associated to the business plan with delete access	Role: Access Groups Enablement Privilege: Delete Sales Business Plan (Data) Resource: Sales Business Plan
Sales Business Plan	A Case Manager can update sales business plan general a member of an access group associated to the business plan with update access	Role: Access Groups Enablement Privilege: Update Sales Business Plan General (Data) Resource: Sales Business Plan
Sales Business Plan	A Case Manager can update sales business plan status a member of an access group associated to the business plan with full access	Role: Access Groups Enablement Privilege: Update Sales Business Plan Status (Data) Resource: Sales Business Plan
Sales Business Plan	A Case Manager can view sales business plan a member of an access group associated to the business plan	Role: Access Groups Enablement Privilege: View Sales Business Plan (Data) Resource: Sales Business Plan
Sales Business Plan Team	A Case Manager can manage sales business plan team a member of an access group associated to the business plan with full access	Role: Access Groups Enablement Privilege: Manage Sales Business Plan Team (Data) Resource: Sales Business Plan Team
Sales Competitor	A Case Manager can manage sales competitor a member of an access group associated to the sales competitor with update access	Role: Access Groups Enablement Privilege: Manage Sales Competitor (Data) Resource: Sales Competitor
Sales Competitor	A Case Manager can view sales competitor a member of an access group associated to the sales competitor	Role: Access Groups Enablement Privilege: View Sales Competitor (Data) Resource: Sales Competitor
Sales Contests	A Case Manager can delete sales contest a member of an access group associated to the contest with delete access	Role: Access Groups Enablement Privilege: Delete Sales Contest (Data) Resource: Sales Contests
Sales Contests	A Case Manager can update sales contest a member of an access group associated to the contest with update access	Role: Access Groups Enablement Privilege: Update Sales Contest (Data) Resource: Sales Contests
Sales Contests	A Case Manager can view sales contest a member of an access group associated to the contest	Role: Access Groups Enablement Privilege: View Sales Contest (Data) Resource: Sales Contests
Sales Forecast	A Case Manager can delete sales forecast participants a member of an access group associated to the sales forecast with delete access	Role: Access Groups Enablement Privilege: Delete Sales Forecast Participants (Data) Resource: Sales Forecast
Sales Forecast	A Case Manager can update sales forecast participants a member of an access group associated to the sales forecast with update access	Role: Access Groups Enablement Privilege: Update Sales Forecast Participants (Data) Resource: Sales Forecast
Sales Forecast	A Case Manager can view sales forecast participants a member of an access group associated to the sales forecast with read access	Role: Access Groups Enablement Privilege: View Sales Forecast Participants (Data) Resource: Sales Forecast
Sales Forecast Item	A Case Manager can manage sales forecast item a member of an access group associated to the territory forecast with full access	Role: Access Groups Enablement Privilege: Manage Sales Forecast Item (Data) Resource: Sales Forecast Item
Sales Forecast Participant	A Case Manager can manage sales forecast participant a member of an access group associated to the territory forecast with full access	Role: Access Groups Enablement Privilege: Manage Sales Forecast Participant (Data) Resource: Sales Forecast Participant
Sales Goal Participants	A Case Manager can delete sales goal participants a member of an access group associated to the goal participant with delete access	Role: Access Groups Enablement Privilege: Delete Sales Goal Participants (Data) Resource: Sales Goal Participants
Sales Goal Participants	A Case Manager can update sales goal participants a member of an access group associated to the goal participant with update access	Role: Access Groups Enablement Privilege: Update Sales Goal Participants (Data) Resource: Sales Goal Participants
Sales Goal Participants	A Case Manager can view sales goal participants a member of an access group associated to the goal participant	Role: Access Groups Enablement Privilege: View Sales Goal Participants (Data) Resource: Sales Goal Participants
Sales Goals	A Case Manager can delete sales goal a member of an access group associated to the goal with delete access	Role: Access Groups Enablement Privilege: Delete Sales Goal (Data) Resource: Sales Goals
Sales Goals	A Case Manager can update sales goal a member of an access group associated to the goal with update access	Role: Access Groups Enablement Privilege: Update Sales Goal (Data) Resource: Sales Goals
Sales Goals	A Case Manager can view sales goal a member of an access group associated to the goal	Role: Access Groups Enablement Privilege: View Sales Goal (Data) Resource: Sales Goals
Sales KPI	A Case Manager can delete sales kpi a member of an access group associated to the kpi with delete access	Role: Access Groups Enablement Privilege: Delete Sales KPI (Data) Resource: Sales KPI
