Customer Service Representative (Job Role)
A resource that is typically assigned to a contact center to answer customer inquiries and resolve customer problems. Can respond to inquiries such as frequently asked questions, troubleshooting assistance, order status or order entry, or other transactions. This individual usually is assigned to serve a group of customers or support other customer-facing resources to resolve issues.
Role Hierarchy
The Customer Service Representative job role directly and indirectly inherits these roles.
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Customer Service Representative
-
Access Groups Enablement
-
Conversation Message Management
-
Knowledge Home for Service
-
Loyalty Member Services
-
Loyalty Service Manager
-
Read CRM documents on content server
-
Resource
-
Access Groups Enablement
-
Use User Details Service
-
-
Sales Change History Inquiry for Service
-
Service Profile Management
-
Service Request Troubleshooter
-
Service Sales Party Management
-
Upload data for Standard Text Folders Import
-
Upload data for Standard Text Import
-
Upload data for Standard Text Variable Import
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Duties
This table lists the duties assigned directly and indirectly to the Customer Service Representative job role.
Duty Role | Description |
---|---|
Access Groups Enablement |
Enables the Access Groups functionality. |
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. |
Knowledge Home for Service |
Knowledge Home duty role strictly for service access |
Loyalty Member Services |
Manages all aspects of a Loyalty Member and Transaction |
Loyalty Service Manager |
Provides read only access to all aspects of a Loyalty Program and Promotion |
Read CRM documents on content server |
Allows to read CRM documents from content server repository. |
Sales Change History Inquiry for Service |
View change history of sales and service business objects for members within the service organization. |
Service Profile Management |
Manages all aspects of a service profile. Cannot delete service profiles. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Upload data for Standard Text Folders Import |
Allows to upload data file to import Standard Text Folders related data. |
Upload data for Standard Text Import |
Allows to upload data file to import Standard Text related data. |
Upload data for Standard Text Variable Import |
Allows to upload data file to import Standard Text Variable related data. |
Aggregate Privileges
This table lists aggregate privileges assigned directly and indirectly to the Customer Service Representative job role.
Aggregate Privilege | Description |
---|---|
Use User Details Service |
Creates or updates users during person synchronizations. |
Privileges
This table lists privileges granted to duties of the Customer Service Representative job role.
Granted Role | Granted Role Description | Privilege | Privilege Description |
---|---|---|---|
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. |
Customer Service Representative |
A resource that is typically assigned to a contact center to answer customer inquiries and resolve customer problems. Can respond to inquiries such as frequently asked questions, troubleshooting assistance, order status or order entry, or other transactions. This individual usually is assigned to serve a group of customers or support other customer-facing resources to resolve issues. |
Export Workspace Data |
Allows users to export data in Workspace |
Customer Service Representative |
A resource that is typically assigned to a contact center to answer customer inquiries and resolve customer problems. Can respond to inquiries such as frequently asked questions, troubleshooting assistance, order status or order entry, or other transactions. This individual usually is assigned to serve a group of customers or support other customer-facing resources to resolve issues. |
View Smart Actions |
Allows read and view access to Smart Actions Framework data. |
Knowledge Home for Service |
Knowledge Home duty role strictly for service access |
Access Knowledge Home in Service |
Allow accessing Knowledge Home under Service. |
Knowledge Home for Service |
Knowledge Home duty role strictly for service access |
Use REST Service to View Products |
Allows viewing product data using REST API |
Loyalty Member Services |
Manages all aspects of a Loyalty Member and Transaction |
Manage Member |
Allow User to view, Create, Edit, Delete Member |
Loyalty Member Services |
Manages all aspects of a Loyalty Member and Transaction |
Manage Transaction |
Allows View, create, update and delete of Transactions |
Loyalty Service Manager |
Provides read only access to all aspects of a Loyalty Program and Promotion |
View Loyalty Promotion |
Allow User to view all aspects of Loyalty Promotion including the promotion rules |
Loyalty Service Manager |
Provides read only access to all aspects of a Loyalty Program and Promotion |
View Program |
Allows User to view all aspects of a Loyalty Program |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Organization Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Organization Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Organization Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Organization Address Use |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Organization Classification Code Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Organization Contact |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Organization Contact Preference |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Organization Contact Responsibility |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Organization E-Mail |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Organization Instant Messenger |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Organization Phone |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Organization Relationship |
Allows specification of organization relationship information. If assigning, also assign the ability to view the trading community organization relationship. |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Organization Web Page |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Person Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Person Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Person Address Use |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Person Classification Code Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Person Contact Preference |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Person Email |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Person Instant Messenger |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Person Phone |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Person Relationship |
Allows the specification of person relationship information. If assigning, also assign the ability to view the trading community person relationship. |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Person Web Page |
Not Available |
Resource |
Identifies the person as front office personnel. |
Add Trading Community Resource to My Social Network |
Allows the addition of a resource to their social network. |
Resource |
Identifies the person as front office personnel. |
Contact Trading Community Resource |
Allows emailing, calling, and instant messenging a resource. If assigning, also assign the ability to view trading community resource details. |
Resource |
Identifies the person as front office personnel. |
Correct Trading Community Organization Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
Correct Trading Community Person Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
Edit Trading Community Resource Profile |
Allows the update of resource profile information. If assigning, also assign the ability to view the trading community resource profile. |
Resource |
Identifies the person as front office personnel. |
Enter Trading Community Organization Information |
Allows the specification of organization information. |
Resource |
Identifies the person as front office personnel. |
Enter Trading Community Person |
Allows the specification of person information. If assigning, also assign the ability to view the trading community person. |
Resource |
Identifies the person as front office personnel. |
Enter Trading Community Person Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Location |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Organization |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Organization Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Organization Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Organization Addresses |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Organization Classification Code Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Organization Contact Points |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Organization Contact Preferences |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Organization Relationship |
