Customer Service Portal user roles

Several different roles allow customers to create and edit cases and manage users from the customer portal.

Table 1. Customer Service Portal user roles
User role What this user can do on the Customer Service Portal
sn_customerservice.customer
  • Create a case for this user's account.
  • View a list of cases created by this user.
  • Edit cases created by this user.
  • View a list of assets belonging to this user's account.
  • Search for information.
sn_customerservice.customer_admin
  • Create a case for this user's account.
  • Create a case on behalf of another contact for this account.
  • View a list of cases belonging to this account.
  • Edit cases belonging to this account.
  • View a list of assets belong to this user's account.
  • Search for information.
  • Manage users for this account.
sn_customerservice.partner
  • Create a case for this user's account.
  • Create a case on behalf of customer accounts.
  • View a list of cases belonging to this user.
  • Edit cases belonging to this user.
  • View a list of assets belong to this user's account.
  • Search for information.
sn_customerservice.partner_admin
  • Create a case for this user's account.
  • Create a case on behalf of customer accounts.
  • View a list of cases belonging to this account and to customer accounts.
  • View a list of assets belong to this account and to customer accounts.
  • Edit cases belonging to this account and to customer accounts.
  • Manage users for this account and for customer accounts.