Customer Service Portal user roles

Australia Customer Service Management

Release

australia

ft:locale

de-DE

ft:publication_title

Australia Customer Service Management

ft:clusterId

csm

bundleId

csm

workflow

Customer and Industry

Customer Service Portal user roles

Freigeben Version: Australia

Aktualisiert 12. März 2026

1 Minute Lesedauer

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

Tabelle : 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. Hinweis: 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.