---
sourceDocument: Australia Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/financial-services-operations

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# User management

# FSO User management {#ariaid-title1}

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

Configure the internal and external users for Customer Service Management to provide the right access to features, capabilities, and case data. Create relationships that facilitate case management and fulfill support roles for
specific accounts.
{#fso-user-management__table_hh2_f55_41c__entry__2}

| Task | Description |
|-|-|
| [Configure users and groups](https://www.servicenow.com/docs/access?context=configure-csm-users-groups&version=australia&pubname=australia-customer-service-management&ft:locale=en-US) | Configure the individual users and the user groups who can access your instance. |
| [User roles and FSO Business rules](https://servicenow-prod.fluidtopics.net/CTV3agMihrNr1wmKq2PGIw "This section defines the various roles within Financial Services Operations Core and explains the business rules that guide the system’s actions.") | Assign roles to individual users and user groups to control access to features, capabilities, and data. |
| [Roles and Personas](https://servicenow-prod.fluidtopics.net/IrRa5xztFFnnBmVlX8cgbg "Financial Services Operations (FSO) applications install agent connector and contributor roles to manage and monitor user privileges effectively. To provide the right level of access, these roles must be paired with roles in the CSM Industry data model and contributor user roles.") | The FSO application includes agent connector and contributor roles. To set the right access for your team, combine these roles with different CSM Industry data model and contributor user roles. |
| [Create multiple consumer profiles for a user](https://www.servicenow.com/docs/access?context=consumer-profiles-configuration&version=australia&pubname=australia-customer-service-management&ft:locale=en-US) | Individual consumers can have multiple profiles for different needs. You can create these profiles to identify and differentiate profile-specific data. |
| [Configure a unified user](https://www.servicenow.com/docs/access?context=configuring-unified-user&version=australia&pubname=australia-customer-service-management&ft:locale=en-US) | Enable users to maintain multiple profiles within the Customer Service Management (CSM) application and other ServiceNow applications with one login. |
| [Create customer relationships](https://www.servicenow.com/docs/access?context=c_CustomerServiceRelationships&version=australia&pubname=australia-customer-service-management&ft:locale=en-US) | Establish different types of relationships between partners, customers, and contacts, to make case and account management easy and flexible: * Bi-directional account relationships * Contact relationships * Account hierarchies {#fso-user-management__ul_gtx_hv2_p1c} |
| [Create account teams](https://www.servicenow.com/docs/access?context=configure-csm-account-teams&version=australia&pubname=australia-customer-service-management&ft:locale=en-US) | Create teams made up of employees and customer contacts who fulfill the roles and functions to support specific accounts. |
| [Configure Contributor Users](https://www.servicenow.com/docs/access?context=config-contributor-user&version=australia&pubname=australia-customer-service-management&ft:locale=en-US) | Configure contributor users to engage middle office teams in resolving customer issues and requests. |
| [Configuring customer access management](https://www.servicenow.com/docs/access?context=configuring-cam&version=australia&pubname=australia-customer-service-management&ft:locale=en-US) | Configure customer access management to support multiple contacts and consumers on cases and sold products, providing them with varying levels of access to the case. |
[Tabelle : 1. Setting up users, user groups, and customer relationships]

{#fso-user-management__table_hh2_f55_41c}