Creating and associating a Unified Consumer user to a consumer record

Create and associate a Unified Consumer user with a consumer record so that your user can access the Customer Service Portal (CSP). This process involves creating a Unified Consumer user through a consumer form and then associating the user to a consumer record.

Create a Consumer User through a consumer form

Create a Consumer User through the User lookup list on the consumer form.

Before you begin

Role required: sn_crm_consumer_data_manager, sn_crm_consumer_relationship_data_manager, sn_crm_household_data_manager or sn_crm_household_relationship_data_manager or sn_crm_foundation_data_manager, sn_crm_foundation_admin or admin

About this task

You can create both the internal (snc_internal) and external (snc_external) users.

Note: Only administrators can associate a sys_user with a consumer, and each user can be associated with only one consumer.

Procedure

1. Navigate to All > Customer Service > Customer > Consumers.

2. Select the consumer from the consumer record.

3. In the Login Details related list, select the User lookup icon

1. On the Users list, select New.

   Note: If the unified consumer isn’t configured, the system redirects to the consumer user form. If other user extensions are configured, it redirects to the interceptor, enabling you to select the user type.

2. On the form, fill in the fields.

   For a description of the field values, see Create a user.

3. Select Submit.

What to do next

Associate an existing user with a consumer record. For more information, see Associate an existing user with a consumer record.

Associate an existing user with a consumer record

Associate a user with a consumer record in the Customer Service Management (CSM) application. After the association is done, you can access the Consumer Service Portal (CSP) as a consumer to search for information, create cases, and more.

Before you begin

Role required: sn_crm_consumer_data_manager, sn_crm_consumer_relationship_data_manager, sn_crm_household_data_manager or sn_crm_household_relationship_data_manager or sn_crm_foundation_data_manager, sn_crm_foundation_admin or admin

Procedure

1. Navigate to All > Customer Service > Customer > Consumers.

2. Select the consumer from the consumer record.

3. In the Login Details related list, select the User lookup icon

1. On the Users form, select the user to associate with the consumer record.

   Note: If the unified consumer is activated, you can select the user type from the interceptor form.

2. Select Save.

Result

The sys_user is associated with the consumer record. You can access the Consumer Service Portal (CSP) as a consumer.