Predefined Privileges and Roles - CX for Utilities Sales

These are the predefined functional privileges associated with CX for Utilities Sales:

  • Access Business Customer Hierarchy

  • Access Business List on Home Page

  • Access Knowledge Management on Home page

  • Access Customer 360

  • Access C360 Leads and Opportunities Tab

  • Access Premium Service Actions in CIS

  • Access Utilities Tile under Sales Folder

  • Access Utilities Tile under Service Folder

  • Access Utility Smart Actions

  • View Knowledge Management Administrative Console

  • View My Day Work Queue

  • View Utilities Call Center module

  • 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
Utilities Key Account Manager for Sales
  • View utilities create contact flows

  • View My Day Work Queue

  • Access Utilities Tile under Sales Folder

  • Access Knowledge Management on Home Page

  • Access Customer 360

  • Access C360 Leads and Opportunities tab

  • Access Business List on Home Page

  • Access Business Customer Hierarchy

  • Access Utility Smart Actions

  • Sales Representative

  • Knowledge Home for Service

  • Knowledge Search Service

  • Knowledge Home

  • Access Groups Enablement

Utilities Key Account Manager for Service
  • View Utilities Create Contact Flows

  • View Utilities Call Center module

  • View My Day Work Queue

  • Access Utilities Tile under Service Folder

  • Access Premium Service Actions in CIS

  • Access Knowledge Management on Home Page

  • Access Customer 360

  • Access Business List on Home Page

  • Access Business Customer Hierarchy

  • Access Utility Smart Actions

  • Customer Service Representative

  • Knowledge Home for Service

  • Knowledge Search Service

  • Knowledge Home

Utilities Key Account Supervisor for Sales
  • View Utilities Create Contact Flows

  • View My Day Work Queue

  • Access Utilities Tile under Sales Folder

  • Access Knowledge Management on Home Page

  • Access Customer 360

  • Access C360 Leads and Opportunities tab

  • Access Business List on Home Page

  • Access Business Customer Hierarchy

  • Access Utility Smart Actions

  • Knowledge Home for Service

  • Knowledge Authoring

  • Knowledge Search Service

  • Knowledge Author Service

  • Knowledge Home

  • Engagement Channel Supervisor

  • Access Groups Enablement

Utilities Key Account Supervisor for Service
  • View Utilities Create Contact Flows

  • View Utilities Call Center module

  • View My Day Work Queue

  • Access Utilities Tile under Service Folder

  • Access Premium Service Actions in CIS

  • Access Knowledge Management on Home Page

  • Access Customer 360

  • Access Business List on Home Page

  • Access Business Customer Hierarchy

  • Access Utility Smart Actions

  • Customer Service Manager

  • Knowledge Home for Service

  • Knowledge Authoring

  • Knowledge Search Service

  • Knowledge Author Service

  • Knowledge Home

  • Engagement Channel Supervisor

  • Access Groups Enablement

Utilities Key Account Administrator
  • View Utilities Create Contact Flows

  • View Utilities Call Center module

  • View My Day Work Queue

  • View Knowledge Management Administrative Console

  • Access Utilities Tile under Service Folder

  • Access Utilities Tile under Sales Folder

  • Access Premium Service Actions in CIS

  • Access Knowledge Management on Home Page

  • Access Customer 360

  • Access C360 Leads and Opportunities tab

  • Access Business List on Home Page

  • Access Business Customer Hierarchy

  • Access Utility Smart Actions

  • Customer Relationship Management Application Administrator

  • Customer Service Administrator

  • Knowledge Analytics

  • Knowledge Setup and Maintenance

  • Knowledge User Management

  • Knowledge Search Service

  • Knowledge Rest Administrator

  • Sales Administrator

  • Engagement Channel Application Administrator

  • Access Groups Enablement