Access limitations for external location consumer agents
Explore the limitations that an external location consumer agent (having sn_customerservice.svc_location_consumer_agent and snc_external roles) faces when using various platform modules during case resolution. You can use this topic to get a comprehensive overview of the modules that are supported and unsupported with the external location consumer agent persona.
Important:
Some table and field labels have been changed across recent releases. For a mapping of former labels to current labels, see Service Model Foundation renamed Entities.
Supported and unsupported modules
List of modules and submodules under the consumer service platform that are supported and unsupported:
| Modules | Submodules | Supported/unsupported |
|---|---|---|
| Overview | Supported | |
| Knowledge | Supported | |
| Cases | Create New | Supported |
| My Cases | ||
| Assigned to My Locations | ||
| Requested by My Locations | ||
| All | ||
| Open | ||
| Unassigned | ||
| Escalated | ||
| Customer | Consumer | Supported |
| Households | ||
| Customer Relationships | Consumer Team Members | Supported |
| Household Team Members | ||
| Business Organizations | Internal Organizations (formerly Internal Business Locations) | Supported |
| External Organizations (formerly External Business Locations) | ||
| External Organization Staff (formerly Service Organization External Staffs) | ||
| Workspaces | CSM Configurable Workspace | Unsupported Note: All aspects of the workspace experience remain inaccessible to external location agents. |
The Launch Interactive Analysis option in the Case list form context menu isn’t functional.
With an external organization as a fulfiller, you can create and manage cases for the households, and consumers from the platform. For more information on how to create and manage cases, see Create and manage cases for a business organization.