Proactive Triggers roles

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture
  • Proactive Triggers adds the Proactive Triggers admin role.

    To learn more about managing subscriptions, see Managing per-user subscriptions in Subscription Management and contact your account representative.

    Installed roles

    Role title [name] Description Contains Roles Groups Elevated Considerations

    Proactive Triggers admin

    [sn-pt.proactive_admin]

    Users who create proactive rules and have access to related tables and related records.

    • User Criteria Administrator [user_critera_admin]
    • Service Portal administrator [sp_admin]

    None.

    No

    Users assigned this role can access any related tables and records including potentially protected information, as well as proactive rules.

    Remarque :

    Simplify user administration by creating groups that contain all the roles necessary for specific personas rather than to individual users. You can then assign individual users to those groups. When users transition to new roles, you can then re-assign their group memberships, and avoid scenarios where users retain unexpected roles.

    For details on the administration of users, groups, and roles, see User Administration.

    Proactive Triggers admin [sn-pt.proactive_admin]

    Users who create proactive rules and have access to related tables and related records.

    Contains Roles

    List of roles contained within the role.

    • User Criteria Administrator [user_critera_admin]
    • Service Portal administrator [sp_admin]

    Groups

    List of groups this role is assigned to by default.

    None.

    Special considerations

    Important :
    Avoid granting an admin role when more specialized roles are available.