Sales KPI	A Case Manager can update sales kpi a member of an access group associated to the kpi with update access	Role: Access Groups Enablement Privilege: Update Sales KPI (Data) Resource: Sales KPI
Sales KPI	A Case Manager can view sales kpi a member of an access group associated to the kpi	Role: Access Groups Enablement Privilege: View Sales KPI (Data) Resource: Sales KPI
Sales Lead	A Case Manager can convert sales lead a member of an access group associated to the sales lead with full access	Role: Access Groups Enablement Privilege: Convert Sales Lead (Data) Resource: Sales Lead
Sales Lead	A Case Manager can delete sales lead a member of an access group associated to the sales lead with delete access	Role: Access Groups Enablement Privilege: Delete Sales Lead (Data) Resource: Sales Lead
Sales Lead	A Case Manager can update sales lead a member of an access group associated to the sales lead with update access	Role: Access Groups Enablement Privilege: Update Sales Lead (Data) Resource: Sales Lead
Sales Lead	A Case Manager can view sales lead a member of an access group associated to the sales lead	Role: Access Groups Enablement Privilege: View Sales Lead (Data) Resource: Sales Lead
Sales Objective	A Case Manager can delete sales objective a member of an access group associated to the sales business plan with delete access	Role: Access Groups Enablement Privilege: Delete Sales Objective (Data) Resource: Sales Objective
Sales Objective	A Case Manager can update sales objective attainment a member of an access group associated to the sales business plan with full access	Role: Access Groups Enablement Privilege: Update Sales Objective Attainment (Data) Resource: Sales Objective
Sales Objective	A Case Manager can update sales objective general a member of an access group associated to the sales business plan with update access	Role: Access Groups Enablement Privilege: Update Sales Objective General (Data) Resource: Sales Objective
Sales Objective	A Case Manager can view sales objective a member of an access group associated to the sales business plan	Role: Access Groups Enablement Privilege: View Sales Objective (Data) Resource: Sales Objective
Sales Objects	A Case Manager can view standard file import export object type for all standard file import export objects that are accessible for conversation message administration	Role: Conversation Message Administration Privilege: View Standard File Import Export Object Type Resource: Sales Objects
Sales Objects	A Case Manager can view standard file import export object type for all standard file import export objects that are accessible for service request power user	Role: Service Request Power User Privilege: View Standard File Import Export Object Type Resource: Sales Objects
Sales Objects	A Case Manager can view standard file import mapping object type for all standard file import export objects that are accessible for service request power user	Role: Service Request Power User Privilege: View Standard File Import Mapping Object Type Resource: Sales Objects
Sales Order	A Case Manager can view sales order a member of an access group associated to the sales order	Role: Access Groups Enablement Privilege: View Sales Order (Data) Resource: Sales Order
Sales Quota Plan	A Case Manager can view sales quota plan a member of an access group associated to the sales quota plan with read access	Role: Access Groups Enablement Privilege: View Sales Quota Plan (Data) Resource: Sales Quota Plan
Sales Resource Quota	A Case Manager can manage sales resource quota a member of an access group associated to the sales resource quota with delete access	Role: Access Groups Enablement Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota
Sales Resource Quota	A Case Manager can manage sales resource quota a member of an access group associated to the sales resource quota with update access	Role: Access Groups Enablement Privilege: Manage Sales Resource Quota (Data) Resource: Sales Resource Quota
Sales Resource Quota	A Case Manager can view sales resource quota a member of an access group associated to the sales resource quota with read access	Role: Access Groups Enablement Privilege: View Sales Resource Quota (Data) Resource: Sales Resource Quota
Sales Territory	A Case Manager can manage sales territory a member of an access group associated to the sales territory with delete access	Role: Access Groups Enablement Privilege: Manage Sales Territory (Data) Resource: Sales Territory
Sales Territory	A Case Manager can manage sales territory a member of an access group associated to the sales territory with update access	Role: Access Groups Enablement Privilege: Manage Sales Territory (Data) Resource: Sales Territory
Sales Territory	A Case Manager can view sales territory a member of an access group associated to the sales territory with read access	Role: Access Groups Enablement Privilege: View Sales Territory (Data) Resource: Sales Territory
Sales Territory Proposal	A Case Manager can manage sales territory proposal a member of an access group associated to the sales territory proposal with delete access	Role: Access Groups Enablement Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal
