---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create an account onboarding case

# Create an account onboarding case {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

When the customer service agent creates an account, an account onboarding case is generated.

## Vorbereitungen

Role required: sn_acct_lc.agent

## Prozedur

1. Navigate to WorkspaceCSM/FSM Configurable Workspace and select the List icon.
2. Navigate to the Account Onboarding CasesAll.
3. Select New.  
   The account onboarding playbook is launched. You can configure the various activities and create the account onboarding case. See [Set up the account onboarding playbook](https://servicenow-prod.fluidtopics.net/E4bizorxwK6iR3Qhb~oZeQ "Use the account onboarding playbook to import, stage, manage, and publish account data.") for details.
{#account-lifecycle-create-case__steps_v1t_gzj_1yb}