Roles installed with billing accounts

roles-installed-with-billing-accounts.md
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The Billing Account Core application installs granular roles across three families: platform, CRM, and customer access management. Users inherit these granular roles through the functional or persona roles assigned to them.

How billing account roles are used

The billing account roles are granular roles that act as the role condition on the application's ACLs. You don't assign a granular role to a user directly. Instead, a functional or persona role that is enabled for the responsibility framework contains the granular roles, and users inherit them. On its own, a granular role has no effect. The customer access management roles additionally drive related-party access through the declarative responsibility framework.

Platform granular roles

Platform granular roles provide access to the base billing account data.

Role Role name
Billing Account Viewer sn_billing_account.viewer
Billing Account Writer sn_billing_account.writer
Billing Account Data Manager sn_billing_account.data_manager
Billing Account Administrator sn_billing_account.admin
Billing Account API Integration sn_billing_account.ws_integration
Billing Account Schedule Viewer sn_billing_account.schedule_viewer
Billing Account Schedule Writer sn_billing_account.schedule_writer

CRM granular roles

CRM granular roles provide access to CRM billing account data and are inherited by CRM persona roles.

Role Role name
CRM Billing Account B2B Viewer sn_billing_account.crm_b2b_viewer
CRM Billing Account B2C Viewer sn_billing_account.crm_b2c_viewer
CRM Billing Account B2B Writer sn_billing_account.crm_b2b_writer
CRM Billing Account B2C Writer sn_billing_account.crm_b2c_writer
CRM Billing Account Data Manager sn_billing_account.crm_data_manager
CRM Billing Account Administrator sn_billing_account.crm_admin

Customer access management granular roles

Customer access management granular roles grant related parties access to billing accounts through the responsibility framework.

Role Role name
Billing Responsibility Granular sn_billing_account.resp_granular
Billing Authorized Contact sn_billing_account.authorized_contact
Billing Authorized Consumer sn_billing_account.authorized_consumer

Related topics

Granular roles and entities for responsibility framework

Billing accounts

Add related parties to a billing account

Create a responsibility definition

Creating a responsibility access configuration

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