CSR: Roles & Privileges

The following are the three types of CRMS users who have access to the CSR Support page:

  • CRMS Administrators have access to all of the functionality in CRMS, including full rights to all of the CSR tools in the Support pages.
  • CSR Administrators when logged into CRMS, have access to all of the CSR tools in the Support Pages and to the CSR Report. Only Reports and Support tab are visible to CSR Administrators in the CRMS. CSR Administrators have privileges to perform the following tasks on enrolled customer accounts
    • View Details
    • Adjust Points
    • Merge
    • Change Status
  • CSR Users have access only to a limited set of CSR tools. CSR users do not have access to sensitive customer information, nor can they perform certain operations on customers, such as merging accounts or transferring points.

CSR users have privileges to perform the following tasks on an enrolled member:

  • View Details
  • Adjust Points
  • Merge
  • Change Status

A CSR user can find any existing customer account and display the customer data in the Customer Details page. CSR users must occasionally refer certain requests for example, enrolling an unenrolled member to a CSR administrator.