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    • Customer Service Management
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    Home New York Customer Service Management Customer Service Management Customer Service Management Use the Customer Service Portal Customer Service Portal user roles

    Customer Service Portal user roles

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    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
    Customer

    [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.
    Customer case manager

    [sn_customerservice.customer_case_manager]

    • Create a case for this user's account and for child accounts.
    • View a list of cases created by this user and view cases for child accounts.
    • Edit cases created by this user and edit cases for child accounts.
    • View a list of assets belonging to this user's account and to child accounts.
    • Search for information.
    • Create a case on behalf of another contact in this account.
    • View a list of cases belonging to this account.
    • Edit cases belonging to the account.
    Note: The customer case manager role is not automatically added to the sn_customerservice.contact_role_assignment system property. To expose this role to customer and partner administrators, navigate to Customer Service > Administration > Properties and add it to this property.
    Customer administrator

    [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.
    Partner

    [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.
    Partner administrator

    [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.

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    Release version
    Choose your release version

      Customer Service Portal user roles

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      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
      Customer

      [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.
      Customer case manager

      [sn_customerservice.customer_case_manager]

      • Create a case for this user's account and for child accounts.
      • View a list of cases created by this user and view cases for child accounts.
      • Edit cases created by this user and edit cases for child accounts.
      • View a list of assets belonging to this user's account and to child accounts.
      • Search for information.
      • Create a case on behalf of another contact in this account.
      • View a list of cases belonging to this account.
      • Edit cases belonging to the account.
      Note: The customer case manager role is not automatically added to the sn_customerservice.contact_role_assignment system property. To expose this role to customer and partner administrators, navigate to Customer Service > Administration > Properties and add it to this property.
      Customer administrator

      [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.
      Partner

      [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.
      Partner administrator

      [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.

      Tags:

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