Allows the export of organization relationship information. If assigning, also assign the ability to view the trading community organization relationship. |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Person |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Person Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Person Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Person Addresses |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Person Classification Code Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Person Contact Points |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Person Contact Preferences |
Not Available |
Resource |
Identifies the person as front office personnel. |
Export Trading Community Person Relationship |
Allows the export of person relationship information. If assigning, also assign the ability to view the trading community person relationship. |
Resource |
Identifies the person as front office personnel. |
Manage Application Tree |
Manage application trees and tree versions |
Resource |
Identifies the person as front office personnel. |
Manage Application Tree Label |
Manage application tree labels |
Resource |
Identifies the person as front office personnel. |
Manage Organization Attachments |
Allows the specification of attachments, such as documents, with an organization. |
Resource |
Identifies the person as front office personnel. |
Manage Organization Interactions |
Allows the specification of interactions for an organization. |
Resource |
Identifies the person as front office personnel. |
Manage Organization Notes |
Allows the entry of organization notes. |
Resource |
Identifies the person as front office personnel. |
Manage Person Attachments |
Allows the specification of how attachments like pictures can be associated with a person. |
Resource |
Identifies the person as front office personnel. |
Manage Person Interactions |
Allows the specification of interactions for a person. |
Resource |
Identifies the person as front office personnel. |
Manage Person Notes |
Allows the entry of person notes. |
Resource |
Identifies the person as front office personnel. |
Manage Person Talent Profile |
Allows management of talent profile for a person. |
Resource |
Identifies the person as front office personnel. |
Manage Resource Organization Member Descriptive Flexfields |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Group Addresses |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Group Attachments |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Group Classifications |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Group Contact Points |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Group Contact Preferences |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Group Details |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Group Identifiers |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Group Interactions |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Group Names |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Group Notes |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Group Relationships |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Group Source System Mappings |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Group Tasks |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Organization Source System Mapping |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Organization Usage Assignment |
Allows the assignment of usages to an organization. If assigning, also assign the ability to view the trading community organization usage assignment. |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Person Source System Mapping |
Not Available |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Person Usage Assignment |
Allows the specification of party usage assignment to a person. If assigning, also assign the ability to view the trading community person usage assignment. |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Resource Address |
Allows the management of resource addresses. If assigning, also assign the ability to view the trading community resource address. |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Resource Contact Information |
Allows the management of resource contact information. If assigning, also assign the ability to view the trading community resource contact information. |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Resource Note |
Allows the specification of resource notes. If assigning also assign the ability to view the trading community resource note. |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Resource Skills |
Allows the management of resource skills information. If assigning, also assign the ability to view the trading community resource skills. |
Resource |
Identifies the person as front office personnel. |
Manage Trading Community Resource Social Network |
Allows the management of a resource social network. If assigning, also assign the ability to view the trading community resource social network. |
Resource |
Identifies the person as front office personnel. |
Move Trading Community Organization Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
Move Trading Community Person Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Organization Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Organization Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Organization Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Organization Address Use |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Organization Classification Code Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Organization Contact |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Organization Contact Preference |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Organization Contact Responsibility |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Organization E-Mail |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Organization Instant Messenger |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Organization Phone |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Organization Relationship |
Allows the removal of organization relationships. If assigning, also assign the ability to view the trading community organization relationship. |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Organization Web Page |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Person Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Person Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Person Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Person Address Use |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Person Classification Code Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Person Contact Preference |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Person Email |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Person Instant Messenger |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Person Phone |
Not Available |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Person Relationship |
Allows the removal of person relationships. If assigning, also assign the ability to view the trading community person relationship. |
Resource |
Identifies the person as front office personnel. |
Remove Trading Community Person Web Page |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Organization Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Organization Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Organization Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Organization Address Use |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Organization Classification Code Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Organization Contact |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Organization Contact Preference |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Organization Contact Responsibility |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Organization E-Mail |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Organization Instant Messenger |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Organization Phone |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Organization Relationship |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Person Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Person Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Person Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Person Address Use |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Person Classification Code Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Person Contact Preference |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Person Email |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Person Instant Messenger |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Person Phone |
