List of responsibilities provided with the base system

  • Release version: Yokohama
  • Updated June 16, 2026
  • 1 minute to read

    • List of responsibilities that are provided with the base system.

    Table 1. Responsibility table
    Responsibility Plugin Used in Relationship Role Required Supported through responsibility access configuration
    Account Manager Customer Service Base Extension Entities [com.snc.cs_base_extension] Account Team Member [sn_customerservice_team_member]
    • Relationship Agent [sn_customerservice.relationship_agent]
    • Relationship Contributor [sn_customerservice.relationship_contributor]
    		 Yes
    Note:

    Responsibility access configurations are currently inactive in Yokohama.
    Relationship Manager Customer Service Base Extension Entities [com.snc.cs_base_extension]
    • Consumer Team Member [sn_customer_rel_consumer_to_user]
    • Household Team Member [sn_customer_rel_household_to_user]
    • Relationship Agent [sn_customerservice.relationship_agent]
    • Relationship Contributor [sn_customerservice.relationship_contributor]
    		 No
    Authorized Account Customer Service [com.sn_customerservice] Sold Product Related Party [sn_install_base_sold_product_related_party] Sold Product Authorized Contact [sn_install_base.sold_product_authorized_contact] No
    Install Base Related Party [sn_install_base_related_party] Install Base Authorized Contact [sn_install_base.install_base_authorized_contact]
    Authorized Representative Customer Service [com.sn_customerservice] Sold Product Related Party [sn_install_base_sold_product_related_party]
    • Sold Product Authorized Contact [sn_install_base.sold_product_authorized_contact]
    • Sold Product Authorized Consumer [sn_install_base.sold_product_authorized_consumer]
    		 No
    Install Base Related Party [sn_install_base_related_party]
    • Install Base Authorized Contact [sn_install_base.install_base_authorized_contact]
    • Install Base Authorized Consumer [sn_install_base.install_base_authorized_consumer]
    Related Party [sn_customerservice_related_party]
    • Case Authorized Contact [sn_customerservice.case_authorized_contact]
    • Case Authorized Consumer [sn_customerservice.case_authorized_consumer]
    • Case Authorized Contributor [sn_customerservice.case_authorized_contributor]
    Consumer to Consumer Relationship [sn_customer_rel_consumer_to_consumer] Consumer [csm_consumer]
    Household Member Relationship [sn_customer_rel_household_member_relationship] Consumer [csm_consumer]
    Preferred Technician Customer Service [com.sn_customerservice] Account Team Member [sn_customerservice_team_member] N/A No
    Primary Support Agent Customer Service [com.sn_customerservice] Account Team Member [sn_customerservice_team_member] N/A No
    Support Manager Customer Service [com.sn_customerservice] Account Team Member [sn_customerservice_team_member] N/A No
    Asset Contact Customer Service [com.sn_customerservice] Account Team Member [sn_customerservice_team_member] N/A No
    Authorized Service Organization Customer Service Install Base Management [com.snc.install_base]
    Note:
    You must install com.snc.service_organization for activating com.snc.install_base plugin.
    		 Install Base Related Party [sn_install_base_related_party] Install Base Authorized Member [sn_install_base.install_base_authorized_member] No
    Location Relationship Manager Business Location [com.snc.business_location] Service Organization Member Responsibility [sn_csm_svc_org_member_responsibility] Location Relationship Manager [sn_bus_loc.location_relationship_manager] No
    Location Contributor Business Location [com.snc.business_location] Service Organization Member Responsibility [sn_csm_svc_org_member_responsibility] Service Organization Contributor [sn_customerservice.service_organization_contributor] No
    Location Consumer Agent Business Location [com.snc.business_location] Service Organization Member Responsibility [sn_csm_svc_org_member_responsibility] Location Consumer Agent [sn_customerservice.svc_location_consumer_agent] No
    Location Agent Business Location [com.snc.business_location] Service Organization Member Responsibility [sn_csm_svc_org_member_responsibility] Location Agent [sn_customerservice.svc_location_agent] No
    Location Manager Fulfiller Business Location [com.snc.business_location] Service Organization Member Responsibility [sn_csm_svc_org_member_responsibility] Location Manager [sn_customerservice.svc_location_manager] No
    Location Manager Contributor Business Location [com.snc.business_location] Service Organization Member Responsibility [sn_csm_svc_org_member_responsibility] Location Manager Contributor [sn_customerservice.svc_location_manager_contributor] No
    Location Support Agent Business Location [com.snc.business_location] Service Organization Member Responsibility [sn_csm_svc_org_member_responsibility] Location Support Agent [sn_bus_loc.svc_location_support_agent] No