List of responsibilities provided with the base system
List of responsibilities that are provided with the base system.
| Responsibility | Plugin | Used in Relationship | Role required | Supported through responsibility access configuration |
|---|---|---|---|---|
| Account Manager | Customer Service Base Extension Entities [com.snc.cs_base_extension] | Account Team Member [sn_customerservice_team_member] |
|
Yes |
| Relationship Manager | Customer Service Base Extension Entities [com.snc.cs_base_extension] |
|
|
No |
| Authorized Account | Customer Service [com.sn_customerservice] | Sold Product Related Party [sn_install_base_sold_product_related_party] | Sold Product Authorized Contact [sn_install_base.sold_product_authorized_contact] | No |
| Install Base Related Party [sn_install_base_related_party] | Install Base Authorized Contact [sn_install_base.install_base_authorized_contact] | |||
| Authorized Representative | Customer Service [com.sn_customerservice] | Sold Product Related Party [sn_install_base_sold_product_related_party] |
|
No |
| Install Base Related Party [sn_install_base_related_party] |
|
|||
| Related Party [sn_customerservice_related_party] |
|
|||
| Consumer to Consumer Relationship [sn_customer_rel_consumer_to_consumer] | Consumer [csm_consumer] | |||
| Household Member Relationship [sn_customer_rel_household_member_relationship] | Consumer [csm_consumer] | |||
| Preferred Technician | Customer Service [com.sn_customerservice] | Account Team Member [sn_customerservice_team_member] | None | No |
| Primary Support Agent | Customer Service [com.sn_customerservice] | Account Team Member [sn_customerservice_team_member] | None | No |
| Support Manager | Customer Service [com.sn_customerservice] | Account Team Member [sn_customerservice_team_member] | None | No |
| Asset Contact | Customer Service [com.sn_customerservice] | Account Team Member [sn_customerservice_team_member] | None | No |
| Authorized Service Organization | Customer Service Install Base Management [com.snc.install_base] Note: You must install com.snc.service_organization for activating com.snc.install_base plugin. |
Install Base Related Party [sn_install_base_related_party] | Install Base Authorized Member [sn_install_base.install_base_authorized_member] | No |
| Location Relationship Manager | Business Location [com.snc.business_location] |
Organization Member Responsibility [sn_csm_svc_org_member_responsibility] |
Location Relationship Manager [sn_bus_loc.location_relationship_manager] | No |
| Location Contributor | Business Location [com.snc.business_location] |
Organization Member Responsibility [sn_csm_svc_org_member_responsibility] |
Service Organization Contributor [sn_customerservice.service_organization_contributor] | No |
| Location Consumer Agent | Business Location [com.snc.business_location] |
Organization Member Responsibility [sn_csm_svc_org_member_responsibility] |
Location Consumer Agent [sn_customerservice.svc_location_consumer_agent] | No |
| Location Agent | Business Location [com.snc.business_location] |
Organization Member Responsibility [sn_csm_svc_org_member_responsibility] |
Location Agent [sn_customerservice.svc_location_agent] | No |
| Location Manager Fulfiller | Business Location [com.snc.business_location] |
Organization Member Responsibility [sn_csm_svc_org_member_responsibility] |
Location Manager [sn_customerservice.svc_location_manager] | No |
| Location Manager Contributor | Business Location [com.snc.business_location] |
Organization Member Responsibility [sn_csm_svc_org_member_responsibility] |
Location Manager Contributor [sn_customerservice.svc_location_manager_contributor] | No |
| Location Support Agent | Business Location [com.snc.business_location] |
Organization Member Responsibility [sn_csm_svc_org_member_responsibility] |
Location Support Agent [sn_bus_loc.svc_location_support_agent] | No |