Customer Success

23. 12. 2024

The Customer Success team consists of the Customer Success specialist.

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

Check the default Customer Success specialists backoffice:

https://back-endapi.sdk.finance/sign-in

Role	Description	Available Backoffice Functionality	View/Modify
Customer Success specialist	Managing, communicating, and supporting customers. Tracking and analyzing 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 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"