Not Available |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Person Relationship |
Allows the restoration of inactive person relationships. |
Resource |
Identifies the person as front office personnel. |
Restore Trading Community Person Web Page |
Not Available |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Organization Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Organization Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Organization Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Organization Classification Code Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Organization Contact Point |
Not Available |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Organization Relationship |
Allows the search of organization relationships. If assigning, also assign the ability to view the trading community organization relationship. |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Person |
Not Available |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Person Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Person Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Person Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Person Classification |
Not Available |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Person Contact Point |
Not Available |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Person Relationship |
Allows the search of person relationships. If assigning, also assign the ability to view the trading community person relationship. |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Resource |
Allows the search of resources. |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Resource Organization |
Not Available |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Resource Organization Hierarchies |
Allows the search of resource organization hierarchies. If assigning, also assign the ability to view the trading community resource organization hierarchies. |
Resource |
Identifies the person as front office personnel. |
Search Trading Community Resource Team |
Allows the search of resource teams. If assigning, also assign the ability to view the trading community resource team. |
Resource |
Identifies the person as front office personnel. |
Select Trading Community Organization Address as Primary for a Purpose |
Not Available |
Resource |
Identifies the person as front office personnel. |
Select Trading Community Organization Contact Responsibility as Primary |
Not Available |
Resource |
Identifies the person as front office personnel. |
Select Trading Community Organization Contact as Primary |
Not Available |
Resource |
Identifies the person as front office personnel. |
Select Trading Community Person Address as Primary for a Purpose |
Not Available |
Resource |
Identifies the person as front office personnel. |
Submit Organization Merge Request |
Allows the submission of organization merge requests. |
Resource |
Identifies the person as front office personnel. |
Submit Person Merge Request |
Allows the submission of person merge requests. |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Organization |
Allows the update of the organization relationship information. If assigning, also assign the ability to view the trading community organization relationship. |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Organization Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Organization Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Organization Address Use |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Organization Classification Code Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Organization Contact |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Organization Contact Preference |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Organization E-Mail |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Organization Instant Messenger |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Organization Phone |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Organization Relationship |
Allows the update of the organization relationship information. If assigning, also assign the ability to view the trading community organization relationship. |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Organization Web Page |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Person |
Allows the update of person information. If assigning, also assign the ability to view the trading community person. |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Person Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Person Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Person Address Use |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Person Classification Code Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Person Contact Preference |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Person Email |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Person Instant Messenger |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Person Phone |
Not Available |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Person Relationship |
Allows the update of person relationship information. If assigning, also assign the ability to view the trading community person relationship. |
Resource |
Identifies the person as front office personnel. |
Update Trading Community Person Web Page |
Not Available |
Resource |
Identifies the person as front office personnel. |
Upload Trading Community Resource Picture |
Allows the upload of resource pictures. If assigning, also assign the ability to view trading community resource details. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Organization |
Allows exporting, searching, and viewing of organization details such as addresses, classifications, identifiers, and names. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Organization Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Organization Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Organization Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Organization Address Use |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Organization Classification Code Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Organization Contact Point |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Organization Contact Preference |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Organization Relationship |
Allows viewing organization relationships. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Organization Resource Members |
Allows viewing sales, marketing, and partner organization members. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Organization Source System Mapping |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Organization Usage Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Person |
Allows exporting, searching, and viewing of person details such as addresses, classifications, identifiers, and names. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Person Additional Identifier |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Person Additional Name |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Person Address |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Person Address Use |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Person Classification Code Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Person Contact Points |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Person Contact Preference |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Person Relationship |
Allows viewing of person relationship information. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Person Source System Mapping |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Person Usage Assignment |
Not Available |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Address |
Allows viewing of resource addresses. If assigning, also assign the ability to view trading community resource details. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Collaboration Information |
Allows viewing of resource social network information. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Contact Information |
Allows viewing of resource contact information. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Details |
Allows viewing of resource basic information, such as name, primary phone, primary address, and primary e-mail. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Note |
Allows viewing of resource notes. If assigning, also assign the ability to view trading community resource details. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Organization |
Allows viewing of sales, marketing, and partner organization information. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Organization Details |
Allows viewing of sales, marketing, and partner organization membership information. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Organization Hierarchies |
