Create an account staff relationship

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

    • Create a relationship between a staff member at a business location and an account.

    Antes de Iniciar

    Role required: admin, sn_crm_account_relationship_data_manager, 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 assign users who have been added as staff members to a business location to an account relationship.
    • Administrators and customer service managers can assign a staff member from any location.
    • Location managers can assign staff members from the locations that they have access to.

    Relationships are based on responsibilities. A responsibility definition describes a role or a function that supports a customer or consumer. To create an account team member relationship, use the Account Manager responsibility.

    Procedimento

    1. Navigate to All > Customer Service > Service Organizations > Internal/External Business Locations.
    2. Select either an internal or an external business location.
    3. In the Account Staff Relationships related list, select New.
      This related list shows the accounts that have a relationship with any staff member at that location.
    4. In the Account field, select the account to which the staff member is assigned.
    5. In the Responsibility field, select Account Manager.
    6. In the User field, select the staff member to fulfill the responsibility.
    7. Select Submit.
      The relationship is added to the Account Staff Relationships related list.