Setting up a contact as a consumer
Set up a contact as a consumer by creating a single, unified profile that supports both the contact and consumer persona in the Customer Service Management (CSM) application.
Overview of unified consumer
A unified consumer is a single user profile that combines both contact and consumer persona within Customer Service Management (CSM). This feature eliminates the need to create and manage separate consumer user accounts for individuals who function in both roles.
The following table describes the setup procedure for activating a unified consumer:
| Task | Description |
|---|---|
| Update system property | Update the sn_customerservice.consumer.allowed_user_types system property to display the customer_contact extension records in the reference list. For more information, see Activate Unified Consumer. |
| Create and associate consumer user | Create and associate a contact with the consumer user. For more information, see Create and associate a consumer user. |
| Assign role to a contact | Assign role (sn_customerservice.consumer) to a contact. For more information, see Assign the consumer role to a contact. |
Related topics