Customer success roles
Roles added with Customer Success Management.
| Role title | Description | Contains roles |
|---|---|---|
| sn_ti_core.delete | Role for delete access on records of Technology case table and ALE choice | |
| sn_ti_core.admin | Admin access on records of Technology case table and ALE choice. | |
| sn_acct_lc.ale_success_viewer | The success viewer role provides authorized users the ability to view engagements, objectives, outcomes, initiatives, internal plays, success cases, touchpoints, and any related tasks within customer success. | |
| sn_acct_lc.ale_success_agent | Allows read, create, and update access to engagements, objectives, outcomes, initiatives, internal plays, success cases, touchpoints and any related tasks within customer success. | |
| sn_acct_lc.success_play_admin | Allows 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.ale_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 Success Case (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 ALE Definition Record (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 | Allow 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 | Allow 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 | Allow 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 | Allow 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 | Allow 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 | Allow 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 | Allow 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 | Allow 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 | Allow 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 | Allow 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 | Allow 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 | Allow 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 | Allow 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 | Allow read for priority in sn_ti_core_task, for users with roles (sn_customerservice.customer, sn_ti_core.read). |
| import_builder | create | Allow create access on records in import_builder, for users with role import_builder_create. |
| import_builder | write | Allow write access on records in import_builder, for users with role import_builder_write. |
| import_builder | read | Allow read access on records in import_builder, for users with role import_builder_read. |
| sn_acct_lc.agent | This is the onboarding agent role that includes permissions to access Customer Success Management tables and plugins. |
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