Add related parties to a billing account

  • Versão de lançamento: Australia
  • Atualizado 16 de jun. de 2026
  • 1 min. de leitura

    • Extend billing account access to additional customers or stakeholders by configuring billing account related parties. Related parties enable you to define relationships between billing accounts and other entities such as contacts, consumers, or accounts.

    Antes de Iniciar

    Role required: sn_billing_account.admin or sn_billing_account.crm_data_manager

    Por Que e Quando Desempenhar Esta Tarefa

    Ensure the following prerequisites are in place:
    • A billing account record exists
    • The contact, consumer, or account record you want to add as a related party exists

    Procedimento

    1. Navigate to All > Customer Service > Customer > Billing Accounts.
    2. Select a billing account from the list.
      For more information on how to create a new billing account record, see Install Billing Account.
    3. Select New from the billing account related parties related list.
    4. On the form, fill in the fields.
      Tabela 1. Contract form
      Field Definition
      Type Defines the relationship title between a related party and a billing account.
      Billing account Billing Account to which this related party belongs.
      Account Customer account associated with the billing account
      Contact Customer contact associated with the billing account
      Consumer Consumer associated with the billing account
      Order Sequence or priority of the party.
      Responsibility Provides access to the selected billing account and related information
    5. Select Submit to create a new billing account related parties record.