---
title: Roles
description: After successful integration of Order Management, the following menu items and roles are added to the list view menu.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/personas-roles-and-tables-post-integration-qm.html
release: australia
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Quote management for business organization, Integration with Sales Customer Relationship Management, Configure Service Model Foundation, Data models, Set up your environment, Configure, Customer Service Management]
---

# Roles

After successful integration of Order Management, the following menu items and roles are added to the list view menu.

## Description of roles

<table id="table_rnc_gcs_ffc"><tbody><tr><td>

Role

</td><td>

Description

</td><td>

Contains roles

</td></tr><tr><td>

Location Customer Quote Agent \(sn\_bus\_org\_qm.org\_sales\_mgr\)

</td><td>

This role enables organization staff to create and manage account-related offers at their specific organizations.

</td><td>

-   Location Quote Creator \(sn\_bus\_org\_qm.org\_quote\_creator\)
-   Location Account Viewer \(sn\_bus\_loc.location\_account\_viewer\)
-   Location Organization Viewer \(sn\_bus\_loc.location\_org\_viewer\)

</td></tr><tr><td>

Organization ConsumerQuote Agent \(sn\_bus\_org\_qm.org\_sales\_mgr\)

</td><td>

This role enables organization staff to approve account-related quotes at their specific organizations.

</td><td>

-   Location Consumer Viewer \(sn\_bus\_loc.location\_consumer\_viewer\)
-   Location Organization Viewer \(sn\_bus\_loc.location\_org\_viewer\)
-   Organization Quote Creator \(sn\_bus\_org\_qm.org\_quote\_creator\)

</td></tr><tr><td>

Relationship manager for quotes \(sn\_bus\_org\_qm.org\_relationship\_mgr\)

</td><td>

This role enables enterprise sales personas to create, manage and approve account and consumer-related quotes for their assigned organization hierarchy.

</td><td>

-   sn\_bus\_loc\_qm.location\_consumer\_quote\_agent
-   sn\_bus\_loc\_qm.location\_customer\_quote\_agent
-   sn\_bus\_loc\_qm.location\_customer\_quote\_agent

</td></tr><tr><td>

Organization Quote Manager \(sn\_bus\_loc.org\_sales\_mgr\)

</td><td>

This role enables enterprise sales personas to create, manage, and approve account and consumer-related orders for their assigned organizational hierarchy.

</td><td>

-   Organization Consumer Quote Agent \(sn\_bus\_org\_qm.org\_b2b\_sales\_rep\)
-   Organization Consumer Quote Agent \(sn\_bus\_org\_qm.org\_b2b\_sales\_rep\)
-   Location Organization Hierarchy Viewer \(sn\_bus\_loc.location\_org\_hierarchy\_viewer\)

</td></tr><tr><td>

sn\_bus\_org\_qm.org\_ui

</td><td>

Granular role for organization staff to ensure consistent sales quote experience across all user interfaces.

</td><td>

None

</td></tr></tbody>
</table>**Note:** For more information on channel partners, see [ServiceNow Quote Experience](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/order-management/quoting-experiences-overview.md).