Enable restricted customer access for Business Organizations

task brazil Updated Sep 10, 2026 1 min read remove-legacy-contributor-roles-from-loc-mgr-contrib.md
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Run this one-time scheduled job to use the Restricted Customer Access configuration with organization customer criteria under Business Organizations. This procedure is applicable to customers upgrading from a previous release.

Before you begin

Role required: admin

About this task

For upgrade customers, to let a business organization use Restricted Customer Access to limit what its Location Manager Contributor users can view, you must first remove that inherited, unrestricted access and replace it with the location-scoped Business Org Account Contributor and Business Org Consumer Contributor roles. Use the Remove Legacy Roles from Loc Mgr Contrib scheduled job to make this change.

Note: Run this job only if you want to use Restricted Customer Access configuration with organization criteria under Business Organizations.

Before the Brazil release, Location Manager Contributor users [sn_customerservice.svc_location_manager_contributor] inherited the Account contributor [sn_customerservice.account_contributor] and Consumer contributor [sn_customerservice.consumer_contributor] roles. Those two roles give location managers blanket access to all customer regardless of the criteria.

For new customers, this configuration is available by default.

Procedure

  1. Navigate to the All > System Definitions > Scheduled Jobs module.

  2. Open the Remove Legacy Roles from Loc Mgr Contrib job.

  3. Select the Execute Now button on the form.

    The job removes the Account contributor and Consumer contributor roles from Location Manager Contributor.

    Note: Run this job once. Running it again has no additional effect once the roles have already been swapped.

    Rolling back: If you need to restore the previous behavior, run the Restore Legacy Roles to Loc Mgr Contrib scheduled job. This job adds back the Account contributor and Consumer contributor roles to Location Manager Contributor.

    Note: After a rollback, business organizations can no longer use Restricted Customer Access to limit the customer access.

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