Lookup and verify functionality

[Harshit Sharma5]

Hey there,

I m trying to explore the lookup and verify functionality using Agent workspace and CSM configurable workspace.

As directed I have created the interaction records, but I m not able to use verify customer or verify contact functionality.IT  says you do not have permissions for this.

Also in CSM configurable workspace there's no icon to verify consumer or contact in the contextual side pane.

Pls help.

[suvro]

I hope you are have these things

[Harshit Sharma5]

Hey!

I have installed the plugin com.sn_customerservice. Yes I have an admin role. The plugin that u mention....i m not able to find that in the available plugins list.

What should i do?

thanks

[Community Alums]

Hi Harshit Sharma,

You do not have proper role .

Role required: sn_customerservice_agent, sn_customerservice.consumer_agent, workspace_admin, admin

Mark my answer correct & Helpful, if Applicable.

Thanks,
Sandeep

[Harshit Sharma5]

Hello Sandeep,

How can I add these roles to my instance?

Thanks.