Case Worker (Job Role)

A case worker is responsible for day-to-day assistance for an individual, family or group. Cases (which may be applications for benefits, reports of welfare issues or abuse, or other matters to investigate) are allocated to case workers, who are responsible for assessing the requirements of each case, identifying government programs or other resources (for example, community groups) which can assist, and following up to track progress and suggest alternative plans if required. Some government programs require case workers to work in the field. For example, locating people who require assistance such as the homeless, visiting less mobile members of the community such as elderly, and assessing benefit applicants and recipients living environments.

Role Hierarchy

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

  • Case Worker
    • Access Groups Enablement

    • Case Execution

    • Conversation Message Management

    • Service Request Contributor

Duties

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

Duty Role Description

Access Groups Enablement

Enables the Access Groups functionality.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Conversation Message Management

Has basic conversation message management capabilities such as create messages and reply to messages. Would not be able to change a reply to ready to send status or delete a message.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Privileges

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

Granted Role Granted Role Description Privilege Privilege Description

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Compose Internal Note for Case

Allows users to compose an internal note for a case

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Create Action Plan

Allows creation of an Action Plan.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Create Case

Allows user to create case records

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Create Case Conversation

Allows the user to create a converation on the case object.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Create Object Link

Allows the user to create an object link.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Edit Action Plan

Allows edit of an Action Plan.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Edit Case

Allows user to edit case attributes

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Export Workspace Data

Allows users to export data in Workspace

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Manage Case Activities

Allows user to manage activities for a case such as edit or delete

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Manage Case Attachments

Allows the user to manage attachments for a case such as add or delete.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Manage Case Contacts

Allows user to manage contacts for a case such as add or delete

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Manage Case Conversations

Allows the user to manage conversations for a case such as add or delete.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Manage Case Household

Allows user to manage household for a case such as add or delete

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Manage Case Messages

Allows user to manage messages for a case such as edit or delete

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

Manage Outbound Message

Allows a user to create, update, delete and view outbound messages.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

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 Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

View Action Plan

Allows viewing of an Action Plan.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

View Audit History

Allows to view the audit history of all the business object attributes enabled for auditing.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

View Case

Allows user to view case records

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

View Case Attachments

Allows the user to view the attachments for a case.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

View Case Conversations

Allows the user to view the conversations for a case.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

View Case Team Members

Allows user to view team members for a case

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

View Case Worker Dashboard

Allows the user to view the case worker dashboard. The case worker dashboard contains analytical reports to help the case worker's daily work.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

View Object Link

Allows the user to view an object link.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

View Sales Group

Allows viewing a sales group

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

View Sales Organization

Allows viewing of the sales organization.

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

View Sales Party Contact

Allows viewing of sales party contact information.

Conversation Message Management

Has basic conversation message management capabilities such as create messages and reply to messages. Would not be able to change a reply to ready to send status or delete a message.

Manage Outbound Message

Allows a user to create, update, delete and view outbound messages.

Conversation Message Management

Has basic conversation message management capabilities such as create messages and reply to messages. Would not be able to change a reply to ready to send status or delete a message.

Participate in Collaboration Conversation

Allows a user to participate in a collaboration conversation.

Conversation Message Management

Has basic conversation message management capabilities such as create messages and reply to messages. Would not be able to change a reply to ready to send status or delete a message.

Participate in Customer Conversation

Allows a user to participate in a customer conversation.

Conversation Message Management

Has basic conversation message management capabilities such as create messages and reply to messages. Would not be able to change a reply to ready to send status or delete a message.

Use REST Service to View All Workers

Allows the user to view all workers using REST API.

Conversation Message Management

Has basic conversation message management capabilities such as create messages and reply to messages. Would not be able to change a reply to ready to send status or delete a message.

