Create related party configurations
Related party configurations define the title of a relationship between an entity and an organization or user. These configurations also enable linking related party types with responsibility definitions to grant access as needed.
Before you begin
Role required: One of the following roles:
- sn_crm_customer_access_management_admin
- sn_crm_foundation_admin
- admin
Procedure
Navigate to All > Customer Service > Administration > Related Party Configuration.
To create a related party configuration, select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Related party configuration type. |
| Applies To | Table assigned with the related party configuration. |
| Entity Type | Entity type such as an account, a consumer, or a product. |
| Reference Condition | Filter condition for defining the related party configuration. In the Reference Condition field, you can select Add Filter Condition or Add "Or" Clause. |
| Default Responsibility | Access level to different entities and the related information.Note: Whenever a related party record is created, the Responsibility field gets auto-populated from the default responsibility associated with the selected party type. |
| Default Order | Numerical value given to establish the priority of the relationship.Note: Whenever a related party record is created, the Order field gets auto-populated from the default order associated with the selected party type. |
- Select Submit.