Service Model Foundation roles

reference brazil Updated Sep 10, 2026 6 min read csm-data-model-roles.md
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Roles that are included with the plugins that enable the Service Model Foundation feature.

Important: Some table and field labels have been changed across recent releases. For a mapping of former labels to current labels, see Service Model Foundation renamed Entities.

The following table describes the roles that the administrator can assign to the internal users.

Role

Responsibility

Description

Contains roles

Organization Hierarchy Contributor[org_hierarchy_contributor]

Organization Hierarchy Contributor

Create and track cases on behalf of location hierarchy and for customer supported by those locations

 

Organization Hierarchy Agent[org_hierarchy_agent]

Organization Hierarchy Agent

Resolves account cases associated with their location hierarchy

 

Organization Hierarchy Consumer Agent[org_hierarchy_consumer_agent]

Organization Hierarchy Consumer Agent

Resolves consumer cases associated with their location hierarchy

 

Business Organization Self Contributor[sn_bus_loc.business_org_self_contributor]

Business Organization Self Contributor

Create and track service cases for their assigned sold products and install base items at a business location, without any involvement. Can only access cases for sold products and install base items assigned at the respective business location

sn_customerservice.case_contributor_creator

Location agent[sn_customerservice.svc_location_agent]

Location agent

Create and fulfill cases for the accounts and contacts in the agent's business location

  • sn_fsm_servicedesk_agent
  • sn_esm_location_agent

Location consumer agent[sn_customerservice.svc_location_consumer_agent]

Location consumer agent

Create and fulfill cases for the consumers and households in the agent's business location.

  • sn_fsm_servicedesk_agent
  • sn_esm_location_agent

Location manager[sn_customerservice.svc_location_manager]

Location Manager Fulfiller

Create and update cases for accounts, contacts, consumers, and households that work with the business locations within their location hierarchy.

  • sn_fsm_servicedesk_agent
  • sn_customerservice.svc_location_agent
  • sn_customerservice.svc_location_consumer_agent
  • email_client_quick_message_author
  • sn_templated_snip.template_snippet_writer
  • sn_shn.admin
  • approver_user
  • sn_publication.approver

Location manager contributor[sn_customerservice.svc_location_manager_contributor]

Location Manager Contributor

Manage service organizations and create cases for accounts, households, or consumers at the service organization or any of its child service organizations.

  • sn_customerservice.service_organization_contributor
  • sn_customerservice.svc_location_manager_core
  • sn_bus_loc.business_org_account_contributor
  • sn_bus_loc.business_org_consumer_contributor

Note: The Location manager contributor reflects the role's containment after the Remove Legacy Roles from Loc Mgr Contrib job has been run. For upgrade customers who haven't run this job yet, this role still contains sn_customerservice.account_contributor and sn_customerservice.consumer_contributor instead. For more information, see Enable restricted customer access for Business Organizations.

Business Org Account Contributor[sn_bus_loc.business_org_account_contributor]

Business Org Account Contributor

Creates cases for accounts associated with their business organization using organization criteria-based restricted customer access. Tracks and manages cases created by them for the accounts associated with their business organization.

None

Business Org Consumer Contributor[sn_bus_loc.business_org_consumer_contributor]

Business Org Consumer Contributor

Creates cases for consumers and households associated with their business organization using organization criteria-based restricted customer access. Tracks and manages cases created by them for the consumers or households associated with their business organization.

None

Location Project Member

[sn_bus_loc.location_project_stakeholder]

None

Views project details and project tasks of their respective business location.

Marks customer visible project tasks as complete.

Assigns business organization project tasks to other location staff, project stakeholders, and assignment group.

None

Location Project Manager Contributor

[sn_bus_loc.location_manager_project_stakeholder]

None

Views project details and project tasks of their respective business location and child business locations.

Marks customer visible project tasks as complete.

Assigns business organization project tasks to other location staff, project stakeholders, and assignment group.

