Customer success management roles

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 6 Minuten Lesedauer
  • Roles added with Customer Success Management.

    Role title Description Contains roles User persona
    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.
    • sn_acct_lc.engagement_write
    • sn_acct_lc.engagement_delete
    • sn_acct_lc.engagement_read
    sn_acct_lc.success_objective_admin Admin access to Success Objective (sn_acct_lc_success_objective) table.
    • sn_acct_lc.success_objective_write
    • sn_acct_lc.success_objective_delete
    • sn_acct_lc.success_objective_read
    sn_acct_lc.success_outcome_admin Admin access to Success Outcome (sn_acct_lc_success_outcome) table.
    • sn_acct_lc.success_outcome_write
    • sn_acct_lc.success_outcome_delete
    • sn_acct_lc.success_outcome_read
    sn_acct_lc.success_initiative_admin Admin access to Success Initiative (sn_acct_lc_success_initiative) table.
    • sn_acct_lc.success_initiative_write
    • sn_acct_lc.success_initiative_delete
    • sn_acct_lc.success_initiative_read
    sn_acct_lc.success_case_admin Admin access to Customer Play (sn_acct_lc_success_case) table.
    • sn_acct_lc.success_case_write
    • sn_acct_lc.success_case_delete
    • sn_acct_lc.success_case_read
    sn_acct_lc.touchpoint_admin Admin access to Touchpoint (sn_acct_lc_touchpoint) table.
    • sn_acct_lc.touchpoint_write
    • sn_acct_lc.touchpoint_delete
    • sn_acct_lc.touchpoint_read
    sn_acct_lc.success_task_admin Admin access to Success Task (sn_acct_lc_success_task) table.
    • sn_acct_lc.success_task_write
    • sn_acct_lc.success_task_delete
    • sn_acct_lc.success_task_read
    sn_acct_lc.internal_play_admin Admin access to Internal Play (sn_acct_lc.internal_play) table.
    • sn_acct_lc.internal_play_write
    • sn_acct_lc.internal_play_delete
    • sn_acct_lc.internal_play_read
    sn_acct_lc.internal_play_task_admin Admin access to Internal Play Task (sn_acct_lc.internal_play_task) table.
    • sn_acct_lc.internal_play_task_write
    • sn_acct_lc.internal_play_task_delete
    • sn_acct_lc.internal_play_task_read
    sn_acct_lc.risk_signal_issue_admin Admin access to the risk signal (sn_acct_lc.risk_signal_issue) table.
    • sn_acct_lc.risk_signal_issue_write
    • sn_acct_lc.risk_signal_issue_delete
    • sn_acct_lc.risk_signal_issue_read
    sn_acct_lc.definition_record_admin Admin access to the Customer Success Definition (sn_acct_lc_definition_record) table.
    • sn_acct_lc.definition_record_write
    • sn_acct_lc.definition_record_delete
    • sn_acct_lc.definition_record_read
    sn_acct_lc.success_launcher_notifier_admin Admin access to the Success Launcher Notifier (sn_acct_lc_success_launcher_notifier) table.
    • sn_acct_lc.success_launcher_notifier_write
    • sn_acct_lc.success_launcher_notifier_delete
    • sn_acct_lc.success_launcher_notifier_read
    sn_acct_lc.risk_signal_solution_admin Admin access for the Risk issue solution (sn_acct_lc_risk_signal_solution_relationship) table.
    • sn_acct_lc.risk_signal_solution_write
    • sn_acct_lc.risk_signal_solution_delete
    • sn_acct_lc.risk_signal_solution_read
    sn_acct_lc.squad_member_admin Admin access to the Squad Member (sn_acct_lc_squad_member) table.
    • sn_acct_lc.squad_member_write
    • sn_acct_lc.squad_member_delete
    • sn_acct_lc.squad_member_read
    sn_acct_lc.engagement_contract_admin Admin access to the Engagement contract (sn_acct_lc_engagement_contract_relationship) table.
    • sn_acct_lc.engagement_contract_write
    • sn_acct_lc.engagement_contract_delete
    • sn_acct_lc.engagement_contract_read
    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.
    • sn_acct_lc.customer_success_viewer
    • sn_acct_lc.risk_signal_issue_write
    • sn_acct_lc.risk_signal_solution_write
    • sn_acct_lc.squad_member_write
    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.