Configure public sector roles and permissions for Mobile Agent app

Configure user roles for government service agents to access the Mobile Agent app. This step is mandatory for any government service agent to be able to work from the app.

Before you begin

Role required: admin

Procedure

1. In the navigation filter, enter sys_sg_applet_launcher.list to open the Applet Launchers [sys_sg_applet_launcher] table.
2. From the Launcher screens table, select the Cases record.
   The Required Roles record should contain only the Customer Service Agent (sn_customerservice_agent) role.
3. Optional: If prompted, switch from the Global application to the Customer Service Mobile application.
4. Select the edit icon () under Required Roles and add the following roles:
   • sn_gsm.agency_manager
   • sn_gsm.government_service_manager
   • sn_gsm.constituent_agent
   • sn_gsm.business_agent
   • sn_gsm.agency_constituent_agent
   • sn_gsm.agency_agent
5. Select Done to save the roles.
   Agents with the above roles can now log in to the Mobile Agent and work on Service Request cases assigned to them.