Sales Territory Proposal	A Case Manager can manage sales territory proposal a member of an access group associated to the sales territory proposal with update access	Role: Access Groups Enablement Privilege: Manage Sales Territory Proposal (Data) Resource: Sales Territory Proposal
Sales Territory Proposal	A Case Manager can view sales territory proposal a member of an access group associated to the sales territory proposal with read access	Role: Access Groups Enablement Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal
Self Service Registration	A Case Manager can manage self service registration for all self service registrations	Role: Service Request Power User Privilege: Manage Self Service Registration (Data) Resource: Self Service Registration
Self Service Role	A Case Manager can manage self service role for all self service roles	Role: Service Request Power User Privilege: Manage Self Service Role (Data) Resource: Self Service Role
Self Service User	A Case Manager can manage self service user for all self service users	Role: Service Request Power User Privilege: Manage Self Service User (Data) Resource: Self Service User
Service Assignment Queue	A Case Manager can manage service queue for all customer relationship management service queues	Role: Service Request Power User Privilege: Manage Service Queue (Data) Resource: Service Assignment Queue
Service Category	A Case Manager can delete service category a member of an access group associated to the service category with delete access	Role: Access Groups Enablement Privilege: Delete Service Category (Data) Resource: Service Category
Service Category	A Case Manager can manage service category for all customer relationship management service categories	Role: Service Request Power User Privilege: Manage Service Category (Data) Resource: Service Category
Service Category	A Case Manager can update service category a member of an access group associated to the service category with update access	Role: Access Groups Enablement Privilege: Update Service Category (Data) Resource: Service Category
Service Category	A Case Manager can view service category a member of an access group associated to the service category	Role: Access Groups Enablement Privilege: View Service Category (Data) Resource: Service Category
Service Interaction Header	A Case Manager can manage service interaction for all crm interactions	Role: Conversation Message Administration Privilege: Manage Service Interaction (Data) Resource: Service Interaction Header
Service Interaction Header	A Case Manager can manage service interaction for all crm interactions	Role: Service Request Power User Privilege: Manage Service Interaction (Data) Resource: Service Interaction Header
Service Profile	A Case Manager can delete service profile a member of an access group associated to the service profile with delete access	Role: Access Groups Enablement Privilege: Delete Service Profile (Data) Resource: Service Profile
Service Profile	A Case Manager can update service profile a member of an access group associated to the service profile with update access	Role: Access Groups Enablement Privilege: Update Service Profile (Data) Resource: Service Profile
Service Profile	A Case Manager can view service profile a member of an access group associated to the service profile	Role: Access Groups Enablement Privilege: View Service Profile (Data) Resource: Service Profile
Service Profile	A Case Manager can view service profile for all service profiles	Role: Service Request Power User Privilege: View Service Profile (Data) Resource: Service Profile
Service Request Header	A Case Manager can delete service request header a member of an access group associated to the service request with delete access	Role: Access Groups Enablement Privilege: Delete Service Request Header (Data) Resource: Service Request Header
Service Request Header	A Case Manager can update service request header a member of an access group associated to the service request with update access	Role: Access Groups Enablement Privilege: Update Service Request Header (Data) Resource: Service Request Header
Service Request Header	A Case Manager can view service request header a member of an access group associated to the service request	Role: Access Groups Enablement Privilege: View Service Request Header (Data) Resource: Service Request Header
Service Request Message	A Case Manager can delete service request message a member of an access group associated to the sr message with delete access	Role: Access Groups Enablement Privilege: Delete Service Request Message (Data) Resource: Service Request Message
Service Request Message	A Case Manager can manage service request message for all service request messages	Role: Service Request Power User Privilege: Manage Service Request Message (Data) Resource: Service Request Message
Service Request Message	A Case Manager can update service request message a member of an access group associated to the sr message with update access	Role: Access Groups Enablement Privilege: Update Service Request Message (Data) Resource: Service Request Message
Service Request Message	A Case Manager can view service request message a member of an access group associated to the sr message	Role: Access Groups Enablement Privilege: View Service Request Message (Data) Resource: Service Request Message
