Service Model Foundation table access by role
The user roles that can access the Service Model Foundation tables.
| Table | Create | Read | Update | Delete |
|---|---|---|---|---|
| Organization Core \[sn\_customer\_service\_organization\] | - CSM manager - Customer agent - Consumer agent | |||
| Business Organization \[sn\_csm\_business\_location\] | - CSM manager - Customer agent - Consumer agent - Location manager - Location agent - Location consumer agent | |||
| Internal Organization \[sn\_csm\_business\_location\_internal\] | - CSM manager - Customer agent - Consumer agent - Location manager - Location agent - Location consumer agent - Location manager contributor - Service organization contributor | |||
| External Organization \[sn\_csm\_business\_location\_external\] | - 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 managers \(for their hierarchy only\) | - CSM manager - Customer agent - Consumer agent - Location managers \(for their hierarchy only\) - Location agents \(for their locations only\) - Location consumer agents \(their locations only\) | - CSM manager - Location managers \(for their hierarchy only\) | - CSM manager - Location managers \(for their hierarchy only\) |
| Household\[csm\_household\] | - CSM manager - Consumer agent - Location manager - Location consumer agent - Relationship agents \(for households they have relationships with\) - Consumers \(for their households\) | CSM manager | ||
| Household Member\[csm\_household\_member\] | CSM manager | - CSM manager - Consumer agent - Location manager - Location consumer agent - Relationship agents \(for households they have relationships with\) - Consumers \(for households where they’re head of household or for consumers that they represent\) | - CSM manager - Relationship agents \(for households they have relationships with\) | |
| 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 | - CSM manager - customer agent - Location manager - Location agents \(for their locations\) - Relationship agents \(for accounts that they have relationships with\) | - CSM manager - Location manager | - CSM manager - Location manager |
| Consumer Team Member\[sn\_customer\_rel\_consumer\_to\_user\] | - CSM manager - Location manager | - CSM manager - Consumer agent - Location manager - Location consumer agents \(for their locations\) - Relationship agents \(for consumers that they have relationships with\) | - CSM manager - Location manager | - CSM manager - Location manager |
| Household Team Member\[sn\_customer\_rel\_household\_to\_user\] | - CSM manager - Location manager | - CSM managers - Consumer agents - Location manager - Location consumer agents \(for their locations\) - Relationship agents \(for households that they have relationships with\) | - CSM manager - Location manager | - CSM manager - Location manager |