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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Roles and responsibilities

After successful integration of Order Management, the following menu items and roles are added to the list view menu.

Description of roles and their responsibilities

RoleDescriptionContains roles
Location Customer Quote Agent \(sn\_bus\_org\_qm.org\_sales\_mgr\)This role enables organization staff to create and manage account-related offers at their specific organizations.- Location Quote Creator \(sn\_bus\_org\_qm.org\_quote\_creator\) - Location Account Viewer \(sn\_bus\_loc.location\_account\_viewer\) - Location Organization Viewer \(sn\_bus\_loc.location\_org\_viewer\)
Organization ConsumerQuote Agent \(sn\_bus\_org\_qm.org\_sales\_mgr\)This role enables organization staff to approve account-related quotes at their specific organizations.- Location Consumer Viewer \(sn\_bus\_loc.location\_consumer\_viewer\) - Location Organization Viewer \(sn\_bus\_loc.location\_org\_viewer\) - Organization Quote Creator \(sn\_bus\_org\_qm.org\_quote\_creator\)
Relationship manager for quotes \(sn\_bus\_org\_qm.org\_relationship\_mgr\)This role enables enterprise sales personas to create, manage and approve account and consumer-related quotes for their assigned organization hierarchy.- sn\_bus\_loc\_qm.location\_consumer\_quote\_agent - sn\_bus\_loc\_qm.location\_customer\_quote\_agent - sn\_bus\_loc\_qm.location\_customer\_quote\_agent
Organization Quote Manager \(sn\_bus\_loc.org\_sales\_mgr\)This role enables enterprise sales personas to create, manage, and approve account and consumer-related orders for their assigned organizational hierarchy.- Organization Consumer Quote Agent \(sn\_bus\_org\_qm.org\_b2b\_sales\_rep\) - Organization Consumer Quote Agent \(sn\_bus\_org\_qm.org\_b2b\_sales\_rep\) - Location Organization Hierarchy Viewer \(sn\_bus\_loc.location\_org\_hierarchy\_viewer\)
sn\_bus\_org\_qm.org\_uiGranular role for organization staff to ensure consistent sales quote experience across all user interfaces.None

Note: For more information on channel partners see, .