---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Roles and components of Deal Registration Management

# Roles and components of Deal Registration Management {#ariaid-title1}

Release version: Australia  
Updated November 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read
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## Summary of Roles and components of Deal Registration Management

The Deal Registration Management application in ServiceNow (com.snc.dealregistrationmanagement) uses a structured role-based access control model to securely manage deal registration data.
It distinguishes between functional and granular roles to ensure appropriate access levels for internal and external users, protecting sensitive deal information while enabling efficient deal processing and management.
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## Functional Roles

Functional roles are collections of granular roles designed to support specific business functions related to deal registrations across different partner types and customer segments (B2B and B2C). These roles enable users to create, view, edit, approve, and manage deal registrations according to their responsibilities within the partner hierarchy. Key functional roles include:

* **Deal Registration Admin:** Configures the data model and manages all deal registrations across partner types.
* **B2B and B2C Deal Registration Initiators:** Create and track deal registrations for their respective customer segments.
* **Deal Registration Initiator and Manager:** Handle registrations for both B2B and B2C customers and manage partner hierarchies.
* **Enterprise Deal Registration Relationship Contributor and Manager:** Create, edit, and approve registrations within assigned channel partner hierarchies.
* **B2B and B2C Deal Registration Agents:** Manage the full deal lifecycle from creation to qualification, approval, and conversion into opportunities.
* **Deal Registration Agent:** Oversees the lifecycle for both B2B and B2C deals with full capabilities to convert deals into opportunities.

## Granular Roles

Granular roles provide fine-tuned access control to specific deal registration components, enabling precise assignment of privileges:

* **Deal Registration Data Viewer:** Grants read-only access to all deal registrations.
* **Deal Registration Type Writer:** Allows creation and editing of deal registration types and related mapping records.
* **Deal Registration Writer:** Provides create and edit permissions on all deal registrations.
* **Experience Role:** Ensures consistent user interface experience for organization staff.
* **Approver:** Grants read access to deal registrations where the user is assigned as an approver.

## Practical Benefits for ServiceNow Customers

By leveraging these roles, ServiceNow customers can:

* Maintain robust data security and governance over deal registration information.
* Efficiently assign access rights aligned to job functions and partner relationships.
* Enable partners and internal users to collaborate effectively on deal registrations and lifecycle management.
* Manage comprehensive approval workflows and deal conversions to sales opportunities.

This role-based framework helps optimize deal registration processes, improve partner engagement, and enhance overall customer experience.  
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 {#roles-and-components-of-deal-registration-management__section_hy3_k3b_fhc}

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 {#roles-and-components-of-deal-registration-management__section_fns_cfk_3hc}

Functional roles are a set of granular roles that are required to perform a function that requires access to multiple entities. The following table lists the functional roles for Deal Registration Management.{#roles-and-components-of-deal-registration-management__table_fz3_ffk_3hc__entry__3}

| 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. | * Deal registration type writer (sn_prm_dr.deal_reg_type_writer) * Deal registration writer (sn_prm_dr.deal_reg_writer) {#roles-and-components-of-deal-registration-management__ul_mwy_mvk_3hc} |
| 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. | * B2B deal registration initiator (sn_prm_dr.partner_b2b_deal_reg_initiator) * B2C deal registration initiator (sn_prm_dr.partner_b2c_deal_reg_initiator) {#roles-and-components-of-deal-registration-management__ul_bh2_gwk_3hc} |
| 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 in 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](https://www.servicenow.com/docs/RvFsnmM7EBPgoos2A0XrlA "Create a deal registration record or perform actions on an existing record in the CSM Configurable Workspace, including submitting for approval and managing post-approval actions.") | 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](https://www.servicenow.com/docs/RvFsnmM7EBPgoos2A0XrlA "Create a deal registration record or perform actions on an existing record in the CSM Configurable Workspace, including submitting for approval and managing post-approval actions.") | 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](https://www.servicenow.com/docs/RvFsnmM7EBPgoos2A0XrlA "Create a deal registration record or perform actions on an existing record in the CSM Configurable Workspace, including submitting for approval and managing post-approval actions.") | * B2B deal registration agent (sn_prm_dr.enterprise_b2b_deal_reg_agent) * B2C deal registration agent (sn_prm_dr.enterprise_b2c_deal_reg_agent) {#roles-and-components-of-deal-registration-management__ul_ibn_yvk_3hc} |
[Table 1. Functional rolesList of functional roles, their descriptions, and contained roles for deal registration management.]

{#roles-and-components-of-deal-registration-management__table_fz3_ffk_3hc}  
The following table lists the set of granular roles associated with deal registration.{#roles-and-components-of-deal-registration-management__table_hhj_jfk_3hc__entry__3}

| 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) |
[Table 2. Granular rolesList of granular roles, their descriptions, and contained roles for deal registration management.]

{#roles-and-components-of-deal-registration-management__table_hhj_jfk_3hc}
**Related concepts**   

* [Partner Relationship Management](https://www.servicenow.com/docs/ClRiTKkyWaWubRKf_GqS6g "Learn how the Partner Relationship Management application enables enterprises to hire and engage channel partners to sell their products and services to grow and improve their business.")
* [Using Partner Relationship Management](https://www.servicenow.com/docs/zsfEaUbDHdfBxvCi03zixQ "Install the Partner Relationship Management plugin (com.snc.partner_relationship_management) to enable admins and channel partners to use the self-service Partner portal.")