Service Request Resource	A Case Manager can manage service request resource for all service request resources	Role: Service Request Power User Privilege: Manage Service Request Resource (Data) Resource: Service Request Resource
Smart Text	A Case Manager can manage smart text all customer relationship management smart texts	Role: Service Request Power User Privilege: Manage Smart Text (Data) Resource: Smart Text
Subscription	A Case Manager can manage subscription a member of an access group associated to the subscription with delete access	Role: Access Groups Enablement Privilege: Manage Subscription (Data) Resource: Subscription
Subscription	A Case Manager can update subscription a member of an access group associated to the subscription with update access	Role: Access Groups Enablement Privilege: Update Subscription (Data) Resource: Subscription
Subscription	A Case Manager can view subscription a member of an access group associated to the subscription	Role: Access Groups Enablement Privilege: View Subscription (Data) Resource: Subscription
Survey	A Case Manager can view survey for all customer relationship management surveys	Role: Service Request Power User Privilege: View Survey (Data) Resource: Survey
Survey Request	A Case Manager can manage survey request where they or their subordinate is the owner of the survey request	Role: Service Request Power User Privilege: Manage Survey Request (Data) Resource: Survey Request
Trading Community Contact Preference	A Case Manager can manage trading community legal contact preference a member of an access group associated to contact preferences.	Role: Access Groups Enablement Privilege: Manage Trading Community Legal Contact Preference (Data) Resource: Trading Community Contact Preference
Trading Community Duplicate Identification Batch	A Case Manager can manage trading community duplicate identification batch a member of an access group associated to the duplicate identification batch with delete access	Role: Access Groups Enablement Privilege: Manage Trading Community Duplicate Identification Batch (Data) Resource: Trading Community Duplicate Identification Batch
Trading Community Duplicate Identification Batch	A Case Manager can manage trading community duplicate identification batch a member of an access group associated to the duplicate identification batch with update access	Role: Access Groups Enablement Privilege: Manage Trading Community Duplicate Identification Batch (Data) Resource: Trading Community Duplicate Identification Batch
Trading Community Duplicate Identification Batch	A Case Manager can view trading community duplicate identification batch a member of an access group associated to the duplicate identification batch with view access	Role: Access Groups Enablement Privilege: View Trading Community Duplicate Identification Batch (Data) Resource: Trading Community Duplicate Identification Batch
Trading Community Duplicate Resolution Request	A Case Manager can manage trading community duplicate resolution request a member of an access group associated to the duplicate resolution request with delete access	Role: Access Groups Enablement Privilege: Manage Trading Community Duplicate Resolution Request (Data) Resource: Trading Community Duplicate Resolution Request
Trading Community Duplicate Resolution Request	A Case Manager can manage trading community duplicate resolution request a member of an access group associated to the duplicate resolution request with update access	Role: Access Groups Enablement Privilege: Manage Trading Community Duplicate Resolution Request (Data) Resource: Trading Community Duplicate Resolution Request
Trading Community Duplicate Resolution Request	A Case Manager can view trading community duplicate resolution request a member of an access group associated to the duplicate resolution request with view access	Role: Access Groups Enablement Privilege: View Trading Community Duplicate Resolution Request (Data) Resource: Trading Community Duplicate Resolution Request
Trading Community Party	A Case Manager can manage sales party a member of an access group associated to the account with full access	Role: Access Groups Enablement Privilege: Manage Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can manage sales party a member of an access group associated to the contact with full access	Role: Access Groups Enablement Privilege: Manage Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can manage sales party a member of an access group associated to the household with full access	Role: Access Groups Enablement Privilege: Manage Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can manage sales party a member of an access group associated to the partner contact with delete access	Role: Access Groups Enablement Privilege: Manage Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can manage sales party a member of an access group associated to the partner contact with update access	Role: Access Groups Enablement Privilege: Manage Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can update sales party a member of an access group associated to the account with delete access	Role: Access Groups