---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/customer-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Roles and responsibilities

# Roles and responsibilities {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

After successful integration of Order Management, the following menu items and roles are added to the list view menu.

## Description of roles and their responsibilities {#personas-roles-and-tables-post-integration-qm__section_s2l_gsk_ffc}

|-|-|-|
| Role | Description | Contains roles |
| Location Customer Quote Agent (sn_bus_org_qm.org_sales_mgr) | This role enables organization staff to create and manage account-related offers at their specific organizations. | * Location Quote Creator (sn_bus_org_qm.org_quote_creator) * Location Account Viewer (sn_bus_loc.location_account_viewer) * Location Organization Viewer (sn_bus_loc.location_org_viewer) {#personas-roles-and-tables-post-integration-qm__ul_snc_gcs_ffc} |
| Organization ConsumerQuote Agent (sn_bus_org_qm.org_sales_mgr) | This role enables organization staff to approve account-related quotes at their specific organizations. | * Location Consumer Viewer (sn_bus_loc.location_consumer_viewer) * Location Organization Viewer (sn_bus_loc.location_org_viewer) * Organization Quote Creator (sn_bus_org_qm.org_quote_creator) {#personas-roles-and-tables-post-integration-qm__ul_ync_gcs_ffc} |
| Relationship manager for quotes (sn_bus_org_qm.org_relationship_mgr) | This role enables enterprise sales personas to create, manage and approve account and consumer-related quotes for their assigned organization hierarchy. | * sn_bus_loc_qm.location_consumer_quote_agent * sn_bus_loc_qm.location_customer_quote_agent * sn_bus_loc_qm.location_customer_quote_agent {#personas-roles-and-tables-post-integration-qm__ul_t5h_lgn_2hc} |
| Organization Quote Manager (sn_bus_loc.org_sales_mgr) | This role enables enterprise sales personas to create, manage, and approve account and consumer-related orders for their assigned organizational hierarchy. | * Organization Consumer Quote Agent (sn_bus_org_qm.org_b2b_sales_rep) * Organization Consumer Quote Agent (sn_bus_org_qm.org_b2b_sales_rep) * Location Organization Hierarchy Viewer (sn_bus_loc.location_org_hierarchy_viewer) {#personas-roles-and-tables-post-integration-qm__ul_e4c_gcs_ffc} |
| sn_bus_org_qm.org_ui | Granular role for organization staff to ensure consistent sales quote experience across all user interfaces. | None |
[ ]

{#personas-roles-and-tables-post-integration-qm__table_rnc_gcs_ffc}  
Nota:  
For more information on channel partners see, [Quote Management](https://www.servicenow.com/docs/access?context=quote-management&version=australia&pubname=australia-order-management&ft:locale=en-US).