CSM contact relationship _ how to define responsibility

liy4
Tera Contributor

hi,
I see a feature called contact relationship in the accout relates lists, and can be set responsibility in here.
but one I want to new record in sn_customerservice_responsibility_access_config, I found there was no new button,so could you tell me why and what's the meaning of sn_customerservice_responsibility_access_config?

 

Step1.  responsibility can be set here.

liy4_1-1754460357062.png

Step2.when I want config here, I found no new button with admin.

liy4_2-1754460406146.png

 

 

7 REPLIES 7

its oob only. Check the UI Action has condition which only allows for admin. 

Thanks for your confirm
liy4_0-1754464257794.png

↑ its OOB UI action in my instance. any difference in your instance?

yes, check requires role.