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Customer Success

23. 12. 2024

The Customer Success team consists of the Customer Success specialist. 

Users with the role Customer Success specialists can be created by the Administrator and the Role-Administrator. Self-registration is not allowed. 

Check the default Customer Success specialists’ backoffice:

https://back-endapi.sdk.finance/swagger/

Role Description Available Backoffice Functionality View/Modify
Customer Success specialist Managing, communicating, and supporting customers. Tracking and analysing customer transactions. Monitoring and analyzing customer activity to improve service. Clients view and modify
Clients/Chats view and modify
Transactions view
Transactions/Refunds view
Transactions/Chargebacks view
User action history view

Default Permissions for Customer Success Specialist

To check the permissions: check the Authorization response for the specific role OR use the API:

GET /role-groups/permissions 

"ISSUE_CARD_MANAGER",
"USER_NOTE_MANAGER",
"ORGANIZATION_VIEWER",
"PRIVILEGES_VIEWER",
"PROFILE_VIEWER",
"PROFILE_MANAGER",
"SMART_CARD_ISSUER",
"COIN_VIEWER",
"USER_ACTION_VIEWER",
"SYSTEM_BROADCAST_CREATION_EXECUTOR",
"TRANSACTIONS_VIEWER",
"PROFILE_DOCUMENTS_VIEWER",
"BANK_ACCOUNT_MANAGER",
"CURRENCY_VIEWER",
"COIN_MANAGER",
"CONVERSATION_DELETION_EXECUTOR",
"USER_MANAGER",
"CONVERSATION_VIEWER",
"USER_VIEWER",
"CONVERSATION_MESSAGE_CREATION_EXECUTOR"