Allows viewing of organization hierarchies for sales, marketing, and partner organizations. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Organization Hierarchy |
Allows viewing of organization hierarchies for sales, marketing, and partner organizations. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Organization Hierarchy Details |
Allows viewing of organization hierarchy structures for sales, marketing, and partner organizations. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Organization Memberships |
Allows viewing of sales, marketing, and partner organization information. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Organization Team Memberships |
Allows viewing of sales, marketing, and partner team membership information. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Organization Usage Information |
Allows viewing of sales, marketing, and partner organization usage information. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Overview Information |
Allows viewing of an overview for partner, marketing, and sales organization transaction information. If assigning, also assign the ability to view trading community resource details. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Profile |
Allows viewing of resource profile information. If assigning, also assign the ability to view trading community resource details. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Role Assignments |
Allows viewing of resource role assignments. If assigning, also assign the ability to view trading community resource details. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Sales Representative Information |
Allows viewing of salesperson setup information, such as sales credits. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Skills |
Allows viewing of resource skills information, such as language, competencies, and product expertise. If assigning, also assign the ability to view trading community resource details. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Social Network |
Allows viewing of a resource's social network. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Team |
Allows viewing of resource team information. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Team Details |
Allows viewing of resource team details. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Team Members |
Allows viewing of resource team members. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Team Memberships |
Allows viewing of resource team memberships. If assigning, also assign the ability to view trading community resource details. |
Resource |
Identifies the person as front office personnel. |
View Trading Community Resource Team Usages |
Allows viewing of resource team usages. |
Sales Change History Inquiry for Service |
View change history of sales and service business objects for members within the service organization. |
View Account Change History |
Allows viewing of account change history |
Sales Change History Inquiry for Service |
View change history of sales and service business objects for members within the service organization. |
View Activity Change History |
Allows viewing of activity change history |
Sales Change History Inquiry for Service |
View change history of sales and service business objects for members within the service organization. |
View Contact Change History |
Allows viewing of contact change history |
Sales Change History Inquiry for Service |
View change history of sales and service business objects for members within the service organization. |
View Household Change History |
Allows viewing of household change history |
Sales Change History Inquiry for Service |
View change history of sales and service business objects for members within the service organization. |
View Lead Change History |
Allows viewing of lead change history |
Sales Change History Inquiry for Service |
View change history of sales and service business objects for members within the service organization. |
View Opportunity Change History |
Allows viewing of opportunity change history |
Sales Change History Inquiry for Service |
View change history of sales and service business objects for members within the service organization. |
View Queue Audit History |
Allows user to view queue audit history. |
Sales Change History Inquiry for Service |
View change history of sales and service business objects for members within the service organization. |
View Service Request Change History |
Allows viewing of service request change history |
Sales Change History Inquiry for Service |
View change history of sales and service business objects for members within the service organization. |
View Work Order Change History |
Allows viewing of work order change history |
Service Profile Management |
Manages all aspects of a service profile. Cannot delete service profiles. |
Create Service Profile |
Allows the user to create a new service profile. |
Service Profile Management |
Manages all aspects of a service profile. Cannot delete service profiles. |
Edit Service Profile Technician Access Schedule |
Allows editing of a technician access schedule on the service profile. |
Service Profile Management |
Manages all aspects of a service profile. Cannot delete service profiles. |
Edit Service Profile Technician Preferences |
Allows editing of a technician preference. |
Service Profile Management |
Manages all aspects of a service profile. Cannot delete service profiles. |
Edit Work Order Technician Access Schedule |
Allows editing of a technician access schedule on the work order. |
Service Profile Management |
Manages all aspects of a service profile. Cannot delete service profiles. |
Update Service Profile |
Allows the user to update an existing service profile. |
Service Profile Management |
Manages all aspects of a service profile. Cannot delete service profiles. |
View Service Profile |
Allows viewing of service profiles. |
Service Profile Management |
Manages all aspects of a service profile. Cannot delete service profiles. |
View Technician Access Schedules |
Allows viewing of a technician access schedules. |
Service Profile Management |
Manages all aspects of a service profile. Cannot delete service profiles. |
View Technician Preferences |
Allows viewing of a technician preference. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Access Co-browse Feature |
Allows launching and usage of Co-browse functionality. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Access Feed View |
Allows access to view feeds. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Access Mobile CRM |
Functional privilege providing access to CRM data using mobile applications |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Access Partner Media Toolbar |
Allows access to the partner media toolbar |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
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 Troubleshooter |
Manages all aspects of the Service Request object |
Assign Service Request |
Allows manual assigning of service request to a resource |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Assign Service Request to Queue |
Allows manual assigning of service request to a service queue. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Cancel Service Work Order |
Allows canceling of a service work order. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Compose Customer Message |
Allows composing a customer message for a SR |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Compose Internal Note |
Allows composing an internal note for a SR |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Compose Response |
Allows composing a Response for a SR |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Configure CX Service Dashboard |
Allows the user to create, update and delete custom CX service infolets. The out of the box application defined infolets cannot be edited or deleted. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Create Action Plan |
Allows creation of an Action Plan. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Create Activity |
Allows creating activities. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Create Article |
Not Available |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Create Customer Assets by Service |
Allows creation of customer assets, related configurations and structures. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Create IoT Registration Request |
Allows submitting a request to register a device or asset with the IoT cloud |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Create Knowledge Tasks |
Allows users to suggest improvements to knowledge articles. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Create Object Link |
Allows the user to create an object link. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Create Service Request |
