Account address access for contacts
Enable contacts and similar roles to access addresses linked to their accounts. This access enables them to view and select account-related addresses and the corresponding location records tied to those accounts.
Account Address overview
Account Addresses [account_address_relationship] table acts as a bridge between accounts and locations, enabling you to associate multiple locations with a single account. They also enable the reuse of the same address record across multiple accounts using shared references.
Accessible Accounts overview
Accessible accounts are customer accounts that a contact can access based on their role and access configuration. Contacts can access their accounts through:
- Direct association with accounts
- Association to the accounts through customer relationships
- Assigned roles or access control list (ACL) permissions
This feature extends account address and location access to external roles such as:
- Contact [sn_customerservice.customer]
- Contact Admin [sn_customerservice.customer_admin]
- Customer Case Manager [sn_customerservice.customer_case_manager]
- Customer Account Admin [customer_account_admin]
- Partner [sn_customerservice.partner]
- Partner Admin [sn_customerservice.partner_admin]
- Contact Manager (internal) [sn_customerservice.contact_manager]
- Roles that inherit the Contact [sn_customerservice.customer] role
This feature extends account address and location access to following granular admin roles with create, update, view, and delete privileges:
- Account data manager [sn_crm_account_data_manager]
- Account relationship data manager [sn_crm_account_relationship_data_manager]
- CRM foundation data manager [sn_crm_foundation_data_manager]
- CRM foundation admin [sn_crm_foundation_admin]
This feature extends account address and location access to following granular admin roles with read-only access:
- Account viewer [sn_crm_account_viewer]
- Account relationship viewer [sn_crm_account_relationship_viewer]
- CRM foundation data viewer [sn_crm_foundation_data_viewer]
Contact access to account-related addresses
Contacts can access account addresses and corresponding location records through different types of account relationships. These relationships determine which accounts and addresses they can view or interact with.
- My Account: It’s a direct, one-to-one relationship between the contact and it's assigned account. For example, a service provider is added as a contact under the parent account. Through the parent-child hierarchy, they can view and manage cases, addresses, and locations across child accounts in different regions.
- Other Accessible Accounts: They’re additional accounts that contacts can access indirectly, through one of the following relationships:
- Account Hierarchy: Access is inherited through parent-child account relationships. If a contact is associated with the parent account, they might automatically access the child accounts. For example, a global IT manager associated with the parent account can view and manage cases, addresses, and location records from regional teams under child accounts.
- Account Relationship: Access is granted through formal associations between two customer accounts that aren’t part of a hierarchy, and can be unidirectional or bidirectional. For example, a partner account managing support for products from another organization. Through this relationship, contacts from the partner account can access the addresses of the associated customer account.
- Contact Relationship: Access is granted when a contact is linked to another customer account they don’t belong to directly. This relationship is commonly used where a contact works across multiple accounts, such as an external service provider. For example, a consultant working with three client organizations can access the associated addresses and locations of all three accounts.