None

EBL Viewer[sn_bus_loc.ebl_viewer]

None

Views all external business location details and location staff

None

IBL viewer[sn_bus_loc.ibl_viewer]

None

Views all internal business location details and location staff.

None

Service Organization Project Manager[sn_service_org.project_manager]

None

This role can perform the following actions:- Project initiation: Creates and launches projects

Note: Service Organization project manager and customer project manager can access all project modules.

  • Project planning: Develops project plans, such as, task assignments and resource allocation.

Note: On task assignment, an automated mail is generated. Update "Send Email to Contact when Customer Project Task is assigned" flow to disable or enable notifications.

  • Task management: Monitors and manages task dependencies and execution.
  • Coordination: Views and collaborates with location staff, assigning, and tracking tasks of their respective location.
  • sn_bus_loc.ibl_viewer
  • sn_bus_loc.ebl_viewer

Relationship agent[sn_customerservice.relationship_agent]

None

This role restricts an agent's access to only those cases for the accounts, contacts, consumers, and households that they have a relationship with. This role includes the following relationships that are provided with the Service Model Foundation plugins:

  • Account Manager: Creates a relationship between an internal user and an account.
  • Relationship Manager: Creates a relationship between an internal user and a consumer or a household.
  • agent_workspace_user
  • snc_internal
  • sn_shn.editor
  • email_composer
  • sn_fsm_servicedesk_agent
  • sn_customerservice.csm_workspace_user
  • sn_templated_snip.template_snippet_reader

Service Management agent [sn_esm_location_agent]

None

A service management agent role for a business location

  • sn_lookup_verify_user
  • assignment_workbench
  • knowledge
  • agent_workspace_user
  • chat_admin
  • cmdb_read
  • agent_schedule_user
  • interaction_agent
  • sn_templated_snip.template_snippet_reader
  • sn_shn.editor
  • template_editor
  • email_composer
  • template_editor_global

Location Support agent[sn_bus_loc.svc_location_support_agent]

Location Support Agent

This role resolves the cases originated from other business organizations, ensuring access to required information and other details, and facilitating efficient coordination with store personnel

Note: This role only applies to the internal business location.

sn_esm_location_agent

Service organization contributor[sn_customerservice.service_organization_contributor]

Location Contributor

This user:- works with accounts and contacts, consumers, and households

  • uses the Customer or Consumer Service Portal to assist customers
  • search knowledge articles and catalog items.
  • create cases on behalf of their business location, including cases for catalog items (requests), and follow up on those cases.
  • create cases from communication channels available to customers including phone, web, chat, Virtual Agent, and messaging.
  • view and follow up on other cases created for the user's business location.

If also an internal user on a case, this user can:

  • add additional comments and attachments
  • accept or reject a solution
  • close a case
  • receive notifications of case updates
  • read work notes
  • sn_customerservice.case_contributor_creator
  • sn_service_org.service_criteria_read
  • sn_service_org.customer_criteria_read
## Granular roles

Role name

Description

Inherited by

Inherits

sn_service_org.service_org_delete

Provides delete access to service organization, business location, internal business location, and external business location

