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 model to secure and manage deal registration data effectively. Roles are designed to identify internal and external users, control access levels, and maintain data security across partner types and deal line items. This ensures that authorized users can perform their tasks efficiently while protecting sensitive information.
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Functional Roles
Functional roles are comprehensive roles combining multiple granular permissions to enable users to perform specific deal registration functions. These roles include:
- Deal Registration Admin: Configures data models and manages all deal registrations across partners.
- B2B and B2C Deal Registration Initiators: Create, view, and track deal registrations for respective customer types with associated channel partners.
- Deal Registration Initiator: Handles deal registrations for both B2B and B2C customers within their channel partner network.
- Deal Registration Manager: Manages deal registrations across partner hierarchies.
- Enterprise Deal Registration Contributors and Managers: Create, edit, and approve deal registrations for associated channel partners within hierarchies.
- B2B and B2C Deal Registration Agents: Manage the full lifecycle of deals including creation, qualification, approval, and conversion to opportunities for respective customer types.
- Deal Registration Agent: Oversees the full lifecycle of all deal registrations, both B2B and B2C, including conversion to opportunities.
Granular Roles
Granular roles provide fine-tuned access control, granting specific privileges tailored to users’ needs:
- Deal Registration Data Viewer: Read-only access to all deal registrations.
- Deal Registration Type Writer: Create and edit deal registration types and related mapping records.
- Deal Registration Writer: Create, write, and edit all deal registrations.
- Experience Role: Ensures consistent user interface experience for organizational staff.
- Approver: Read access to deal registrations where the user is designated as an approver.
Practical Benefits for ServiceNow Customers
By leveraging these roles, ServiceNow customers can:
- Enforce data security and appropriate access levels within their deal registration processes.
- Streamline partner collaboration by clearly defining access and responsibilities.
- Improve deal lifecycle management from registration through approval and conversion to opportunities.
- Ensure consistent user experiences and efficient workflow execution across internal and partner users.
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) |