Roles and components of Deal Registration Management
Summarize
Summary of Roles and Components of Deal Registration Management
The Deal Registration Management application in ServiceNow uses a structured role-based access control model to manage deal registrations securely and efficiently. It distinguishes betweenfunctional rolesandgranular roles, enabling tailored access privileges that match the specific responsibilities of internal users and external partners. This ensures data security while facilitating authorized users to perform their tasks effectively.
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Functional Roles
Functional roles aggregate multiple granular privileges to allow users to perform complex functions involving various entities within deal registration. These roles define the level of access to create, view, edit, qualify, approve, and convert deal registrations across B2B and B2C contexts, as well as across partner hierarchies.
- Deal Registration Admin: Configures data model and manages all deal registrations across partner types.
- B2B and B2C Deal Registration Initiators: Create, view, and track B2B or B2C deals for associated partners.
- Deal Registration Initiator: Handles both B2B and B2C deals for their partners.
- Deal Registration Manager: Manages deals across the partner hierarchy.
- Enterprise Deal Registration Relationship Contributor/Manager: Create, edit, and approve deals within assigned hierarchies.
- B2B/B2C Deal Registration Agent: Full lifecycle management of deal registrations including qualifying, approving, and converting deals into opportunities.
- Deal Registration Agent: Manages all deal registrations lifecycle across B2B and B2C.
Granular Roles
Granular roles provide fine-tuned access control for specific actions, such as viewing data, editing deal registration types, or approving deals. These roles form the building blocks for the broader functional roles.
- Deal Registration Data Viewer: Read-only access to all deal registrations.
- Deal Registration Type Writer: Create and edit deal registration types and related mappings.
- Deal Registration Writer: Create, write, and edit deal registrations.
- Experience Role: Ensures consistent user interface experience for organizational staff.
- Approver: Read access to deal registrations where the user is assigned as an approver.
Practical Benefits
ServiceNow customers can leverage these roles to:
- Maintain strict data security by assigning roles with precise privileges.
- Empower partners and internal users with appropriate access to manage deals effectively.
- Streamline deal lifecycle management, including creation, approval, and conversion to opportunities.
- Improve customer experience by ensuring users have the tools necessary to perform their roles efficiently.
The Deal Registration Management application (com.snc.deal_registration_management) uses roles to provide access to information, identify internal and external users, and maintain data security.
The Deal Registration Management application (com.snc.deal_registration_management) comes with a set of functional roles, each with varying levels of access to deals and their line items.
Functional and granular roles
Functional roles help provide authorized partners to maintain data and records in the deal registration table. A granular model helps to protect data by granting the required level of access to the relevant enterprise or channel partner entities. With this functionality, each role is associated with a set of privileges that determine users’ access to certain information.
You can assign granular policies that authorize individuals to do their jobs efficiently and effectively, which helps to improve customer experience.
Roles and descriptions
| Role | Description | Contains roles |
|---|---|---|
| Deal registration admin (sn_prm_dr.deal_reg_admin) | This user can configure the deal registration data model and can create and edit all deal registrations across multiple partner types. |
|
| B2B deal registration initiator (sn_prm_dr.partner_b2b_deal_reg_initiator) | This user can create, view, and track deal registrations for all B2B customers with their associated channel partners. | Partner data viewer (sn_prm.partner_data_viewer) |
| B2C deal registration initiator (sn_prm_dr.partner_b2c_deal_reg_initiator) | This user can create, view, and track deal registrations for all B2C customers with their associated channel partners. | Partner Data Viewer (sn_prm.partner_data_viewer) |
| Deal registration initiator (sn_prm_dr.partner_deal_reg_initiator) | This user can create and view deal registrations for both B2B and B2C customers for their associated channel partners. |
|
| Deal registration manager (sn_prm_dr.partner_deal_reg_manager) | This user can create and view deal registrations for all the partners across their associated partner hierarchy. | Deal registration initiator (sn_prm_dr.partner_deal_reg_initiator) |
| Enterprise deal registration relationship contributor (sn_prm_dr.enterprise_deal_reg_rel_contributor) | This user can create, edit, and approve deal registrations for associated channel partners. | Partner data viewer (sn_prm.partner_data_viewer) |
| Enterprise deal registration relationship manager (sn_prm_dr.enterprise_deal_reg_rel_manager) | This user can create, edit, and approve deal registrations for channel partners within their assigned hierarchy. | Enterprise deal registration relationship contributor (sn_prm_dr.enterprise_deal_reg_rel_contributor) |
| B2B deal registration agent (sn_prm_dr.enterprise_b2b_deal_reg_agent) | This user can create, qualify, approve, and convert B2B deals into opportunities. A B2B deal registration agent can manage the full life cycle for B2B deal registrations. To learn more about converting deals to opportunities, see Update deal registration record |
Partner data viewer (sn_prm.partner_data_viewer) |
| B2C deal registration agent (sn_prm_dr.enterprise_b2c_deal_reg_agent) | This user can create, qualify, approve, and convert B2C deals into opportunities. A B2C deal registration agent can manage the full life cycle for B2C deal registrations. To learn more about converting deals to opportunities, see Update deal registration record |
Partner Data Viewer (sn_prm.partner_data_viewer) |
| Deal registration agent (sn_prm_dr.enterprise_deal_reg_agent) | This user can create, qualify, approve, and convert any deal registration into an opportunity. A deal registration agent can manage the full life cycle of submitted deal registrations, both B2B and B2C. To learn more about converting deals to opportunities, see Update deal registration record |
|
| Role | Description | Contains roles |
|---|---|---|
| Deal registration data viewer (sn_prm_dr.deal_reg_data_viewer) | This granular role provides users read access to all deal registrations. | Partner data viewer (sn_prm.partner_data_viewer) |
| Deal registration type writer (sn_prm_dr.deal_reg_type_writer) | This granular role provides users to create, write, and edit all deal registration types. With this granular role, users can also create mapping records in the partner program and deal registration type tables. |
Deal registration data viewer (sn_prm_dr.deal_reg_data_viewer) |
| Deal registration writer (sn_prm_dr.deal_reg_writer) | This granular role provides users create, write, and edit access to all deal registrations. | Deal registration data viewer (sn_prm_dr.deal_reg_data_viewer) |
| Experience (sn_prm_dr.deal_reg_ui) | This role provides granular access to organization staff to provide a consistent experience across all user interfaces. | NA |
| Approver (sn_prm_dr.deal_reg_approver) | This granular role provides read access to users for the deal registration to which they are added as an approver. | Partner data viewer (sn_prm.partner_data_viewer) |