Create related party configurations

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    Role required: One of the following roles:
    • sn_crm_customer_access_management_admin
    • sn_crm_foundation_admin
    • admin

    Procedimento

    1. Navigate to All > Customer Service > Administration > Related Party Configuration.
    2. To create a related party configuration, select New.
    3. On the form, fill in the fields.
      Tabela 1. Related Party Configuration record form
      Field Description
      Name Related party configuration type.
      Applies To Table assigned with the related party configuration.
      Entity Type Entity type such as an account, a consumer, or a product.
      Reference Condition Filter condition for defining the related party configuration. In the Reference Condition field, you can select Add Filter Condition or Add "Or" Clause.
      Default Responsibility Access level to different entities and the related information.
      Nota:
      Whenever a related party record is created, the Responsibility field gets auto-populated from the default responsibility associated with the selected party type​.
      Default Order Numerical value given to establish the priority of the relationship.
      Nota:
      Whenever a related party record is created, the Order field gets auto-populated from the default order associated with the selected party type​.
    4. Select Submit.