Allows creation of a service request |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Create Service Work Order |
Allows creation of a service work order. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Create Tag |
Allows the user to create tags. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Delete Activity |
Allows deleting activities. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Delete Service Request Attachment |
Allows deleting an attachment from an SR or SR message. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Download Attachment of an SR or SR Message |
Allows downloading an attachment of an SR or SR Message. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Edit Action Plan |
Allows edit of an Action Plan. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Edit DLM Policies |
Allows editing of DLM policies. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Edit Service Request |
Allows editing of a service request |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Edit Service Work Order |
Allows editing of a service work order. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Edit Work Order Technician Access Schedule |
Allows editing of a technician access schedule on the work order. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Forward Service Request |
Allows forwarding a SR |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Get Customer Assets by Service |
Allows query of customer assets using a service. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Get Service Request Follow Notifications |
Allows the user to get notifications when they follow a service request. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage Depot Repair Order Details |
Allows the user to manage depot repair order details. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage Express Report Definitions |
Allows creation, modification and deletion of Express Report Definitions |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage Inbound Message |
Allows create, update, delete and view of inbound messages |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage Installed Base Assets |
Allows creation and editing of installed Base assets. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage Inventory Reservation and Picks |
Allows management of inventory reservations and picks. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage Omnichannel Presence and Availability |
Allows management of the omnichannel availability for new work, presence menu and indicator. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage Outbound Message |
Allows a user to create, update, delete and view outbound messages. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage Part Orders |
Allows creating and managing part orders for a work order and service request. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage SR Contacts |
Allows adding/removing a contact from a service request. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage SR Team Member |
Allows adding/removing a team member to a SR |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage Signature |
Allows the user to create or update a personal signature. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage SmartText |
Allows creation, update and delete of a SmartText. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage Social Post |
Allows create, update, delete and view of social posts |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Manage Work Order Debrief and Estimates |
Allows the user to manage work order debrief and estimates. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Open Objects in Dynamic Tabs |
Allows user to open objects in a dynamic/nested tab of the interactive workspace. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Open Objects in Dynamic Tabs for FSCM |
Allows user to open objects in a dynamic or nested tab of the interactive workspace. Applicable only to CRM. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Open Objects in Dynamic Tabs for HCM |
Allows user to open objects in a dynamic or nested tab of the interactive workspace. Applicable only to CRM. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Override Part Order Pricing |
Allows the user to manually override the part order price. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Personalize Analytics Dashboard Display |
Allows create, update and delete of custom CX service infolets. Also, allows show/hide and rearrange the display order of the infolets. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Personalize CX Service Dashboard |
Allows the user to show/hide and rearrange the display order of the CX service infolets. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
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 Troubleshooter |
Manages all aspects of the Service Request object |
Reschedule Service Work Order |
Allows rescheduling of a service work order. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Update Activity |
Allows editing activities. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Update Customer Assets by Service |
Allows update of customer assets, related configurations and structures. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Update Primary Contact |
Allows manual update of Primary Contact field. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Update Service Request Business Unit |
Allows updating the business unit on the service request. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Use Live Experience Agent Recording and Playback Features |
Allows the use of live experience recording download and playback features. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Use Location Service |
Allows use of the location service |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Use SmartText |
Allows using SmartText. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Action Plan |
Allows viewing of an Action Plan. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Action Plan Process |
Allows a user to view the process details in an action plan. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Activity |
Allows viewing activities. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Attachment |
Allows viewing attachments on a SR or SR Message |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Audit History |
Allows to view the audit history of all the business object attributes enabled for auditing. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Chat Transcript |
Allows the user to view chat transcripts. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View DLM Policies |
Allows viewing of DLM policies. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Engagement Channel Enrichment |
Provides view access to sales and service application data. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Express Report Definitions |
Allows viewing of Express Report Definitions |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Express Report Types |
Allows viewing of Express Report Types |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Installed Base Assets |
Allows viewing the installed Base assets. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Installed Base Assets Landing Page |
Allows viewing the installed base assets landing page. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Interactions |
Allows viewing of interactions history. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Knowledge within Service Request |
Allows viewing of knowledge base components within the service request UI. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Named Routes |
Allows viewing and grouping all functional navigation flows across channels into a single name |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Navigator Menu |
Allows viewing navigator metadata information |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Object Link |
Allows the user to view an object link. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Partner |
Allows viewing a list of partners from the partner work area. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Partner Profile |
Allows viewing the partner profile. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Resource Capacities |
Allows the user to view a resource's capacities. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Self Service Registrations |
Allows viewing of self service registration requests. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Self Service Roles |
Allows viewing self service roles. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Sensing Agent |
Allows access to the sensingAgent REST service for the Oracle Assistant component embedded in Oracle Inside Sales application |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Service Center |
Allows viewing of Service Center. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Service Profile |
