---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/customer-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Add related parties to an install base item

# Add related parties to an install base item {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

Add related parties to an install base item in the Customer Service Management application so that you can enable another party to have access to
an install base.

## Antes de Iniciar

Role required: admin and sn_customerservice_manager

## Por Que e Quando Desempenhar Esta Tarefa

An install base-related party is a list of contacts, consumers, contributors, service organization members, accounts, or service organizations. You add a related party to enable access to another party that isn't the owner of
the install base. Related parties associated with an install base can access it and its related entities, including installed products, sold products, and associated cases.  
Nota:  
You can enable additional contacts by using the Restrict Contact Access field. For details, see [Restrict contact access](https://servicenow-prod.fluidtopics.net/uEjiiKvJb9D1lRZgWIqmRw "Restrict contact access to sold products and install bases by limiting the access for associated contacts and their access levels for customer access management.").

## Procedimento

1. Navigate to AllCustomer ServiceProductsInstall Base Items.
2. Open an install base item from the list.
3. Select Install Base Related Parties, and select New.
4. From the Type drop-down, select the type of related party that you want to add to the install base item.  
   Based on the selection that you chose, you can assign one of the combinations in the following table:{#add-related-party-install-base__table_zdq_w4y_bwb__entry__3}

   | Type | Functional Role | Entity |
   |-|-|-|
   | Authorized Account | Install Base Authorized Contact (sn_install_base.install_base_authorized_contact) | Account |
   | Authorized Contact | Install Base Authorized Contact (sn_install_base.install_base_authorized_contact) | Contact |
   | Authorized Consumer | Install Base Authorized Consumer (sn_install_base.install_base_authorized_consumer) | Consumer |
   | Authorized Contributor | Install Base Authorized Contributor (sn_install_base.install_base_authorized_contributor) | User |
   | Authorized Member | Install Base Authorized Member (sn_install_base.install_base_authorized_member) | Service Organization |
   | Authorized Service Organization | Install Base Authorized Member (sn_install_base.install_base_authorized_member) | Service Organization |
   | Listed Account |   | Not applicable |
   | Listed Contact |   | Not applicable |
   | Listed Consumer |   | Not applicable |
   | Listed Contributor |   | Not applicable |
   | Listed Member |   | Not applicable |
   | Listed Service Organization |   | Not applicable |
   [Tabela 1. Related Type list]

   {#add-related-party-install-base__table_zdq_w4y_bwb}  
   Nota:  
   The Responsibility field on the Install Base-Related Parties form is automatically populated based on the type of related party that is selected. For information on the type of related parties, see [Create related party configurations](https://servicenow-prod.fluidtopics.net/4TvrhuHgdm6_1IFAu_XszA "Related party configurations define the title of a relationship between an entity and an organization or user. These configurations also enable linking related party types with responsibility definitions to grant access as needed.").
5. To use the Order field to specify the sequence in which records are displayed, organized according to business preferences.
6. Select Submit.

## Resultado

The contact is assigned as a related party to the Install base item. The contact gets
access to all the corresponding items, such as the child install base items and the
cases on the install base item form.