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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Roles required for B2B2C data models

With the B2B2C model, organizations across industries can easily configure multi-level customer relationships and support business customers who, in turn, support their end consumers.

Customer data models for B2B2C require different roles, depending on the tasks you perform.

RoleTasks
sn\_customerservice\_agent \(customer service agent\)Create a case for an account consumer from platform or Customer Service Management \(CSM\) workspaces to track issues. See Create cases for an account consumer.
awa\_agent and sn\_customerservice\_agentAccept a chat request on CSM workspaces and create a case from the chat interaction.
sn\_customerservice\_manager \(customer service manager\)Associate consumers to an account to identify the end consumers who are using products or services.Associate install base items/sold products with account consumers to track the end consumer issues.
sn\_acct\_consumer.consumer \(account consumer\)View sold products/install bases items to track the instances provisioned for your account and the products or services sold to your account.Create a case for install base items or sold products issues from the CSM portal. You get email notifications when a case is created, commented, resolved, or closed. See Create a case from the CSM portal.
sn\_customerservice.customer \(account contact\)View sold products/install bases items to track end consumer issues. SeeView install base information from the Customer Service Portal and View products information from the Customer Service Portal.Create a case for an account consumer to track consumer issues. See Create cases for an account consumer.