Assign a team member to a household

  • Freigeben Version: Australia
  • Aktualisiert 16. Juni 2026
  • 1 Minute Lesedauer

    • Assign a team member to a household by selecting an employee. You can then select the employee’s role or responsibility in the Customer Service Management (CSM) application.

    Vorbereitungen

    Role required: One of the following roles:
    • sn_crm_foundation_admin
    • sn_crm_foundation_data_manager
    • sn_crm_household_relationship_data_manager
    • sn_crm_consumer_relationship_data_manager
    • sn_customerservice_manager
    • admin

    Warum und wann dieser Vorgang ausgeführt wird

    If you're the administrator or a customer service manager, you can assign a team member to a household from the Current Members related list.

    Prozedur

    1. Navigate to All > Customer Service > Customer > Households.
    2. Select a household.
    3. From the Household Team related list, select New.
    4. On the form, fill in the fields.
      Tabelle : 1. Household Team Member form fields
      Field Definition
      Household Household that the user is assigned to.
      User Employee selected to fulfill the role or responsibility.
      Type Defines the label for the relationship with the selected user. You can select the type from the list of related party configurations.
      Hinweis:
      Starting with the Zurich release, the Type field is added to the Household Team Member form. For more information on how to populate the Type field for existing data, see Populate the Type field in relationship tables using the fix script.
      Responsibility Role or responsibility selected for this user.
      Order Specifies the sequence in which records are displayed, organized according to business preferences.
    5. Select Submit.