Roles and responsibilities

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • After successful integration of Opportunity Management with Service Model Foundation, various roles are added to the list view menu.

    Description of roles and their responsibilities

    Role Description Contains roles
    Organization B2B Sales Representative (sn_bus_org_opptym.org_b2b_sales_rep) Functional role for creating location Opportunity for account.
    • Location Org Viewer (sn_bus_loc.location_org_viewer)
    • Location Opportunity Creator (sn_bus_org_opptym.org_opportunity_creator)
    • Location Account Viewer (sn_bus_loc.location_account_viewer)
    Organization B2C Sales Representative (sn_bus_org_opptym.org_b2c_sales_rep) Functional role for creating location opportunity for consumers.

    This role contains the following inherited roles.

    • Location Org Viewer (sn_bus_loc.location_org_viewer)
    • Location Opportunity Creator (sn_bus_org_opptym.org_opportunity_creator)
    • Location Consumer Viewer (sn_bus_loc.location_account_viewer)
    Organization Sales Manager (sn_bus_org_opptym.org_sales_mgr) Functional role for location opportunity managers. They can create location opportunities for accounts and consumers for their hierarchy.

    This role contains the following inherited roles

    • Location Org Hierarchy Viewer (sn_bus_loc.location_org_hierarchy_viewer)
    • Organization B2B Sales Representative (sn_bus_org_opptym.org_b2b_sales_rep)
    • Organization B2C Sales Representative (sn_bus_org_opptym.org_b2c_sales_rep)
    Organization Opportunity Relationship Manager(sn_bus_org_opptym.org_relationship_mgr) Functional role for enterprise partner relationship managers. They’re responsible for building and managing relationships with multiple channel partners. They can create, manage, and approve account and consumer-related opportunities within their assigned organizational hierarchy.

    This role contains Organization Sales Manager (sn_bus_org_opptym.org_sales_mgr)

    sn_bus_org_opptym.org_ui Granular role for organization staff to ensure consistent opportunities experience across all user interfaces. None