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Roles installed with Finance Service Management

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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.
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