Allows viewing of service profiles. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Service Representative Dashboard |
Allows viewing of the service representative dashboard. The dashboard contains analytical reports on service objects. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Service Request |
Allows viewing of service request(s). |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Service Request Activities |
Allows viewing of service request activities tab and its contents. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Service Request Audit History |
Allows viewing of service request audit history. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Service Request Team |
Allows viewing of service request team tab and its contents. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Service Work Order |
Allows viewing of service work order(s). |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Service Work Order Audit History |
Allows viewing of service work order audit history. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Smart Actions |
Allows read and view access to Smart Actions Framework data. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Subscription Entitlements |
Change the subscription user status |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Survey Integration Framework Template |
Allows the user to view the survey integration framework template and its details. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Survey Requests |
Allows the user to view survey requests. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Technician Access Schedules |
Allows viewing of a technician access schedules. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
View Technician Preferences |
Allows viewing of a technician preference. |
Service Request Troubleshooter |
Manages all aspects of the Service Request object |
Write Engagement Channel Event Data |
Allows user to write event data generated in the engagement channel application to the sales and service application. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Create Asset |
Allows create new assets |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Create Sales Group |
Allows creating a sales group |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Create Sales Group Members |
Allows creating a sales group members |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Create Sales Party Appointment |
Allows creating a sales party appointment. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Create Sales Party Contact |
Allows creating a sales party contact. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Create Sales Party Interaction |
Allows creating sales party interactions. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Create Sales Party Note |
Allows creating sales party notes. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Create Sales Party Relationship |
Allows creating sales party relationships to other parties. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Create Sales Party Task |
Allows creating sales party tasks. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Delete Asset |
Allows delete assets |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Delete Sales Group Members |
Allows deleting a sales group members |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Delete Sales Party Appointment |
Allows deleting sales party appointments. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Delete Sales Party Contact |
Allows deleting sales party contacts. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Delete Sales Party Interaction |
Allows deleting sales party interaction records. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Delete Sales Party Note |
Allows deleting sales party notes. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Delete Sales Party Task |
Allows deleting sales party tasks. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Edit Asset |
Allows edit existing assets |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Manage Account Enrichment |
Allows enrichment of accounts using social data and insight service. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Manage Address |
Allows managing the primary or multiple addresses of an account |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Manage Contact Enrichment |
Allows enrichment of contacts using social data and insight service. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Manage Original System References |
Allows OSR create/update/delete capability |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Manage Sales Organization Hierarchy |
Allows update to Organization Hierarchy (Account Hierarchy) |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Manage Sales Party Classifications |
Allows creation and maintenance of sales party classification. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Manage Sales Party Contact Hierarchy |
Allows creation and maintenance of the sales party contact hierarchy. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Manage Sales Party Team |
Allows managing the sales party team |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Update Sales Group |
Allows updating a sales group |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Update Sales Group Members |
Allows updating a sales group members |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Update Sales Organization |
Allows updating the sales organization. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Update Sales Party Appointment |
Allows updating the sales party appointments. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Update Sales Party Contact |
Allows updating the sales party contacts. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Update Sales Party Interaction |
Allows updating of sales party interaction data. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Update Sales Party Note |
Allows updating of sales party notes data. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
Update Sales Party Task |
Allows updating of sales party task data. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Address |
Allows viewing the primary or multiple addresses of an account |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Assets |
Allows view assets |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Billing Account |
Allows viewing of the sales party billing accounts. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Consumer |
Allows viewing of consumers. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Favorite Accounts |
Allows viewing of the favorite account tab in customer picker |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Original System Reference |
Allows viewing OSR information for a Sales Account |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Account Team |
Allows viewing of the sales account team information. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Group |
Allows viewing a sales group |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Group Members |
Allows viewing a sales group members |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Organization |
Allows viewing of the sales organization. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Organization Hierarchy |
Allows viewing Organization Hierarchy (Account Hierarchy) |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Party |
Allows viewing of sales party information. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Party Analytics |
Allows viewing of sales party analytics. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Party Appointment |
Allows viewing of sales party appointments. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Party Assessment |
Allows viewing of sales party assessments. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Party Classifications |
Allows viewing of sales party classifications. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Party Contact |
Allows viewing of sales party contact information. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Party Contact Hierarchy |
Allows viewing of the sales party contact hierarchy. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Party Hierarchy |
Allows viewing of the sales party hierarchy. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Party Note |
Allows viewing of the sales party notes. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Party Relationship |
Allows viewing a sales party relationships to other parties. |
Service Sales Party Management |
Can create Service Requests and help with resolution of the Service Request. Has basic Service Request management capabilities. |
View Sales Party Team |
Allows viewing the sales party team |
Data Security Policies
This table lists data security policies and their enforcement across analytics application for the Customer Service Representative job role.
