Add related parties to an install base item
Add related parties to an install base item in the Customer Service Management application so that you can enable another party to have access to an install base.
Before you begin
Role required: admin and sn_customerservice_manager
About this task
An install base-related party is a list of contacts, consumers, contributors, service organization members, accounts, or service organizations. You add a related party to enable access to another party that isn't the owner of the install base. Related parties associated with an install base can access it and its related entities, including installed products, sold products, and associated cases.
Note: You can enable additional contacts by using the Restrict Contact Access field. For details, see Restrict contact access.
Procedure
Navigate to All > Customer Service > Products > Install Base Items.
Open an install base item from the list.
Select Install Base Related Parties, and select New.
From the Type drop-down, select the type of related party that you want to add to the install base item.
Based on the selection that you chose, you can assign one of the combinations in the following table:
Type Functional Role Entity Authorized Account Install Base Authorized Contact (sn_install_base.install_base_authorized_contact) Account Authorized Contact Install Base Authorized Contact (sn_install_base.install_base_authorized_contact) Contact Authorized Consumer Install Base Authorized Consumer (sn_install_base.install_base_authorized_consumer) Consumer Authorized Contributor Install Base Authorized Contributor (sn_install_base.install_base_authorized_contributor) User Authorized Member Install Base Authorized Member (sn_install_base.install_base_authorized_member) Service Organization Authorized Service Organization Install Base Authorized Member (sn_install_base.install_base_authorized_member) Service Organization Listed Account Not applicable Listed Contact Not applicable Listed Consumer Not applicable Listed Contributor Not applicable Listed Member Not applicable Listed Service Organization Not applicable Note: The Responsibility field on the Install Base-Related Parties form is automatically populated based on the type of related party that is selected. For information on the type of related parties, see Create related party configurations.
To use the Order field to specify the sequence in which records are displayed, organized according to business preferences.
Select Submit.
Result
The contact is assigned as a related party to the Install base item. The contact gets access to all the corresponding items, such as the child install base items and the cases on the install base item form.