Description

A user who has "sn_customerservice.customer_admin" role can't see all roles listed in "sn_customerservice.contact_role_assignment" property on service portal.

 

STR:

1. Go to Customer Service > Administration > Properties (sn_customerservice.contact_role_assignment system property)
2. List roles in "External roles that can be assigned to contacts via Customer portal". These roles should be available to edit on CSM.
3. impersonate to a user who has "sn_customerservice.customer_admin" role.
4. Go to /csm
5. Go to  Support > Contacts
6. Select any contact to edit
7. Click "Edit Role"

Only "sn_customerservice.customer" and "sn_customerservice.customer_admin" are available. Can't see "sn_customerservice.partner_admin" or "sn_customerservice.partner".

 

 

Cause

The roles availability depends on the configuration of the account that the contact belongs to.

If the account is configured only as a "Customer" then partner roles would not be available in "Edit Role".

 

How to check if the account is "Customer" or "Partner"?

1. Go to Customer service > Contact
2. Open the contact (user) 
3. Check "Account" this contact belongs to.
4. Go to Customer > Account
5. Open the account
6. See the checkbox for "Customer" and "Partner".

 

Applicable Versions

Any version