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:
"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"