Assign responsibilities

Use the responsibility data model to assign responsibilities to a service organization (SO) member.

始める前に

Role required: admin

このタスクについて

Businesses often need staff to work at more than one business location, and they can have different responsibilities at different locations. Using the responsibility data model, an SO member can be assigned multiple responsibilities.

The responsibility data model tracks the relationship between the SO members and their responsibility type in the Service Organization Member Responsibilities [sn_csm_svc_org_member_responsibility] table.

注:

If the business location plugin is active, this feature is enabled by default. However, for upgrade customers, the data in the [sn_csm_svc_org_member_responsibility] table will be auto-populated for existing SO members to confirm that they retain as much access after the upgrade. Any new records created after the Australia release must be created using the following steps.

手順

1. Navigate to All > Customer Service > Service Organizations > Internal/External Business Locations.
2. Open the business location (internal or external) record.
3. Open the SO Member record from the Members related list.
4. Select New to create a record in the SO Member Responsibilities [sn_csm_svc_org_member_responsibility] table.
5. After you assign the required related party type, select Submit.
   A new responsibility is added to the SO member.