Configure related party configurations for retail staff

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Configure the responsibilities of your retail staff by linking related party entity responsibilities to responsibility definitions.

    Before you begin

    Role required: admin

    About this task

    Area, regional, or store managers can be given any type of responsibility.

    Name Default responsibility
    Area Manager Location Manager Contributor
    Regional Manager Location Manager Contributor
    Store Associate - Fulfiller Location Agent
    Store Associate Location Contributor
    Store Manager - Fulfiller Location Manager Fulfiller
    Store Manager Location Manager Contributor

    You can add, remove, or change the responsibilities associated with your users. It is recommended, however that you create a new related party configuration instead of modifying existing configurations.

    For more information, see the Service Organizations responsibilities table in Add related party configurations to cases, sold products, install bases, or service organizations.

    Procedure

    1. Navigate to All > Customer Service > Administration > Related Party Configuration.
    2. To create a related party configuration, select New.
    3. On the form, fill in the fields.
    4. Select Submit.