View Conversation Message

Allows a user to view a conversation message.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Access Feed View

Allows access to view feeds.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

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 Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Cancel Service Work Order

Allows canceling of a service work order.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Compose Customer Message

Allows composing a customer message for a SR

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Compose Internal Note

Allows composing an internal note for a SR

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Create Activity

Allows creating activities.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Create Knowledge Tasks

Allows users to suggest improvements to knowledge articles.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Create Object Link

Allows the user to create an object link.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Create Service Request

Allows creation of a service request

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Create Tag

Allows the user to create tags.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Delete Activity

Allows deleting activities.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Delete Service Request Attachment

Allows deleting an attachment from an SR or SR message.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Download Attachment of an SR or SR Message

Allows downloading an attachment of an SR or SR Message.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Edit Service Request

Allows editing of a service request

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Edit Service Work Order

Allows editing of a service work order.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Edit Work Order Technician Access Schedule

Allows editing of a technician access schedule on the work order.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Forward Service Request

Allows forwarding a SR

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Get Customer Assets by Service

Allows query of customer assets using a service.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Get Service Request Follow Notifications

Allows the user to get notifications when they follow a service request.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Manage Depot Repair Order Details

Allows the user to manage depot repair order details.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Manage Inventory Reservation and Picks

Allows management of inventory reservations and picks.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Manage Part Orders

Allows creating and managing part orders for a work order and service request.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Manage SR Contacts

Allows adding/removing a contact from a service request.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Manage SR Team Member

Allows adding/removing a team member to a SR

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Manage Signature

Allows the user to create or update a personal signature.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Manage Work Order Debrief and Estimates

Allows the user to manage work order debrief and estimates.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Override Part Order Pricing

Allows the user to manually override the part order price.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

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 Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Reschedule Service Work Order

Allows rescheduling of a service work order.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Update Activity

Allows editing activities.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Update Primary Contact

Allows manual update of Primary Contact field.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Update Service Request Business Unit

Allows updating the business unit on the service request.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

Use Location Service

Allows use of the location service

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Activity

Allows viewing activities.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Attachment

Allows viewing attachments on a SR or SR Message

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Installed Base Assets

Allows viewing the installed Base assets.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Interactions

Allows viewing of interactions history.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Knowledge within Service Request

Allows viewing of knowledge base components within the service request UI.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Object Link

Allows the user to view an object link.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Service Center

Allows viewing of Service Center.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Service Profile

Allows viewing of service profiles.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Service Request

Allows viewing of service request(s).

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Service Request Activities

Allows viewing of service request activities tab and its contents.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Service Request Team

Allows viewing of service request team tab and its contents.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Service Work Order

Allows viewing of service work order(s).

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Service Work Order Audit History

Allows viewing of service work order audit history.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Subscription Entitlements

Change the subscription user status

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Survey Integration Framework Template

Allows the user to view the survey integration framework template and its details.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Survey Requests

Allows the user to view survey requests.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

View Technician Access Schedules

Allows viewing of a technician access schedules.

Service Request Contributor

Can create Service Requests and help with resolution of the Service Request. Has basic Service Request Management capabilities. Would not be able to respond to customer, assign SR to a user or change the status of a SR.

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 Worker job role.

Business Object Policy Description Policy Store Implementation

Activity

A Case Worker 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 Worker 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 Worker 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 Worker can delete application attachment for all service categories that are visible to internal users

Role: Service Request Contributor

Privilege: Delete Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Case Worker can read application attachment for all service categories that are visible to internal users

Role: Service Request Contributor

Privilege: Read Application Attachment

Resource: Application Attachment Category

Application Attachment Category

A Case Worker can update application attachment for all service categories that are visible to internal users

Role: Service Request Contributor

Privilege: Update Application Attachment

Resource: Application Attachment Category

CRM Asset

A Case Worker 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 Worker 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 Worker 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 Worker can update case message where they are creator of a message

Role: Case Execution

Privilege: Update Case Message (Data)

Resource: Case Messages

Case Messages

A Case Worker can view case message for all case messages.

Role: Case Execution

Privilege: View Case Message (Data)

Resource: Case Messages

Case Resources

A Case Worker can view case resource for all case resources.

Role: Case Execution

Privilege: View Case Resource (Data)

Resource: Case Resources

Cases

A Case Worker 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 Worker can manage case header where the case is assigned to them or their subordinate.

Role: Case Execution

Privilege: Manage Case Header (Data)

Resource: Cases

Cases

A Case Worker 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 Worker 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

Cases

A Case Worker can view case header for all cases.

