---
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


---

# Create relationships

# Create relationships {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 min. de leitura

Use relationships to provide internal and external users with additional access to
customer data.

## Antes de Iniciar

Role required: admin

## Por Que e Quando Desempenhar Esta Tarefa

With the Service Model Foundation feature, you can create relationships between the following users:

* Between an internal user and an account, household, or consumer.
* Between two consumers.
{#configure-data-model-relationships__ul_oxz_ykp_gmb}

Relationships are based on responsibility definitions. These definitions describe a
role or a function that supports a customer. When you create a relationship, you
select the users involved in the relationship and the responsibility that one user
performs on behalf of another.  
The Service Model Foundation plugins provide:

* Relationships that you can create between users.
* Responsibility definitions that you can assign to a user in a relationship.
{#configure-data-model-relationships__ul_hxh_qlp_gmb}  
{#configure-data-model-relationships__table_ygc_wsk_jlb__entry__3}

| Responsibility | Used in relationship | Description |
|-|-|-|
| Account Manager | Account Team Member | Use the Account Manager responsibility to create a relationship between an internal user and an account. With this relationship, the internal user can: * Create and manage cases for their accounts. * View account information, including the related entities for an account. * Create and manage contacts and additional addresses for their accounts. {#configure-data-model-relationships__ul_rwc_bgr_jlb} |
| Relationship Manager | * Consumer Team Member * Household Team Member {#configure-data-model-relationships__ul_wd1_jmd_2mb} | Use the Relationship Manager responsibility to create a relationship between: * An internal user and a consumer. * An internal user and a household. {#configure-data-model-relationships__ul_ibr_nhr_jlb} With this relationship, the internal user can do the following: * For a consumer: * Create and manage cases for the consumer. * View household information, including the related entities for that consumer. {#configure-data-model-relationships__ul_cwq_m3r_jlb} * For a household: * Create and manage cases for the household. * View household information, including the related entities for that household. * Create and manage household members. {#configure-data-model-relationships__ul_h3z_j3r_jlb} {#configure-data-model-relationships__ul_sss_j3r_jlb} |
| Authorized Representative | * Consumer to Consumer Relationship * Household Member Relationship {#configure-data-model-relationships__ul_srb_rmd_2mb} | Use the Authorized Representative responsibility to create a relationship between two consumers, regardless of household, or between two consumers within the same household. With this relationship, a consumer can: * Create and manage cases for another consumer. * View the information of another consumer. * View the install base information of another consumer and create cases for: * Sold products * Install base items {#configure-data-model-relationships__ul_scy_ysr_jlb} {#configure-data-model-relationships__ul_azw_gjr_jlb} |
[Tabela 1. Responsibility and relationship description]

{#configure-data-model-relationships__table_ygc_wsk_jlb}

## Procedimento

1. Navigate to AllCustomer ServiceCustomer Relationships.
2. Select the desired relationship.

   | Opção | Descrição |
   | Account Team Members | Create a relationship between an internal user and an account. |
   | Consumer Team Members | Create a relationship between an internal user and a consumer. |
   | Household Team Members | Create a relationship between an internal user and a household. |
   | Consumer Relationships | Create a relationship between two consumers, regardless of household. |
   | Household Relationships | Create a relationship between two consumers within a household. |
   |-|-|

   {#configure-data-model-relationships__choicetable_emj_jjz_2mb}
3. From the selected relationship list, select New.
4. Fill in the following fields for the selected relationship.  
   {#configure-data-model-relationships__table_bvg_mkz_2mb__entry__2}

   | Form | Fields |
   |-|-|
   | Account Team Member | * Account: Select the account to which the internal user is assigned. * Responsibility: Select the Account Manager responsibility. * User: Select the internal user to fulfill the responsibility. * Type: Select the type from the list of related party configurations. * Order: Select the order that specifies the sequence in which records are displayed, organized according to business preferences. {#configure-data-model-relationships__ul_ell_nkz_2mb} |
   | Consumer Team Member | * Consumer: Select the consumer to which the internal user is assigned. * Responsibility: Select the Relationship Manager responsibility. * User: Select the internal user to fulfill the responsibility. * Order: Select the order that specifies the sequence in which records are displayed, organized according to business preferences. {#configure-data-model-relationships__ul_utv_mlz_2mb} |
   | Household Team Member | * Household: Select the household to which the internal user is assigned. * Responsibility: Select the Relationship Manager responsibility. * User: Select the internal user to fulfill the responsibility. * Order: Select the order that specifies the sequence in which records are displayed, organized according to business preferences. {#configure-data-model-relationships__ul_l4b_mmz_2mb} |
   | Consumer to Consumer Relationship | * Consumer is: Select the consumer to fulfill the responsibility on behalf of another consumer. * Responsibility: Select the Authorized Representative responsibility. * of Consumer: Select the consumer who is being represented by the consumer in the Consumer is field. {#configure-data-model-relationships__ul_s2r_pmz_2mb} |
   | Household Member Relationship | * Household: Select the desired household. * Consumer is: Select the consumer in the household to fulfill the responsibility on behalf of another consumer within the same household. * Responsibility: Select the Authorized Representative responsibility. * of Consumer: Select the consumer who is being represented by the consumer in the Consumer is field. * Type: Select the type from the list of related party configurations. * Order: Select the order that specifies the sequence in which records are displayed, organized according to business preferences. {#configure-data-model-relationships__ul_dfc_mnz_2mb} |
   [Tabela 2. Relationship list form descriptions]

   {#configure-data-model-relationships__table_bvg_mkz_2mb}
5. Select Submit.  
   The relationship is added to the relationship list.  
   Account, Consumer, and Household Team Member relationships are also added to the corresponding related lists on the Business Location form.
   * Account Staff Relationships
   * Consumer Staff Relationships
   * Household Staff Relationships
   {#configure-data-model-relationships__ul_yj1_54z_2mb}  
   Consumer to Consumer and Household Member relationships are added to the following related lists:
   * Household form \> Member Relationships
   * Consumer form \> Consumer Relationships
   {#configure-data-model-relationships__ul_egr_fnp_gmb}
{#configure-data-model-relationships__steps_vb4_sfz_pgb}
**Tarefas relacionadas**   

* [Create a responsibility definition](https://servicenow-prod.fluidtopics.net/RAa0PJmIgP1j4PHADVvJJA "A responsibility, or responsibility definition, specifies the role or function a user has within an entity, determining access through relationships. When creating a relationship, users are assigned specific responsibilities that grant access to the entity and its related entities.")  
**Referência relacionada**   

* [Service Model Foundation responsibilities](https://servicenow-prod.fluidtopics.net/dakEjXsB5_OvPqU0Jc8ZTQ "A responsibility, or responsibility definition, describes a role or a function that supports a customer. Use responsibility definitions to create relationships between an agent and a customer or between two consumers.")