Setting up the Customer Contracts and Entitlements application
Configure the features and components of Customer Contracts and Entitlements to enable a seamless, end-to-end service experience including after sales services for your customers.
As a user with the admin role, you can set up the Customer Contracts and Entitlements application to enable users to create entitlements and customer contracts for users.
| Task | Description |
|---|---|
| Create a characteristic | Create a characteristic to add to an entitlement. A characteristic refers to the specific attributes or properties that define the entitlement. |
| Create a user | Add a user to your instance to enable them to log in and use designated application features. After adding the user, you make them approver to review customer contracts. |
| Assign a role to a user | Assign roles to users. Use this feature to grant the sn\_customerservice\_manager \(CSM manager\) role to a newly added user and authorize them to make an informed judgment to review a customer contract. |
| Create customer accountsNote: On the Accounts form, to view the customer contracts, remove the contract-related lists and configure the customer contracts related list. | Create an account and associate it to a customer contract. |
| Create a consumer record | Create a consumer record in Customer Service Management. A consumer can be associated with a customer contract in the Customer Contracts and Entitlements application. |
| Create a sold product | Create a record for a product that is sold to an account or a consumer. A sold product can be associated with multiple contracts. |
| Create an install base item | Create a record for an install base item that is sold to an account or a consumer. An install base item can be associated with multiple contracts. |