Service Model Foundation table access by role

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • The user roles that can access the Service Model Foundation tables.

    Table Create Read Update Delete

    Organization Core

    [sn_customer_service_organization]
    • CSM manager
    • Customer agent
    • Consumer agent

    Business Organization

    [sn_csm_business_location]
    • CSM manager
    • Customer agent
    • Consumer agent
    • Location manager
    • Location agent
    • Location consumer agent

    Internal Organization

    [sn_csm_business_location_internal]
    • CSM manager
    • Customer agent
    • Consumer agent
    • Location manager
    • Location agent
    • Location consumer agent
    • Location manager contributor
    • Service organization contributor

    External Organization

    [sn_csm_business_location_external]
    • CSM manager
    • Customer agent
    • Consumer agent
    • Location manager contributor
    • Location relationship manager
    • Service organization contributor
    Service Organization Member

    [sn_csm_service_organization_member]
    • CSM manager
    • location managers (for their hierarchy only)
    • CSM manager
    • Customer agent
    • Consumer agent
    • Location managers (for their hierarchy only)
    • Location agents (for their locations only)
    • Location consumer agents (their locations only)
    • CSM manager
    • Location managers (for their hierarchy only)
    • CSM manager
    • Location managers (for their hierarchy only)
    Household

    [csm_household]
    • CSM manager
    • Consumer agent
    • Location manager
    • Location consumer agent
    • Relationship agents (for households they have relationships with)
    • Consumers (for their households)
    		 CSM manager
    Household Member

    [csm_household_member]

    		 CSM manager
    • CSM manager
    • Consumer agent
    • Location manager
    • Location consumer agent
    • Relationship agents (for households they have relationships with)
    • Consumers (for households where they’re head of household or for consumers that they represent)
    • CSM manager
    • Relationship agents (for households they have relationships with)
    Consumer to Consumer Relationship

    [sn_customer_rel_consumer_to_consumer]

    		 CSM manager
    • CSM manager
    • Consumer agent
    • Location manager
    • Location consumer agent
    		 CSM manager
    Household Member Relationship

    [sn_customer_rel_household_member_relationship]

    		 CSM manager
    • CSM manager
    • Consumer agent
    • Location manager
    • Location consumer agent
    		 CSM manager
    Account Team Member

    [sn_customerservice_team_member]
    • CSM manager
    • Location manager
    • CSM manager
    • customer agent
    • Location manager
    • Location agents (for their locations)
    • Relationship agents (for accounts that they have relationships with)
    • CSM manager
    • Location manager
    • CSM manager
    • Location manager
    Consumer Team Member

    [sn_customer_rel_consumer_to_user]
    • CSM manager
    • Location manager
    • CSM manager
    • Consumer agent
    • Location manager
    • Location consumer agents (for their locations)
    • Relationship agents (for consumers that they have relationships with)
    • CSM manager
    • Location manager
    • CSM manager
    • Location manager
    Household Team Member

    [sn_customer_rel_household_to_user]
    • CSM manager
    • Location manager
    • CSM managers
    • Consumer agents
    • Location manager
    • Location consumer agents (for their locations)
    • Relationship agents (for households that they have relationships with)
    • CSM manager
    • Location manager
    • CSM manager
    • Location manager