List of responsibilities provided with the base system
List of responsibilities that are provided with the base system.
| Responsibility | Plugin | Used in Relationship | Role required | Supported through responsibility access configuration |
|---|---|---|---|---|
| Account Manager | Customer Service Base Extension Entities \[com.snc.cs\_base\_extension\] | Account Team Member \[sn\_customerservice\_team\_member\] | - Relationship Agent \[sn\_customerservice.relationship\_agent\] - Relationship Contributor \[sn\_customerservice.relationship\_contributor\] | Yes |
| Relationship Manager | Customer Service Base Extension Entities \[com.snc.cs\_base\_extension\] | - Consumer Team Member \[sn\_customer\_rel\_consumer\_to\_user\] - Household Team Member \[sn\_customer\_rel\_household\_to\_user\] | - Relationship Agent \[sn\_customerservice.relationship\_agent\] - Relationship Contributor \[sn\_customerservice.relationship\_contributor\] | No |
| Authorized Account | Customer Service \[com.sn\_customerservice\] | Sold Product Related Party \[sn\_install\_base\_sold\_product\_related\_party\] | Sold Product Authorized Contact \[sn\_install\_base.sold\_product\_authorized\_contact\] | No |
| Install Base Related Party \[sn\_install\_base\_related\_party\] | Install Base Authorized Contact \[sn\_install\_base.install\_base\_authorized\_contact\] | |||
| Authorized Representative | Customer Service \[com.sn\_customerservice\] | Sold Product Related Party \[sn\_install\_base\_sold\_product\_related\_party\] | - Sold Product Authorized Contact \[sn\_install\_base.sold\_product\_authorized\_contact\] - Sold Product Authorized Consumer \[sn\_install\_base.sold\_product\_authorized\_consumer\] | No |
| Install Base Related Party \[sn\_install\_base\_related\_party\] | - Install Base Authorized Contact \[sn\_install\_base.install\_base\_authorized\_contact\] - Install Base Authorized Consumer \[sn\_install\_base.install\_base\_authorized\_consumer\] | |||
| Related Party \[sn\_customerservice\_related\_party\] | - Case Authorized Contact \[sn\_customerservice.case\_authorized\_contact\] - Case Authorized Consumer \[sn\_customerservice.case\_authorized\_consumer\] - Case Authorized Contributor \[sn\_customerservice.case\_authorized\_contributor\] | |||
| Consumer to Consumer Relationship \[sn\_customer\_rel\_consumer\_to\_consumer\] | Consumer \[csm\_consumer\] | |||
| Household Member Relationship \[sn\_customer\_rel\_household\_member\_relationship\] | Consumer \[csm\_consumer\] | |||
| Preferred Technician | Customer Service \[com.sn\_customerservice\] | Account Team Member \[sn\_customerservice\_team\_member\] | None | No |
| Primary Support Agent | Customer Service \[com.sn\_customerservice\] | Account Team Member \[sn\_customerservice\_team\_member\] | None | No |
| Support Manager | Customer Service \[com.sn\_customerservice\] | Account Team Member \[sn\_customerservice\_team\_member\] | None | No |
| Asset Contact | Customer Service \[com.sn\_customerservice\] | Account Team Member \[sn\_customerservice\_team\_member\] | None | No |
| Authorized Service Organization | Customer Service Install Base Management [com.snc.install_base]Note: You must install com.snc.service_organization for activating com.snc.install_base plugin. | Install Base Related Party \[sn\_install\_base\_related\_party\] | Install Base Authorized Member \[sn\_install\_base.install\_base\_authorized\_member\] | No |
| Location Relationship Manager | Business Location \[com.snc.business\_location\] | Organization Member Responsibility \[sn\_csm\_svc\_org\_member\_responsibility\] | Location Relationship Manager \[sn\_bus\_loc.location\_relationship\_manager\] | No |
| Location Contributor | Business Location \[com.snc.business\_location\] | Organization Member Responsibility \[sn\_csm\_svc\_org\_member\_responsibility\] | Service Organization Contributor \[sn\_customerservice.service\_organization\_contributor\] | No |
| Location Consumer Agent | Business Location \[com.snc.business\_location\] | Organization Member Responsibility \[sn\_csm\_svc\_org\_member\_responsibility\] | Location Consumer Agent \[sn\_customerservice.svc\_location\_consumer\_agent\] | No |
| Location Agent | Business Location \[com.snc.business\_location\] | Organization Member Responsibility \[sn\_csm\_svc\_org\_member\_responsibility\] | Location Agent \[sn\_customerservice.svc\_location\_agent\] | No |
| Location Manager Fulfiller | Business Location \[com.snc.business\_location\] | Organization Member Responsibility \[sn\_csm\_svc\_org\_member\_responsibility\] | Location Manager \[sn\_customerservice.svc\_location\_manager\] | No |
| Location Manager Contributor | Business Location \[com.snc.business\_location\] | Organization Member Responsibility \[sn\_csm\_svc\_org\_member\_responsibility\] | Location Manager Contributor \[sn\_customerservice.svc\_location\_manager\_contributor\] | No |
| Location Support Agent | Business Location \[com.snc.business\_location\] | Organization Member Responsibility \[sn\_csm\_svc\_org\_member\_responsibility\] | Location Support Agent \[sn\_bus\_loc.svc\_location\_support\_agent\] | No |