sn_service_org.service_org_admin

No

sn_service_org.service_org_external_staff_create

Provides create access to service organization external staff

sn_service_org.service_org_admin

No

sn_service_org.service_org_external_staff_read

Provides read access to service organization external staff

sn_service_org.service_org_admin

No

sn_service_org.service_org_external_staff_write

Provides write access to service organization external staff

sn_service_org.service_org_admin

No

sn_service_org.service_org_external_staff_delete

Provides delete access to service organization external staff

sn_service_org.service_org_admin

No

sn_service_org.service_org_assignment_group_create

Provides create access to service organization assignment groups

sn_service_org.service_org_admin

No

sn_service_org.service_org_assignment_group_read

Provides read access to service organization assignment groups

sn_service_org.service_org_admin

No

sn_service_org.service_org_assignment_group_write

Provides write access to service organization assignment groups

sn_service_org.service_org_admin

No

sn_service_org.service_org_assignment_group_delete

Provides delete access to service organization assignment groups

sn_service_org.service_org_admin

No

sn_service_org.service_org_criteria_create

Provides create access to organization criteria

sn_service_org.service_org_admin

No

sn_service_org.service_org_criteria_read

Provides read access to organization criteria

sn_service_org.service_org_admin

No

sn_service_org.service_org_criteria_write

Provides write access to organization criteria

sn_service_org.service_org_admin

No

sn_service_org.service_org_criteria_delete

Provides delete access to organization criteria

sn_service_org.service_org_admin

No

sn_service_org.service_org_customer_criteria_create

Provides create access to organization customer criteria

sn_service_org.service_org_admin

No

sn_service_org.service_org_customer_criteria_read

Provides read access to organization customer criteria

sn_service_org.service_org_admin

No

sn_service_org.service_org_customer_criteria_write

Provides write access to organization customer criteria

sn_service_org.service_org_admin

No

sn_service_org.service_org_customer_criteria_delete

Provides delete access to organization customer criteria

sn_service_org.service_org_admin

No

sn_service_org.service_org_offering_service_read

Provides all CRUD access to outsourced customer service flow

No

  • sn_service_org.service_external_staff.create
  • sn_service_org.service_external_staff.read
  • sn_service_org.service_external_staff.write
  • sn_service_org.service_external_staff.delete
  • sn_contractor.outsourced_service_provider_create
  • sn_contractor.outsourced_service_provider_read
  • sn_contractor.outsourced_service_provider_write
  • sn_contractor.outsourced_service_provider_delete
  • sn_contractor.outsourced_service_provider_criteria_create
  • sn_contractor.outsourced_service_provider_criteria_read
  • sn_contractor.outsourced_service_provider_criteria_write
  • sn_contractor.outsourced_service_provider_criteria_delete
  • sn_csm_ocs.sn_csm_ocs_case_transfer_request_create
  • sn_csm_ocs.sn_csm_ocs_case_transfer_request_read
  • sn_csm_ocs.sn_csm_ocs_case_transfer_request_write
  • sn_csm_ocs.sn_csm_ocs_case_transfer_request_delete

sn_contractor.outsourced_service_provider_create

Provides create access to outsourced service providers

sn_csm_ocs.csm_ocs_admin

No

sn_contractor.outsourced_service_provider_read

Provides read access to outsourced service providers

sn_csm_ocs.csm_ocs_admin

No

sn_contractor.outsourced_service_provider_write

Provides update access to outsourced service providers

sn_csm_ocs.csm_ocs_admin

No

sn_contractor.outsourced_service_provider_delete

Provides delete access to outsourced service providers

sn_csm_ocs.csm_ocs_admin

No

sn_contractor.outsourced_service_provider_criteria_create

Provides create access to outsourcing criteria

sn_csm_ocs.csm_ocs_admin

No

sn_contractor.outsourced_service_provider_criteria_read

Provides read access to outsourcing criteria

sn_csm_ocs.csm_ocs_admin

No

sn_contractor.outsourced_service_provider_criteria_write

Provides update access to outsourcing criteria

sn_csm_ocs.csm_ocs_admin

No

sn_contractor.outsourced_service_provider_criteria_delete

Provides delete access to outsourcing criteria

sn_csm_ocs.csm_ocs_admin

No

sn_csm_ocs.csm_ocs_case_transfer_request_create

Provides create access to outsourced case transfer requests

sn_csm_ocs.csm_ocs_admin

No

sn_csm_ocs.csm_ocs_case_transfer_request_read

Provides read access to outsourced case transfer requests

sn_csm_ocs.csm_ocs_admin

No

sn_csm_ocs.csm_ocs_case_transfer_request_write

Provides write access to outsourced case transfer requests

sn_csm_ocs.csm_ocs_admin

No

sn_csm_ocs.csm_ocs_case_transfer_request_delete

Provides delete access to outsourced case transfer requests

sn_csm_ocs.csm_ocs_admin

No

**Related topics**

Granular admin roles

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