Customer success roles

  • Release version: Xanadu
  • Updated August 1, 2024
  • 5 minutes to read
  • Roles added with Account Lifecycle Events.

    Role title Description Contains roles
    sn_ti_core.delete Role for delete access on records of Technology case table and ALE choice
    sn_ti_core.admin Admin access on records of Technology case table and ALE choice.
    sn_acct_lc.ale_success_viewer The success viewer role provides authorized users the ability to view engagements, objectives, outcomes, initiatives, internal plays, success cases, touchpoints, and any related tasks within customer success.
    sn_acct_lc.ale_success_agent Allows read, create, and update access to engagements, objectives, outcomes, initiatives, internal plays, success cases, touchpoints and any related tasks within customer success.
    sn_acct_lc.success_play_admin Allows create, update and delete access to workflow definition records as well as read, write and update access for entities within customer success.
    sn_acct_lc.ale_success_customer Customer role to interact with customer success team members from the provider organization.
    sn_acct_lc.engagement_admin Admin access to the Engagement (sn_acct_lc_engagement) table.
    • sn_acct_lc.engagement_write
    • sn_acct_lc.engagement_delete
    • sn_acct_lc.engagement_read
    sn_acct_lc.success_objective_admin Admin access to Success Objective (sn_acct_lc_success_objective) table.
    • sn_acct_lc.success_objective_write
    • sn_acct_lc.success_objective_delete
    • sn_acct_lc.success_objective_read
    sn_acct_lc.success_outcome_admin Admin access to Success Outcome (sn_acct_lc_success_outcome) table.
    • sn_acct_lc.success_outcome_write
    • sn_acct_lc.success_outcome_delete
    • sn_acct_lc.success_outcome_read
    sn_acct_lc.success_initiative_admin Admin access to Success Initiative (sn_acct_lc_success_initiative) table.
    • sn_acct_lc.success_initiative_write
    • sn_acct_lc.success_initiative_delete
    • sn_acct_lc.success_initiative_read
    sn_acct_lc.success_case_admin Admin access to Success Case (sn_acct_lc_success_case) table.
    • sn_acct_lc.success_case_write
    • sn_acct_lc.success_case_delete
    • sn_acct_lc.success_case_read
    sn_acct_lc.touchpoint_admin Admin access to Touchpoint (sn_acct_lc_touchpoint) table.
    • sn_acct_lc.touchpoint_write
    • sn_acct_lc.touchpoint_delete
    • sn_acct_lc.touchpoint_read
    sn_acct_lc.success_task_admin Admin access to Success Task (sn_acct_lc_success_task) table.
    • sn_acct_lc.success_task_write
    • sn_acct_lc.success_task_delete
    • sn_acct_lc.success_task_read
    sn_acct_lc.internal_play_admin Admin access to Internal Play (sn_acct_lc.internal_play) table.
    • sn_acct_lc.internal_play_write
    • sn_acct_lc.internal_play_delete
    • sn_acct_lc.internal_play_read
    sn_acct_lc.internal_play_task_admin Admin access to Internal Play Task (sn_acct_lc.internal_play_task) table.
    • sn_acct_lc.internal_play_task_write
    • sn_acct_lc.internal_play_task_delete
    • sn_acct_lc.internal_play_task_read
    sn_acct_lc.risk_signal_issue_admin Admin access to the risk signal (sn_acct_lc.risk_signal_issue) table.
    • sn_acct_lc.risk_signal_issue_write
    • sn_acct_lc.risk_signal_issue_delete
    • sn_acct_lc.risk_signal_issue_read
    sn_acct_lc.definition_record_admin Admin access to the ALE Definition Record (sn_acct_lc_definition_record) table.
    • sn_acct_lc.definition_record_write
    • sn_acct_lc.definition_record_delete
    • sn_acct_lc.definition_record_read
    sn_acct_lc.success_launcher_notifier_admin Admin access to the Success Launcher Notifier (sn_acct_lc_success_launcher_notifier) table.
    • sn_acct_lc.success_launcher_notifier_write
    • sn_acct_lc.success_launcher_notifier_delete
    • sn_acct_lc.success_launcher_notifier_read
    sn_acct_lc.risk_signal_solution_admin Admin access for the Risk issue solution (sn_acct_lc_risk_signal_solution_relationship) table.
