Assign responsibilities

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use the responsibility data model to assign responsibilities to a service organization (SO) member.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Businesses often need staff to work at more than one business location, and they can have different responsibilities at different locations. Using the responsibility data model, an SO member can be assigned multiple responsibilities.

    The responsibility data model tracks the relationship between the SO members and their responsibility type in the Service Organization Member Responsibilities [sn_csm_svc_org_member_responsibility] table.
    Hinweis:
    If the business location plugin is active, this feature is enabled by default. However, for upgrade customers, the data in the [sn_csm_svc_org_member_responsibility] table will be auto-populated for existing SO members to confirm that they retain as much access after the upgrade. Any new records created after the Australia release must be created using the following steps.

    Prozedur

    1. Navigate to All > Customer Service > Service Organizations > Internal/External Business Locations.
    2. Open the business location (internal or external) record.
    3. Open the SO Member record from the Members related list.
    4. Select New to create a record in the SO Member Responsibilities [sn_csm_svc_org_member_responsibility] table.
      The Organization Member Responsibility record shows the following fields: Member, Type, and Order.
      Hinweis:
      The Member field refers to the [sn_csm_service_organization_member] table. This field is auto-populated if the record is initiated from the SO Member related list. The Type field refers to the [sn_customerservice_related_party_configuration] table, and the Order field specifies the sequence in which records are displayed, organized according to business preferences.
      With the base system, users with a specific role can be assigned a particular type.
      Tabelle : 1. User roles and associated types
      Responsibility Name
      Location Agent
      Hinweis:
      This role only applies to the internal business location.
      		 sn_customerservice.svc_location_agent
      Location Consumer Agent
      Hinweis:
      This role only applies to the internal business location.
      		 sn_customerservice.svc_location_consumer_agent
      Location Contributor sn_customerservice.service_organization_contributor
      Location Manager Contributor sn_customerservice.svc_location_manager_contributor
      Location Manager Fulfiller
      Hinweis:
      This role only applies to the internal business location.
      		 sn_customerservice.svc_location_manager
      Location Relationship Manager
      Hinweis:
      This role only applies to the external business location.
      		 sn_bus_loc.location_relationship_manager
      Location Support Agent sn_bus_loc.svc_location_support_agent
    5. After you assign the required related party type, select Submit.
      A new responsibility is added to the SO member.