Enablement Privilege: Update Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can update sales party a member of an access group associated to the account with update access	Role: Access Groups Enablement Privilege: Update Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can update sales party a member of an access group associated to the contact with delete access	Role: Access Groups Enablement Privilege: Update Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can update sales party a member of an access group associated to the contact with update access	Role: Access Groups Enablement Privilege: Update Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can update sales party a member of an access group associated to the household with delete access	Role: Access Groups Enablement Privilege: Update Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can update sales party a member of an access group associated to the household with update access	Role: Access Groups Enablement Privilege: Update Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can view sales party a member of an access group associated to the account	Role: Access Groups Enablement Privilege: View Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can view sales party a member of an access group associated to the contact	Role: Access Groups Enablement Privilege: View Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can view sales party a member of an access group associated to the household	Role: Access Groups Enablement Privilege: View Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can view sales party a member of an access group associated to the partner	Role: Access Groups Enablement Privilege: View Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can view sales party a member of an access group associated to the partner contact	Role: Access Groups Enablement Privilege: View Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can view sales party a member of an access group associated to the sales competitor	Role: Access Groups Enablement Privilege: View Sales Party (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can view trading community contact a member of an access group associated to the contact	Role: Access Groups Enablement Privilege: View Trading Community Contact (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can view trading community contact a member of an access group associated to the partner contact	Role: Access Groups Enablement Privilege: View Trading Community Contact (Data) Resource: Trading Community Party
Trading Community Party	A Case Manager can view trading community resource a member of an access group associated to the resource	Role: Access Groups Enablement Privilege: View Trading Community Resource (Data) Resource: Trading Community Party
Trading Community Relationship	A Case Manager can view trading community relationship a member of an access group associated to the account	Role: Access Groups Enablement Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship
Trading Community Relationship	A Case Manager can view trading community relationship a member of an access group associated to the contact	Role: Access Groups Enablement Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship
Trading Community Relationship	A Case Manager can view trading community relationship a member of an access group associated to the household	Role: Access Groups Enablement Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship
Trading Community Relationship	A Case Manager can view trading community relationship a member of an access group associated to the partner contact	Role: Access Groups Enablement Privilege: View Trading Community Relationship (Data) Resource: Trading Community Relationship
Trading Community Resource Profile	A Case Manager can manage trading community resource address a member of an access group associated to the resource with update access	Role: Access Groups Enablement Privilege: Manage Trading Community Resource Address (Data) Resource: Trading Community Resource Profile
Trading Community Resource Profile	A Case Manager can manage trading community resource contact point information a member of an access group associated to the resource with update access	Role: Access Groups Enablement Privilege: Manage Trading Community Resource Contact Point Information (Data) Resource: Trading Community Resource Profile
Trading Community Resource Profile	A Case Manager can manage trading community resource skill a member of an access group associated to the resource with update access	Role: Access Groups Enablement Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Profile
Trading Community Resource Profile	A Case Manager can remove trading community resource a member of an access group associated to the resource with delete access	Role: Access Groups Enablement Privilege: Remove Trading Community Resource (Data) Resource: Trading Community Resource Profile
Trading Community Resource Profile	A Case Manager can update trading community resource a member of an access group associated to the resource with full access	Role: Access Groups Enablement Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource Profile