Assign the Unified Consumer role to a user

Assign the Unified Consumer (sn_customerservice.unified_consumer) role to the sys_user to designate them as a consumer in the Customer Service Management (CSM) application.

Before you begin

Role required: admin

Procedure

1. Navigate to All > User Administration > Users.

2. Select the user from the user record.

3. In the Roles related list, select Edit.

4. In the Collection list, select the Unified Consumer (sn_customerservice.unified_consumer) role and move it to the Roles list.

5. Select Save.

Result

The sys_user is assigned to a unified consumer role (sn_customerservice.unified_consumer).

What to do next

Create and associate a Unified Consumer user to a consumer record. For more information, see Creating and associating a Unified Consumer user to a consumer record.