    • sn_acct_lc.risk_signal_solution_write
    • sn_acct_lc.risk_signal_solution_delete
    • sn_acct_lc.risk_signal_solution_read
    sn_acct_lc.squad_member_admin Admin access to the Squad Member (sn_acct_lc_squad_member) table.
    • sn_acct_lc.squad_member_write
    • sn_acct_lc.squad_member_delete
    • sn_acct_lc.squad_member_read
    sn_acct_lc.engagement_contract_admin Admin access to the Engagement contract (sn_acct_lc_engagement_contract_relationship) table.
    • sn_acct_lc.engagement_contract_write
    • sn_acct_lc.engagement_contract_delete
    • sn_acct_lc.engagement_contract_read
    sn_ti_core_ale_choice Read/Report View Provides read and report view access to sn_ti_core_read role
    sn_ti_core_ale_choice Create/Write Provides create and write access to sn_ti_core_write role
    sn_ti_core_ale_choice Delete Provides delete access to sn_ti_core_delete role
    sn_acct_lc_engagement Delete Provides delete access to sn_acct_lc.engagement_delete role
    sn_acct_lc_success_objective Read/Report View Provides read and report view access to sn_acct_lc.success_objective_read role
    sn_acct_lc_success_objective Create/Write Provides create and write access to sn_acct_lc.success_objective_write role
    sn_acct_lc_success_objective Delete Provides delete access to sn_acct_lc.success_objective_delete role
    sn_acct_lc_success_outcome Read/Report View Provides read and report view access to sn_acct_lc.success_outcome_read role
    sn_acct_lc_success_outcome Create/Write Provides create and write access to sn_acct_lc.success_outcome_write role
    sn_acct_lc_success_outcome Delete Provides delete access to sn_acct_lc.success_outcome_delete role
    sn_acct_lc_success_initiative Read/Report View Provides read and report view access to sn_acct_lc.success_initiative_read role
    sn_acct_lc_success_initiative Create/Write Provides create and write access to sn_acct_lc.success_initiative_write role
    sn_acct_lc_success_initiative Delete Provides delete access to sn_acct_lc.success_initiative_delete role
    sn_acct_lc_success_case Read/Report View Provides read and report view access to sn_acct_lc.success_case_read role
    sn_acct_lc_success_case Create/Write Provides create and write access to sn_acct_lc.success_case_write role
    sn_acct_lc_success_case Delete Provides delete access to sn_acct_lc.success_case_delete role
    sn_acct_lc_touchpoint Read/Report View Provides read and report view access to sn_acct_lc.touchpoint_read role
    sn_acct_lc_touchpoint Create/Write Provides create and write access to sn_acct_lc.touchpoint_write role
    sn_acct_lc_touchpoint Delete Provides delete access to sn_acct_lc.touchpoint_delete role
    sn_acct_lc_success_task Read/Report View Provides read and report view access to sn_acct_lc.success_task_read role
    sn_acct_lc_success_task Create/Write Provides create and write access to sn_acct_lc.success_task_write role
    sn_acct_lc_success_task Delete Provides delete access to sn_acct_lc.success_task_delete role
    sn_acct_lc_internal_play Read/Report View Provides read and report view access to sn_acct_lc.internal_play_read role
    sn_acct_lc_internal_play Create/Write Provides create and write access to sn_acct_lc.internal_play_write role
    sn_acct_lc_internal_play Delete Provides delete access to sn_acct_lc.internal_play_delete role
    sn_acct_lc_internal_play_task Read/Report View Provides read and report view access to sn_acct_lc.internal_play_task_read role
    sn_acct_lc_internal_play_task Create/Write Provides create and write access to sn_acct_lc.internal_play_task_write role
    sn_acct_lc_internal_play_task Delete Provides delete access to sn_acct_lc.internal_play_task_delete role
    sn_acct_lc_risk_signal_issue Read/Report View Provides read and report view access to sn_acct_lc.risk_signal_issue_read role
    sn_acct_lc_risk_signal_issue Create/Write Provides create and write access to sn_acct_lc.risk_signal_issue_write role
    sn_acct_lc_risk_signal_issue Delete Provides delete access to sn_acct_lc.risk_signal_issue_delete role
    sn_acct_lc_definition_record Read/Report View Provides read and report view access to sn_acct_lc.definition_record_read role
    sn_acct_lc_definition_record Create/Write Provides create and write access to sn_acct_lc.definition_record_write role
    sn_acct_lc_definition_record Delete Provides delete access to sn_acct_lc.definition_record_delete role
