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09-13-2022 12:25 PM
I am trying to create an account and a contact in CSM.
I have admin role.
I have created a "New Account" as an account.
I have created a "New Contact" as a contact.
I want to give sn_customerservice.customer_admin to "New Contact".
I clicked on the Assign Roles link on the Contact form, but it only shows roles related to hr.
How can I grant csm related roles?
Thanks.
Solved! Go to Solution.
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09-13-2022 08:54 PM
Hi looking quickly at a PDI this appears to be a result of the UI Page 'contact_roles_slushbucket'
/nav_to.do?uri=sys_ui_page.do?sys_id=1188811beb2302003e97afcef106fe8e
and I would suspect this configuration is to allow low level users the ability to manage the limited roles a contact is expected to have.
If I add the roles related list to the contact form view, then there are no restrictions on the roles available for selection, but I suspect the most appropriate solution would be to make the 'contact' a proper user and manage their access from the sys_user table.
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09-13-2022 08:54 PM
Hi looking quickly at a PDI this appears to be a result of the UI Page 'contact_roles_slushbucket'
/nav_to.do?uri=sys_ui_page.do?sys_id=1188811beb2302003e97afcef106fe8e
and I would suspect this configuration is to allow low level users the ability to manage the limited roles a contact is expected to have.
If I add the roles related list to the contact form view, then there are no restrictions on the roles available for selection, but I suspect the most appropriate solution would be to make the 'contact' a proper user and manage their access from the sys_user table.
