Service Model Foundation table access by role

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • The user roles that can access the Service Model Foundation tables.

    Table 1. Service Model Foundation table access by role
    Table Create Read Update Delete
    Service Organization

    [sn_customer_service_organization]
    • CSM manager
    • Customer agent
    • Consumer agent
    Business Location

    [sn_csm_business_location]
    • CSM manager
    • Customer agent
    • Consumer agent
    • Location manager
    • Location agent
    • Location consumer agent
    Internal Business Location

    [sn_csm_business_location_internal]
    • CSM manager
    • Customer agent
    • Consumer agent
    • Location manager
    • Location agent
    • Location consumer agent
    • Location manager contributor
    • Service organization contributor
    External Business Location

    [sn_csm_business_location_external]
    • CSM manager
    • Customer agent
    • Consumer agent
    • Location manager contributor
    • Location relationship manager
    • Service organization contributor
    Service Organization Member

    [sn_csm_service_organization_member]
    • CSM manager
    • location manager (for their hierarchy only)
    • CSM manager
    • Customer agent
    • Consumer agent
    • Location manager (for their hierarchy only)
    • Location agent (for their locations only)
    • Location consumer agent (their locations only)
    • CSM manager
    • Location manager (for their hierarchy only)
    • CSM manager
    • Location manager (for their hierarchy only)
    Household

    [csm_household]
    • CSM manager
    • Consumer agent
    • Location manager
    • Location consumer agent
    • Relationship agent (for households they have relationships with)
    • Consumer (for their households)
    		 CSM manager
    Household Member

    [csm_household_member]

    		 CSM manager
    • CSM manager
    • Consumer agent
    • Location manager
    • Location consumer agent
    • Relationship agent (for households they have relationships with)
    • Consumer (for households where they are head of household or for consumers that they represent)
    • CSM manager
    • Relationship agent (for households they have relationships with)
    Consumer to Consumer Relationship

    [sn_customer_rel_consumer_to_consumer]

    		 CSM manager
    • CSM manager
    • Consumer agent
    • Location manager
    • Location consumer agent
    		 CSM manager
    Household Member Relationship

    [sn_customer_rel_household_member_relationship]

    		 CSM manager
    • CSM manager
    • Consumer agent
    • Location manager
    • Location consumer agent
    		 CSM manager
    Account Team Member

    [sn_customerservice_team_member]
    • CSM manager
    • Location manager (for their hierarchy)
    • CSM manager
    • customer agent
    • Location manager (for their hierarchy)
    • Location agent (for their locations)
    • Relationship agent (for accounts that they have relationships with)
    • CSM manager
    • Location manager (for their hierarchy)
    • CSM manager
    • Location manager (for their hierarchy)
    Consumer Team Member

    [sn_customer_rel_consumer_to_user]
    • CSM manager
    • Location manager (for their hierarchy)
    • CSM manager
    • Consumer agent
    • Location manager (for their hierarchy)
    • Location consumer agent (for their locations)
    • Relationship agent (for consumers that they have relationships with)
    • CSM manager
    • Location manager (for their hierarchy)
    • CSM manager
    • Location manager (for their hierarchy)
    Household Team Member

    [sn_customer_rel_household_to_user]
    • CSM manager
    • Location manager (for their hierarchy)
    • CSM manager
    • Consumer agent
    • Location manager (for their hierarchy)
    • Location consumer agent (for their locations)
    • Relationship agent (for households that they have relationships with)
    • CSM manager
    • Location manager (for their hierarchy)
    • CSM manager
    • Location manager (for their hierarchy)