Contributor user roles

reference australia Updated Sep 10, 2026 4 min read csm-contributor-user-roles.md
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The contributor user data model includes several roles that control access to cases, case tasks, and related information, assigned to users based on business needs.

These roles are included with several different plugins:

  • Case Management Core (com.sn_customerservice)
  • CSM Contributor User (com.snc.csm_contributor_user)
  • Business Location (com.snc.business_location)
  • CSM Base Extension Entities (com.snc.cs_base_extension)

See the following tables for detailed role descriptions.

Roles included with the Case Management Core plugin

The following table lists the contributor roles that are included with the Case Management Core (com.sn_customerservice) plugin along with their descriptions and associated roles.

Role

Description

Contains roles

Case contributor editor[sn_customerservice.case_contributor_editor]

This role provides limited write access to some of the fields on the Case form if the user has read access to the case through another role. Limited write access is available for the following fields:

  • Work notes
  • Additional comments
  • Attachments
  • State or stage changes
  • Contributor users
  • Contributor groups
  • Watchlist
  • Work notes list

 

Case contributor viewer[sn_customerservice.case_contributor_viewer]

This role provides read access to all tables associated with a case if the user has read access to the case through another role. The user can access the All tasks I participate in module in CSM Agent Workspace.

  • sn_shn.user
  • wm_read
## Roles included with the CSM Contributor User plugin

The following table lists the contributor roles that are included with the CSM Contributor User (com.snc.csm_contributor_user) plugin along with their descriptions and associated roles.

Role

Description

Contains roles

Account contributor[sn_customerservice.account_contributor]

This role enables users to create cases for any account.

sn_customerservice.case_contributor_creator

Consumer contributor[sn_customerservice.consumer_contributor]

This role enables users to create cases for any consumer.

sn_customerservice.case_contributor_creator

Self-contributor[sn_customerservice.self_contributor]

This role enables users with snc_internal role to create cases for themselves.

sn_customerservice.case_contributor_creator

Case contributor creator[case_contributor_creator]

This role enables users to create cases and is included in the top-level contributor roles.

 

## Roles included with the Business Location plugin

The following contributor roles are included with the Business Location plugin (com.snc.business_location).

Role

Description

Contains roles

Service organization contributor [sn_customerservice.service_organization_contributor]

This role enables you to create cases for your service organization (business location).Note: A service organization contributor must be a member of a service organization to create cases on its behalf.

This role enables you to also perform the following on the customer-visible case tasks for the cases you have access to at your service organization (business location):

  • View and update case tasks and the fields on the case task record.
  • Close case tasks in Business Location Service Portal (BLSP).

sn_customerservice.case_contributor_creator

Business Organization Self Contributor[sn_bus_loc.business_org_self_contributor]

This role enables you to create and track cases for yourself while associating them with your business location. You can also link any sold products or install base items assigned to you at a business location to the case.

sn_customerservice.case_contributor_creator

## Roles included with the CSM Base Extension Entities plugin

The following contributor roles are included with the CSM Base Extension Entities plugin (com.snc.cs_base_extension).

Role

Description

Contains roles

Relationship contributor [sn_customerservice.relationship_contributor]

This role enables you to create cases for customers with which they have an established relationship. Note:

  • The CSM Contributor User (com.snc.csm_contributor_user) plugin must be activated. This plugin is moved to the App Store beginning with Australia release.
  • A relationship contributor must be a member of an account, contact, or household team to create cases on their behalf.

sn_customerservice.case_contributor_creator

## Additional roles

Using the following roles, you can provide access to customer data and CRM workspace to some contributor users.

Role

Description

Contains roles

Customer data viewer[sn_customerservice.customer_data_viewer]

This role provides read access to customer data, including account, consumer, and household data, and the information included in the related lists.

 

Workspace user[sn_customerservice.csm_workspace_user]

This role provides access to case tasks from the following modules in the CRM workspaces for internal users only:- My Case Tasks

  • My Group's Case Tasks

You can also:

  • Use Agent Assist to search for knowledge articles (if the User Criteria are set to provide access to knowledge).
  • Create email (if you have the written access to the record and the email_composer role).
  • View response templates (if response templates have been configured for the record).

Note: An external user who is given contributor roles can't access workspace even if they’re given this role.

  • agent_workspace_user
  • canvas_user
  • sn_templated_snip.template_snippet_reader
  • email_composer
**Related topics**

Configure contributor users

Contributor users

Cases and case tasks

Roles installed with Customer Service Management

Business Stakeholder for Customer Service Management

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