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"