Business Object | Policy Description | Policy Store Implementation |
---|---|---|
Activity |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can delete application attachment for all service categories that are visible to internal users |
Role: Service Request Troubleshooter Privilege: Delete Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Customer Service Representative can read application attachment for all service categories that are visible to internal users |
Role: Service Request Troubleshooter Privilege: Read Application Attachment Resource: Application Attachment Category |
Application Attachment Category |
A Customer Service Representative can update application attachment for all service categories that are visible to internal users |
Role: Service Request Troubleshooter Privilege: Update Application Attachment Resource: Application Attachment Category |
CRM Asset |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can view asset a member of an access group associated to the asset |
Role: Access Groups Enablement Privilege: View Asset (Data) Resource: CRM Asset |
Cases |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can view case header a member of an access group associated to the case |
Role: Access Groups Enablement Privilege: View Case Header (Data) Resource: Cases |
Conversation |
A Customer Service Representative 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 Customer Service Representative can manage conversation for all crm conversations |
Role: Customer Service Representative Privilege: Manage Conversation (Data) Resource: Conversation |
Conversation |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can manage conversation message for all crm collaboration messages |
Role: Customer Service Representative Privilege: Manage Conversation Message (Data) Resource: Conversation Message |
Conversation Message |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can manage field service work order where the field service work order is standalone or associated with a service request |
Role: Service Request Troubleshooter Privilege: Manage Field Service Work Order (Data) Resource: Field Service Work Order |
Field Service Work Order |
A Customer Service Representative 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 Customer Service Representative can view field service work order a member of an access group associated to the field service work order |
Role: Access Groups Enablement Privilege: View Field Service Work Order (Data) Resource: Field Service Work Order |
File Import Activity |
A Customer Service Representative can view standard file import activity object type for all standard file import activities that are accessible for service request troubleshooter |
Role: Service Request Troubleshooter Privilege: View Standard File Import Activity Object Type Resource: File Import Activity |
File Import Activity |
A Customer Service Representative can view standard file import mapping object type for all standard file import activities that are accessible for service request troubleshooter |
Role: Service Request Troubleshooter Privilege: View Standard File Import Mapping Object Type Resource: File Import Activity |
File Import Mapping |
A Customer Service Representative can view standard file import mapping object type for all standard file import maps that are accessible for service request troubleshooter |
Role: Service Request Troubleshooter Privilege: View Standard File Import Mapping Object Type Resource: File Import Mapping |
Inbound Message Detail |
A Customer Service Representative can manage inbound message for all inbound messages sent to a customer relationship management channel |
Role: Service Request Troubleshooter Privilege: Manage Inbound Message (Data) Resource: Inbound Message Detail |
Installed Base Asset |
A Customer Service Representative can manage installed base asset for all installed base assets |
Role: Customer Service Representative Privilege: Manage Installed Base Asset (Data) Resource: Installed Base Asset |
Inventory Reservation |
A Customer Service Representative can manage inventory reservation for the inventory organizations in which they can operate |
Role: Service Request Troubleshooter Privilege: Manage Inventory Reservation (Data) Resource: Inventory Organization Parameter |
Knowledge Departments |
A Customer Service Representative can access content with department the service department |
Role: Knowledge Home for Service Privilege: Access Content with Department Resource: Knowledge Departments |
Knowledge Departments |
A Customer Service Representative can access knowledge departments the service department |
Role: Customer Service Representative Privilege: Access Content with Department Resource: Knowledge Departments |
Knowledge User groups |
A Customer Service Representative can access knowledge user groups access to internal service user group |
Role: Customer Service Representative Privilege: Access Content with User Group Resource: Knowledge User groups |
Location |
A Customer Service Representative can manage location for all locations in the enterprise |
Role: Service Request Troubleshooter Privilege: Manage Location (Data) Resource: Location |
Location |
A Customer Service Representative can manage location for all reference data sets in the enterprise |
Role: Service Request Troubleshooter Privilege: Manage Location (Data) Resource: Location |
Loyalty Member |
A Customer Service Representative can manage member all members in the enterprise |
Role: Loyalty Member Services Privilege: Manage Member (Data) Resource: Loyalty Member |
Loyalty Transaction |
A Customer Service Representative can manage transaction all loyalty transactions in the enterprise. |
Role: Loyalty Member Services Privilege: Manage Transaction (Data) Resource: Loyalty Transaction |
MDF Budget |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can view product a member of an access group associated to the product |
Role: Access Groups Enablement Privilege: View Product (Data) Resource: Products |
Public Person |
A Customer Service Representative can view person deferred for persons and assignments in their person and assignment security profile |
Role: Use User Details Service Privilege: View Person Deferred (Data) Resource: Public Person |
Sales Business Plan |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can view sales objective a member of an access group associated to the sales business plan |
Role: Access Groups Enablement Privilege: View Sales Objective (Data) Resource: Sales Objective |
Sales Objects |
A Customer Service Representative can view standard file import export object type for all standard file import export objects that are accessible for service request troubleshooter |
