ACT-CRM-001 | CRM Editor | A staff member maintains contacts and organizations. | Keep records useful | Create and update records | crm.contacts.createcrm.contacts.updatecrm.organizations.createcrm.organizations.update | console, api |
ACT-CRM-002 | CRM Reader | A staff member reads records without authority to change them. | Find people and organizations | Read records and permitted history | crm.contacts.readcrm.organizations.readcrm.contacts.historycrm.organizations.history | console, api |
ACT-CRM-003 | CRM Administrator | A staff member administers CRM classifications, regional configuration and record safeguards. | Maintain workspace configuration, Maintain geographic grouping and assignment policy | Manage types, archive records and control locks, Manage regions and apply regional policy to existing records | crm.contacts.deletecrm.contacts.archivecrm.contacts.lockcrm.contacts.unlockcrm.organizations.deletecrm.organizations.archivecrm.contact-roles.updatecrm.contact-types.updatecrm.affiliation-types.updatecrm.address-types.updatecrm.phone-number-types.updatecrm.organization-types.updatecrm.regions.readcrm.regions.createcrm.regions.updatecrm.regions.deletecrm.regions.bulkcrm.regions.recalculate | console, api |
ACT-CRM-004 | Data Importer | An authorized integration imports CRM records through data jobs. | Bring external records into CRM | Submit bulk record work | crm.contacts.bulkcrm.organizations.bulk | job, api |
ACT-CRM-005 | CRM System | Rhythm maintains related records and evaluates organization compliance. | Keep related records consistent | Reconcile affiliations, roles and compliance | system (service execution; no independent user permission key) | job, api |
ACT-CRM-006 | Task Contributor | A staff member manages assigned work and reserves available queue or role-offered tasks. | Complete personal and shared work with clear responsibility | Reserve shared work, return it and make closing decisions | crm.tasks.readcrm.tasks.updatecrm.task_queue_operations (responsibility) | console, api |
ACT-CRM-007 | Workflow Action Engine | A registered service delegates application work through CRM task creation and state-changing actions. | Create one task per workflow creation step and apply later actions according to state | Delegate work to users or roles and update its due day or closing state | trusted service invocation (crm-tasks-service-invoke; catalogued task keys are not user-authority checks) | api, job |
ACT-CRM-008 | Duplicate Review Staff | A staff member assesses suggested pairs and records whether the identities are different or the same. | Resolve questionable duplicate identities | Inspect suggestions, dismiss false matches, restore review and confirm known duplicates | crm.duplicates.readcrm.duplicates.review | console, api |
ACT-CRM-009 | Record Quality Administrator | An administrator controls duplicate configuration and prepares and executes contact or organization combinations. | Combine repeated identities with reviewable attribution | Manage matching settings and re-checks, review previews, execute combinations, inspect outcomes and explain authorized creation exceptions | crm.duplicates.configurecrm.contacts.mergecrm.organizations.mergecrm.merges.readcrm.contacts.create-despite-duplicate-blockcrm.organizations.create-despite-duplicate-block | console, api |
ACT-CRM-010 | Portal Registrant | A person registering through Platform can respond to existing-contact suggestions supplied by CRM. | Connect registration to the appropriate existing person | Accept or reject suggested contacts during registration | Platform portal sign-up (no CRM permission key) | portal |