Roles and responsibilities

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • After successful integration of Order Management, the following menu items and roles are added to the list view menu.

    Description of roles and their responsibilities

    Role Description Contains roles
    Location Customer Quote Agent (sn_bus_org_qm.org_sales_mgr) This role enables organization staff to create and manage account-related offers at their specific organizations.
    • Location Quote Creator (sn_bus_org_qm.org_quote_creator)
    • Location Account Viewer (sn_bus_loc.location_account_viewer)
    • Location Organization Viewer (sn_bus_loc.location_org_viewer)
    Organization ConsumerQuote Agent (sn_bus_org_qm.org_sales_mgr) This role enables organization staff to approve account-related quotes at their specific organizations.
    • Location Consumer Viewer (sn_bus_loc.location_consumer_viewer)
    • Location Organization Viewer (sn_bus_loc.location_org_viewer)
    • Organization Quote Creator (sn_bus_org_qm.org_quote_creator)
    Relationship manager for quotes (sn_bus_org_qm.org_relationship_mgr) This role enables enterprise sales personas to create, manage and approve account and consumer-related quotes for their assigned organization hierarchy.
    • sn_bus_loc_qm.location_consumer_quote_agent
    • sn_bus_loc_qm.location_customer_quote_agent
    • sn_bus_loc_qm.location_customer_quote_agent
    Organization Quote Manager (sn_bus_loc.org_sales_mgr) This role enables enterprise sales personas to create, manage, and approve account and consumer-related orders for their assigned organizational hierarchy.
    • Organization Consumer Quote Agent (sn_bus_org_qm.org_b2b_sales_rep)
    • Organization Consumer Quote Agent (sn_bus_org_qm.org_b2b_sales_rep)
    • Location Organization Hierarchy Viewer (sn_bus_loc.location_org_hierarchy_viewer)
    sn_bus_org_qm.org_ui Granular role for organization staff to ensure consistent sales quote experience across all user interfaces. None
    Note:
    For more information on channel partners see, Quote Management.