Components installed with Customer Engagement Sequences

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Several types of components are installed with activation of the Customer Engagement Sequences plugin, including tables and user roles.

    Roles installed

    The following roles are installed if you're using Customer Engagement Sequences version 1.0.0.
    Role title [name] Description Contains roles

    Sequence viewer

    [sn_crm_sequence.viewer]

    Views sequence-related records.

    sn_crm_sequence.sn_crm_sequence_task_read_granular

    Sequence task read granular

    [sn_crm_sequence.sn_crm_sequence_task_read_granular]

    Granular role to grant read access to the sequence task records.

    None
    The following roles are installed if you're using Customer Engagement Sequences version 2.0.0:
    Role title [name] Description Contains roles

    Sequence admin

    [sn_crm_sequence.admin]

    		 Granular admin role grants full administrative access to all sequence records and their related data.
    • pd_cancel
    • pd_content_author
    • sn_crm_sequence.writer

    Sequence writer

    [sn_crm_sequence.writer]

    		 Creates sequence records, and views related records such as sequence tasks and sequence steps.
    • playbook.write
    • sn_crm_sequence.executor

    Sequence executor

    [sn_crm_sequence.executor]

    Views sequence and sequence task records, and completes activities related to the sequence steps.
    • sn_crm_sequence.reader
    • sn_crm_sequence.sn_crm_sequence_task_read_granular

    Sequence reader

    [sn_crm_sequence.reader]

    		 Views sequence records.

    playbook.designer_access

    Sequence task read granular

    [sn_crm_sequence.sn_crm_sequence_task_read_granular]

    Granular role to grant read access to the sequence task records.

    None

    Tables installed

    Table Description

    Customer Engagement Sequence Task

    [sn_crm_sequence_task]

    Stores the sequence task records that are generated when a sequence is triggered.

    The Customer Engagement Sequence Task [sn_crm_sequence_task] table extends the Task [task] table.