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.
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Case Worker
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Access Groups Enablement
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Case Execution
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Conversation Message Management
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Service Request Contributor
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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 |