Customer success management roles
Roles added with Customer Success Management.
| Role title | Description | Contains roles | User persona |
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| sn_ti_core.delete | Role for delete access on records of Technology case table and Customer Success Choice. | ||
| sn_ti_core.admin | Admin access on records of Technology case table and Customer Success Choice. | ||
| sn_acct_lc.customer_success_viewer | The success viewer role provides authorized users the ability to view engagements, objectives, outcomes, initiatives, internal plays, customer plays, touchpoints, and any related tasks within customer success. | ||
| sn_acct_lc.customer_success_agent | Enables read, create, and update access to engagements, objectives, outcomes, initiatives, internal plays, customer plays, touchpoints, and any related tasks within customer success. | Customer Success Manager | |
| sn_acct_lc.customer_success_application_admin | Enables read, create, and update access to engagements, objectives, outcomes, initiatives, internal plays, customer plays, touchpoints, and any related tasks within customer success. | ||
| sn_acct_lc.success_play_admin | Enables 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.customer_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. |
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| sn_acct_lc.success_objective_admin | Admin access to Success Objective (sn_acct_lc_success_objective) table. |
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| sn_acct_lc.success_outcome_admin | Admin access to Success Outcome (sn_acct_lc_success_outcome) table. |
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| sn_acct_lc.success_initiative_admin | Admin access to Success Initiative (sn_acct_lc_success_initiative) table. |
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| sn_acct_lc.success_case_admin | Admin access to Customer Play (sn_acct_lc_success_case) table. |
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| sn_acct_lc.touchpoint_admin | Admin access to Touchpoint (sn_acct_lc_touchpoint) table. |
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| sn_acct_lc.success_task_admin | Admin access to Success Task (sn_acct_lc_success_task) table. |
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| sn_acct_lc.internal_play_admin | Admin access to Internal Play (sn_acct_lc.internal_play) table. |
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| sn_acct_lc.internal_play_task_admin | Admin access to Internal Play Task (sn_acct_lc.internal_play_task) table. |
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| sn_acct_lc.risk_signal_issue_admin | Admin access to the risk signal (sn_acct_lc.risk_signal_issue) table. |
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| sn_acct_lc.definition_record_admin | Admin access to the Customer Success Definition (sn_acct_lc_definition_record) table. |
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| sn_acct_lc.success_launcher_notifier_admin | Admin access to the Success Launcher Notifier (sn_acct_lc_success_launcher_notifier) table. |
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| sn_acct_lc.risk_signal_solution_admin | Admin access for the Risk issue solution (sn_acct_lc_risk_signal_solution_relationship) table. |
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| sn_acct_lc.squad_member_admin | Admin access to the Squad Member (sn_acct_lc_squad_member) table. |
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| sn_acct_lc.engagement_contract_admin | Admin access to the Engagement contract (sn_acct_lc_engagement_contract_relationship) table. |
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| 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 | Enable 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 | Enable 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 | Enable 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 | Enable 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 | Enable 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 | Enable 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 | Enable 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 | Enable 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 | Enable 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 | Enable 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 | Enable 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 | Enable 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 | Enable 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 | Enable read for priority in sn_ti_core_task, for users with roles (sn_customerservice.customer, sn_ti_core.read). | |
| import_builder | create | Enable create access on records in import_builder, for users with role import_builder_create. | |
| import_builder | write | Enable write access on records in import_builder, for users with role import_builder_write. | |
| import_builder | read | Enable read access on records in import_builder, for users with role import_builder_read. | |
| sn_acct_lc.agent | Responsible for the end-to-end workflow from onboarding customer until account go-live. |
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Onboarding Manager |
| admin | Responsible for configuring playbook, case type, emails, transform maps, and other necessary components. | ServiceNow admin/developer | |
| sn_customerservice.customer_admin | Primary customer contact responsible for managing the customer team involved in the onboarding process. | Onboarding point of contact (customer) | |
| sn_customerservice.customer_manager | Responsible for the managing customer's ServiceNow instance and setting up the Service Exchange application. | ServiceNow admin/developer (customer) | |
| sn_customerservice.customer | Responsible for providing necessary information like contact information, and locations. Verifies that the data meets the format required by the provider organization. | Foundational Data SME (Subject matter expert) | |
| sn_acct_lc.success_manager | A Success Manager (CSM) oversees a team of Customer Success Agents to verify that enterprise customers achieve their goals using the provider's products. They build strong relationships, monitor progress toward 'Success outcomes,' and align customer objectives with actionable strategies to drive satisfaction, retention, and growth. | Director of Customer Success | |
| sn_meeting_mgmt.meeting_creator | Granular role used to create and manage touchpoint meetings. | ||
| sn_acct_lc.customer_success_application_admin | Granular role used to read, create, and update access to engagements, objectives, outcomes, initiatives, internal plays, customer plays, touchpoints, and any related tasks within customer success. | ||
| sn_data_ctx_engine.sn_data_ctx_engine_admin | Granular role used to read and write to the data context engine. | ||
| sn_prod_cap_core.sn_prod_cap_core_admin | Granular role used for product capability. | ||
| sn_prod_cap_core.usage_admin | Granular role used for product capability. |