Roles installed with Finance Service Management Finance Service Management adds the following roles. Role Description sn_sm_finance_admin Finance Administrator role has full control over all Service Management data. Also administers Territories and Skills, as needed. sn_sm_finance_agent Finance Agent role can accept or reject a task. It is the one who performs the work on the site. sn_sm_finance_approver_user Finance Approver role allows users to approve orders/requests. sn_sm_finance_basic Finance Basic role can read and create service orders and follow up on those they created. sn_sm_finance_dispatcher Finance Dispatcher role schedules and assigns the tasks to agents. They can be searched (filtered by) the group they manage. sn_sm_finance_initiator Finance Initiator is similar to sm_basic but is also used to grant UI access. sn_sm_finance_read Finance Read role can only read and create service orders and follow up on those they created.