Role
Customer service agent
Handles returns, complaints and questions.
Planned
Where this role appears
7 of the studied industries list a matching role.
- E-commerce and omnichannel retail
- Health insurance and managed care
- Electronics, computers and network equipment
- Courier, parcel and postal services
- Homebuilders and real-estate development
- Electric and gas utilities
- Software, IT services and internet
Planned catalog items that serve this role
- Customer attach to sale SALE-0024
- Quick-create customer at checkout SALE-0025
- Mixed currency cash tender SALE-0058
- Pay on account (fiado) tender SALE-0061
- Customer ID capture for boleta > [amount omitted] SALE-0077
- Next-sale auto reset SALE-0082
- Walk-in (consumidor final) default customer SALE-0086
- Self-checkout / kiosk mode SALE-0088
- Customer-facing display SALE-0089
- Order-ready notification to customer SALE-0090
Permissions themes
- Give this role only the rights its job needs.
- Sensitive actions (voids, discounts, refunds, price edits) are normally approved by someone else.
- Every sensitive action should leave an audit entry.
All of this is planned. No app is released. See roles and permissions.