Components installed with Customer Engagement Sequences
Several types of components are installed with activation of the Customer Engagement Sequences plugin, including tables and user roles.
Roles installed
The following roles are installed if you're using Customer Engagement Sequences version 1.0.0.
| Role title \[name\] | Description | Contains roles |
|---|---|---|
| Sequence viewer \[sn\_crm\_sequence.viewer\] | Views sequence-related records. | sn\_crm\_sequence.sn\_crm\_sequence\_task\_read\_granular |
| Sequence task read granular \[sn\_crm\_sequence.sn\_crm\_sequence\_task\_read\_granular\] | Granular role to grant read access to the sequence task records. | None |
The following roles are installed if you're using Customer Engagement Sequences version 2.0.0:
| Role title \[name\] | Description | Contains roles |
|---|---|---|
| Sequence admin \[sn\_crm\_sequence.admin\] | Granular admin role grants full administrative access to all sequence records and their related data. | - pd\_cancel - pd\_content\_author - sn\_crm\_sequence.writer |
| Sequence writer \[sn\_crm\_sequence.writer\] | Creates sequence records, and views related records such as sequence tasks and sequence steps. | - playbook.write - sn\_crm\_sequence.executor |
| Sequence executor \[sn\_crm\_sequence.executor\] | Views sequence and sequence task records, and completes activities related to the sequence steps. | - sn\_crm\_sequence.reader - sn\_crm\_sequence.sn\_crm\_sequence\_task\_read\_granular |
| Sequence reader \[sn\_crm\_sequence.reader\] | Views sequence records. | playbook.designer\_access |
| Sequence task read granular \[sn\_crm\_sequence.sn\_crm\_sequence\_task\_read\_granular\] | Granular role to grant read access to the sequence task records. | None |
Tables installed
| Table | Description |
|---|---|
| Customer Engagement Sequence Task \[sn\_crm\_sequence\_task\] | Stores the sequence task records that are generated when a sequence is triggered. |
The Customer Engagement Sequence Task [sn_crm_sequence_task] table extends the Task [task] table.
Parent Topic:Customer Engagement Sequences reference
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