Proactive Triggers roles

Proactive Triggers adds the Proactive Triggers admin role.

To learn more about managing subscriptions, see Managing per-user subscriptions in Subscription Management and contact your account representative.

Installed roles

Note:

Simplify user administration by creating groups that contain all the roles necessary for specific personas rather than to individual users. You can then assign individual users to those groups. When users transition to new roles, you can then re-assign their group memberships, and avoid scenarios where users retain unexpected roles.

For details on the administration of users, groups, and roles, see User Administration.

Parent Topic:Components installed with the Proactive Triggers feature

Proactive Triggers admin [sn-pt.proactive_admin]

Users who create proactive rules and have access to related tables and related records.

Contains Roles

List of roles contained within the role.

• User Criteria Administrator [user_critera_admin]
• Service Portal administrator [sp_admin]

Groups

List of groups this role is assigned to by default.

None.

Special considerations

Important: Avoid granting an admin role when more specialized roles are available.