Role: Service Request Troubleshooter Privilege: View Standard File Import Export Object Type Resource: Sales Objects |
Sales Objects |
A Customer Service Representative can view standard file import mapping object type for all standard file import export objects that are accessible for service request troubleshooter |
Role: Service Request Troubleshooter Privilege: View Standard File Import Mapping Object Type Resource: Sales Objects |
Sales Order |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can view sales territory proposal a member of an access group associated to the sales territory proposal with read access |
Role: Access Groups Enablement Privilege: View Sales Territory Proposal (Data) Resource: Sales Territory Proposal |
Self Service Registration |
A Customer Service Representative can manage self service registration for all self service registrations |
Role: Service Request Troubleshooter Privilege: Manage Self Service Registration (Data) Resource: Self Service Registration |
Self Service Role |
A Customer Service Representative can manage self service role for all self service roles |
Role: Service Request Troubleshooter Privilege: Manage Self Service Role (Data) Resource: Self Service Role |
Self Service User |
A Customer Service Representative can manage self service user for all self service users |
Role: Service Request Troubleshooter Privilege: Manage Self Service User (Data) Resource: Self Service User |
Service Assignment Queue |
A Customer Service Representative can manage service queue for all customer relationship management service queues |
Role: Service Request Troubleshooter Privilege: Manage Service Queue (Data) Resource: Service Assignment Queue |
Service Category |
A Customer Service Representative 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 Customer Service Representative can manage service category for all customer relationship management service categories |
Role: Service Request Troubleshooter Privilege: Manage Service Category (Data) Resource: Service Category |
Service Category |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can manage service interaction for all crm interactions |
Role: Service Request Troubleshooter Privilege: Manage Service Interaction (Data) Resource: Service Interaction Header |
Service Profile |
A Customer Service Representative 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 Customer Service Representative can manage service profile for all service profiles |
Role: Service Profile Management Privilege: Manage Service Profile (Data) Resource: Service Profile |
Service Profile |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can view service profile for all service profiles |
Role: Service Request Troubleshooter Privilege: View Service Profile (Data) Resource: Service Profile |
Service Request Header |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can view service request header a member of an access group associated to the service request |
Role: Access Groups Enablement Privilege: View Service Request Header (Data) Resource: Service Request Header |
Service Request Message |
A Customer Service Representative 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 Customer Service Representative can manage service request message for all service request messages |
Role: Service Request Troubleshooter Privilege: Manage Service Request Message (Data) Resource: Service Request Message |
Service Request Message |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can manage service request resource for all service request resources |
Role: Service Request Troubleshooter Privilege: Manage Service Request Resource (Data) Resource: Service Request Resource |
Smart Text |
A Customer Service Representative can manage smart text all customer relationship management smart texts |
Role: Service Request Troubleshooter Privilege: Manage Smart Text (Data) Resource: Smart Text |
Subscription |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can view survey for all customer relationship management surveys |
Role: Service Request Troubleshooter Privilege: View Survey (Data) Resource: Survey |
Survey Request |
A Customer Service Representative can manage survey request where they are the owner of the survey request |
Role: Service Request Troubleshooter Privilege: Manage Survey Request (Data) Resource: Survey Request |
Trading Community Contact Preference |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative can view trading community person for all resources in the enterprise |
Role: Resource Privilege: View Trading Community Person (Data) Resource: Trading Community Party |
Trading Community Party |
A Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Customer Service Representative 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 Note |
A Customer Service Representative can view trading community resource notes for all resource notes |
Role: Resource Privilege: View Trading Community Resource Notes (Data) Resource: Trading Community Resource Note |
Trading Community Resource Profile |
A Customer Service Representative 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 Customer Service Representative can manage trading community resource address for their addresses |
Role: Resource Privilege: Manage Trading Community Resource Address (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Customer Service Representative 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 Customer Service Representative can manage trading community resource contact point information for their contacts |
Role: Resource Privilege: Manage Trading Community Resource Contact Point Information (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Customer Service Representative 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 Customer Service Representative can manage trading community resource skill for the resource skills of persons who they manage |
Role: Resource Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Customer Service Representative can manage trading community resource skill for their resource skills |
Role: Resource Privilege: Manage Trading Community Resource Skill (Data) Resource: Trading Community Resource Profile |
Trading Community Resource Profile |
A Customer Service Representative 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 Customer Service Representative 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 |
Trading Community Resource Profile |
A Customer Service Representative can update trading community resource for their resource record |
Role: Resource Privilege: Update Trading Community Resource (Data) Resource: Trading Community Resource Profile |