Role: Case Execution

Privilege: View Case Header (Data)

Resource: Cases

Conversation

A Case Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker can manage field service work order where they or their subordinate created the field service work order

Role: Service Request Contributor

Privilege: Manage Field Service Work Order (Data)

Resource: Field Service Work Order

Field Service Work Order

A Case Worker can manage field service work order where they or their subordinate created the service request associated with the field service work order

Role: Service Request Contributor

Privilege: Manage Field Service Work Order (Data)

Resource: Field Service Work Order

Field Service Work Order

A Case Worker can manage field service work order where they or their subordinate is a member of the field service work order account team

Role: Service Request Contributor

Privilege: Manage Field Service Work Order (Data)

Resource: Field Service Work Order

Field Service Work Order

A Case Worker can manage field service work order where they or their subordinate is a member of the field service work order contact team

Role: Service Request Contributor

Privilege: Manage Field Service Work Order (Data)

Resource: Field Service Work Order

Field Service Work Order

A Case Worker can manage field service work order where they or their subordinate is a member of the service request team associated with the field service work order

Role: Service Request Contributor

Privilege: Manage Field Service Work Order (Data)

Resource: Field Service Work Order

Field Service Work Order

A Case Worker can manage field service work order where they or their subordinate is assigned to a field service work order

Role: Service Request Contributor

Privilege: Manage Field Service Work Order (Data)

Resource: Field Service Work Order

Field Service Work Order

A Case Worker 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 Worker 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

Inventory Reservation

A Case Worker can manage inventory reservation for the inventory organizations in which they can operate

Role: Service Request Contributor

Privilege: Manage Inventory Reservation (Data)

Resource: Inventory Organization Parameter

Location

A Case Worker can manage location for all locations in the enterprise

Role: Service Request Contributor

Privilege: Manage Location (Data)

Resource: Location

Location

A Case Worker can manage location for all reference data sets in the enterprise

Role: Service Request Contributor

Privilege: Manage Location (Data)

Resource: Location

MDF Budget

A Case Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Order

A Case Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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

Service Assignment Queue

A Case Worker can manage service queue for all customer relationship management service queues

Role: Service Request Contributor

Privilege: Manage Service Queue (Data)

Resource: Service Assignment Queue

Service Category

A Case Worker 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 Worker can manage service category for all customer relationship management service categories

Role: Service Request Contributor

Privilege: Manage Service Category (Data)

Resource: Service Category

Service Category

A Case Worker 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 Worker 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 Worker can manage service interaction for all crm interactions

Role: Conversation Message Management

Privilege: Manage Service Interaction (Data)

Resource: Service Interaction Header

Service Interaction Header

A Case Worker can manage service interaction for all crm interactions

Role: Service Request Contributor

Privilege: Manage Service Interaction (Data)

Resource: Service Interaction Header

Service Profile

A Case Worker 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 Worker 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 Worker 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 Worker can view service profile for all service profiles

Role: Service Request Contributor

Privilege: View Service Profile (Data)

Resource: Service Profile

Service Request Header

A Case Worker 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 Worker can manage service request header where they are the owner or a team member of the case

Role: Case Execution

Privilege: Manage Service Request Header (Data)

Resource: Service Request Header

Service Request Header

A Case Worker 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 Worker 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 Header

A Case Worker can view service request header for all service requests where they are on the case team.

Role: Case Execution

Privilege: View Service Request Header (Data)

Resource: Service Request Header

Service Request Message

A Case Worker 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 Worker can manage service request message where service request messages are not marked as draft

Role: Service Request Contributor

Privilege: Manage Service Request Message (Data)

Resource: Service Request Message

Service Request Message

A Case Worker 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 Worker 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 Worker can manage service request resource for all service request resources

Role: Service Request Contributor

Privilege: Manage Service Request Resource (Data)

Resource: Service Request Resource

Subscription

A Case Worker 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 Worker 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 Worker 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 Worker can view survey for all customer relationship management surveys

Role: Service Request Contributor

Privilege: View Survey (Data)

Resource: Survey

Survey Request

A Case Worker can manage survey request where they or their subordinate is the owner of the survey request

Role: Service Request Contributor

Privilege: Manage Survey Request (Data)

Resource: Survey Request

Trading Community Contact Preference

A Case Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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 Worker 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