---
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


---

# Associate customers or locations to a service organization

# Associate customers or business locations to a service organization {#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

Associate your customers or business locations with a service organization (SO) using the Customer Service Management (CSM) application. By linking customers or business locations to the service organization, staff can create or resolve cases for customers and locations raised by other business locations.

## Antes de Iniciar

Role required: admin, sn_customerservice_manager, sn_customerservice.svc_location_manager, sn_customerservice.svc_location_manager_contributor, and sn_bus_loc.location_relationship_manager

## Por Que e Quando Desempenhar Esta Tarefa

You can associate customers (accounts, consumers, and households) and business locations (both internal and external) by using the organization criteria \[service_organization_criteria\] table. This
association helps your organization to gain access to all customers and business locations associated with a service organization.

For more information about defining organization criteria, see [Create the criteria for a service organization](https://servicenow-prod.fluidtopics.net/q1cWU9ySpjfRhfjGuX~RXA "Define the criteria within organization criteria [service_organization_criteria] table so that you can later associate your service organizations to a service or your customers to a service organization. You do this task in the Customer Service Management (CSM) application.").

## Procedimento

1. Navigate to AllCustomer ServiceService OrganizationsBusiness LocationsInternal or External Business Locations.
2. Select the desired internal or external business locations record.
3. From the Organization Customer Criteria related list, select New.
4. On the form, fill in the fields.  
   {#associate-customers-or-bus-loc-to-so__table_ykh_hfr_1cc__entry__2}

   | Field | Description |
   |-|-|
   | Organization Criteria | Criteria that define the customers at a service organization. |
   | Service Organization | Service organization that serves the customers that match the criteria. |
   | Active | Check box to activate or deactivate the organization customer criteria. By default, the active field is set to True. Nota: Only one active criterion is enabled according to table to be associated with a service organization. |
   [Tabela 1. Organization Customer Criteria form]

   {#associate-customers-or-bus-loc-to-so__table_ykh_hfr_1cc}
5. Select Submit.

## Resultado

An organization criterion is successfully defined for a business location.