Roles and components of Deal Registration Management
Summarize
Summary of Roles and components of Deal Registration Management
The Deal Registration Management application in ServiceNow provides a structured role-based access model to secure and manage deal registration data effectively. It distinguishes betweenfunctional rolesandgranular roles, enabling precise control over who can view, create, edit, approve, or convert deal registrations across different partner types and hierarchies.
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This role framework supports both internal users (such as enterprise staff) and external users (partners), ensuring data security while facilitating efficient deal processing and collaboration.
Key Features
- Functional Roles: These are composite roles that bundle multiple granular permissions to support specific job functions related to deal registration. Examples include:
- Deal Registration Admin: Full configuration and editing rights across all partner types.
- B2B and B2C Deal Registration Initiators: Users who create, view, and track deals for B2B or B2C customers and their associated channel partners.
- Deal Registration Manager: Manages deals across an entire partner hierarchy.
- Enterprise Deal Registration Relationship Contributors and Managers: Users authorized to create, edit, and approve deals within assigned hierarchies.
- Deal Registration Agents (B2B, B2C, or both): Manage the full deal lifecycle, including creating, qualifying, approving, and converting deals into opportunities.
- Granular Roles: These provide fine-grained access controls such as read-only access to deal registrations, rights to create and edit deal registration types, and approval permissions. These roles enable tailored access for specific tasks without granting broader permissions.
- Role Hierarchy and Composition: Functional roles are composed of multiple granular roles, allowing administrators to assign complex permissions efficiently while maintaining security and operational effectiveness.
- Improved Customer Experience: By assigning roles that closely match job responsibilities, users can perform their tasks efficiently, ensuring timely deal registration and management.
Practical Implications for ServiceNow Customers
- Use functional roles to assign users comprehensive permissions aligned with their responsibilities in deal registration management.
- Leverage granular roles to fine-tune access controls, ensuring users have exactly the permissions needed without overexposure to sensitive data.
- Manage partner and enterprise user access distinctly to maintain data security while enabling collaboration across partner hierarchies.
- Enable deal registration agents to handle the entire deal lifecycle, including converting deals into opportunities, simplifying sales processes.
The Deal Registration Management application (com.snc.deal_registration_management) uses roles to provide access to information, identify internal and external users, and maintain data security.
The Deal Registration Management application (com.snc.deal_registration_management) comes with a set of functional roles, each with varying levels of access to deals and their line items.
Functional and granular roles
Functional roles help provide authorized partners to maintain data and records in the deal registration table. A granular model helps to protect data by granting the required level of access to the relevant enterprise or channel partner entities. With this functionality, each role is associated with a set of privileges that determine users’ access to certain information.
You can assign granular policies that authorize individuals to do their jobs efficiently and effectively, which helps to improve customer experience.
Roles and descriptions
| Role | Description | Contains roles |
|---|---|---|
| Deal registration admin (sn_prm_dr.deal_reg_admin) | This user can configure the deal registration data model and can create and edit all deal registrations across multiple partner types. |
|
| B2B deal registration initiator (sn_prm_dr.partner_b2b_deal_reg_initiator) | This user can create, view, and track deal registrations for all B2B customers with their associated channel partners. | Partner data viewer (sn_prm.partner_data_viewer) |
| B2C deal registration initiator (sn_prm_dr.partner_b2c_deal_reg_initiator) | This user can create, view, and track deal registrations for all B2C customers with their associated channel partners. | Partner Data Viewer (sn_prm.partner_data_viewer) |
| Deal registration initiator (sn_prm_dr.partner_deal_reg_initiator) | This user can create and view deal registrations for both B2B and B2C customers for their associated channel partners. |
|
| Deal registration manager (sn_prm_dr.partner_deal_reg_manager) | This user can create and view deal registrations for all the partners across their associated partner hierarchy. | Deal registration initiator (sn_prm_dr.partner_deal_reg_initiator) |
| Enterprise deal registration relationship contributor (sn_prm_dr.enterprise_deal_reg_rel_contributor) | This user can create, edit, and approve deal registrations for associated channel partners. | Partner data viewer (sn_prm.partner_data_viewer) |
| Enterprise deal registration relationship manager (sn_prm_dr.enterprise_deal_reg_rel_manager) | This user can create, edit, and approve deal registrations for channel partners in their assigned hierarchy. | Enterprise deal registration relationship contributor (sn_prm_dr.enterprise_deal_reg_rel_contributor) |
| B2B deal registration agent (sn_prm_dr.enterprise_b2b_deal_reg_agent) | This user can create, qualify, approve, and convert B2B deals into opportunities. A B2B deal registration agent can manage the full life cycle for B2B deal registrations. To learn more about converting deals to opportunities, see Update deal registration record |
Partner data viewer (sn_prm.partner_data_viewer) |
| B2C deal registration agent (sn_prm_dr.enterprise_b2c_deal_reg_agent) | This user can create, qualify, approve, and convert B2C deals into opportunities. A B2C deal registration agent can manage the full life cycle for B2C deal registrations. To learn more about converting deals to opportunities, see Update deal registration record |
Partner Data Viewer (sn_prm.partner_data_viewer) |
| Deal registration agent (sn_prm_dr.enterprise_deal_reg_agent) | This user can create, qualify, approve, and convert any deal registration into an opportunity. A deal registration agent can manage the full life cycle of submitted deal registrations, both B2B and B2C. To learn more about converting deals to opportunities, see Update deal registration record |
|
| Role | Description | Contains roles |
|---|---|---|
| Deal registration data viewer (sn_prm_dr.deal_reg_data_viewer) | This granular role provides users read access to all deal registrations. | Partner data viewer (sn_prm.partner_data_viewer) |
| Deal registration type writer (sn_prm_dr.deal_reg_type_writer) | This granular role provides users to create, write, and edit all deal registration types. With this granular role, users can also create mapping records in the partner program and deal registration type tables. |
Deal registration data viewer (sn_prm_dr.deal_reg_data_viewer) |
| Deal registration writer (sn_prm_dr.deal_reg_writer) | This granular role provides users create, write, and edit access to all deal registrations. | Deal registration data viewer (sn_prm_dr.deal_reg_data_viewer) |
| Experience (sn_prm_dr.deal_reg_ui) | This role provides granular access to organization staff to provide a consistent experience across all user interfaces. | NA |
| Approver (sn_prm_dr.deal_reg_approver) | This granular role provides read access to users for the deal registration to which they are added as an approver. | Partner data viewer (sn_prm.partner_data_viewer) |