Predefined Privileges and Roles - CX for Utilities Sales
These are the predefined functional privileges associated with CX for Utilities Sales:
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Access Business Customer Hierarchy
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Access Business List on Home Page
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Access Knowledge Management on Home page
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Access Customer 360
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Access C360 Leads and Opportunities Tab
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Access Premium Service Actions in CIS
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Access Utilities Tile under Sales Folder
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Access Utilities Tile under Service Folder
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Access Utility Smart Actions
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View Knowledge Management Administrative Console
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View My Day Work Queue
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View Utilities Call Center module
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View Utilities Create Contact Flows
Not all privileges are fully functional.
This table outlines the predefined job roles for CX for Utilities Sales:
Job Role and Description | Privileges | Child Job Roles |
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Utilities Key Account Manager for Sales |
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Utilities Key Account Manager for Service |
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Utilities Key Account Supervisor for Sales |
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Utilities Key Account Supervisor for Service |
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Utilities Key Account Administrator |
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Parent topic: Manage Roles and Users