    sn_acct_lc_success_launcher_notifier Read/Report View Provides read and report view access to sn_acct_lc.success_launcher_notifier_read role
    sn_acct_lc_success_launcher_notifier Create/Write Provides create and write access to sn_acct_lc.success_launcher_notifier_write role
    sn_acct_lc_success_launcher_notifier Delete Provides delete access to sn_acct_lc.success_launcher_notifier_delete role
    sn_acct_lc_engagement_contract_relationship Read/Report View Provides read and report view access to sn_acct_lc.engagement_contract_relationship_read role
    sn_acct_lc_engagement_contract_relationship Create/Write Provides create and write access to sn_acct_lc.engagement_contract_relationship_write role
    sn_acct_lc_engagement_contract_relationship Delete Provides delete access to sn_acct_lc.engagement_contract_relationship_delete role
    sn_acct_lc_squad_member Read/Report View Provides read and report view access to sn_acct_lc.squad_member_read role
    sn_acct_lc_squad_member Create/Write Provides create and write access to sn_acct_lc.squad_member_write role
    sn_acct_lc_squad_member Delete Provides delete access to sn_acct_lc.squad_member_delete role
    sn_acct_lc_risk_signal_solution_relationship Read/Report View Provides read and report view access to risk_signal_solution_relationship_read role
    sn_acct_lc_risk_signal_solution_relationship Create/Write Provides create and write access to risk_signal_solution_relationship_write role
    sn_acct_lc_risk_signal_solution_relationship Delete Provides delete access to risk_signal_solution_relationship_delete role
    sn_acct_lc_data_validation_assist create Allow create access on records in sn_acct_lc_data_validation_assist, for users with role sn_acct_lc.data_validation_assist_create
    sn_acct_lc_data_validation_assist read Allow read access on records in sn_acct_lc_data_validation_assist, for users with role sn_acct_lc.data_validation_assist_read
    sn_acct_lc_data_validation_assist report_view Allow report_view access on records in sn_acct_lc_data_validation_assist, for users with role sn_acct_lc.data_validation_assist_read
    sn_acct_lc_data_validation_assist delete Allow write access on records in sn_acct_lc_data_validation_assist, for users with role sn_acct_lc.data_validation_assist_admin
    sn_acct_lc_data_validation_assist write Allow write access on records in sn_acct_lc_data_validation_assist, for users with role sn_acct_lc.data_validation_assist_write
    sn_acct_lc_onb_case.days_remaining read Allow read for days_remaining in sn_acct_lc_onb_case, for users with roles (sn_customerservice.customer, sn_acct_lc.agent).
    sn_acct_lc_onb_case.go_live_date read Allow read for go_live_date in sn_acct_lc_onb_case, for users with roles (sn_acct_lc.agent, sn_customerservice.customer).
    sn_acct_lc_onb_case.products read Allow read for products in sn_acct_lc_onb_case, for users with roles (sn_customerservice.customer, sn_acct_lc.agent).
    sn_acct_lc_onb_case.stage read Allow read for stage in sn_acct_lc_onb_case, for users with roles (sn_customerservice.customer, sn_acct_lc.agent).
    sn_ti_core_task.due_date read Allow read for due_date in sn_ti_core_task, for users with roles (sn_customerservice.customer, sn_ti_core.read).
    sn_ti_core_task.days_remaining read Allow read for days_remaining in sn_ti_core_task, for users with roles (sn_ti_core.read, sn_customerservice.customer).
    sn_ti_core_task.progress read Allow read for progress in sn_ti_core_task, for users with roles (sn_customerservice.customer, sn_ti_core.read).
    sn_ti_core_task.company read Allow read for company in sn_ti_core_task, for users with roles (sn_customerservice.customer, sn_ti_core.read).
    sn_ti_core_task.priority read Allow read for priority in sn_ti_core_task, for users with roles (sn_customerservice.customer, sn_ti_core.read).
    import_builder create Allow create access on records in import_builder, for users with role import_builder_create.
    import_builder write Allow write access on records in import_builder, for users with role import_builder_write.
    import_builder read Allow read access on records in import_builder, for users with role import_builder_read.
    sn_acct_lc.agent This is the onboarding agent role that includes permissions to access Account Lifecycle Events tables and plugins.
    • sn_acct_lc.ale_success_viewer
    • sn_acct_lc.risk_signal_issue_write
    • sn_acct_lc.risk_signal_solution_write
    • sn_acct_lc.squad_member_write