---
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


---

# Assign a team member to an account

# Assign a team member to an account {#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

Assign a team member to an account by selecting an employee and their role or responsibility in the Customer Service Management (CSM) application. When a team member has the Account Manager responsibility, they can view account details and perform actions on behalf of the account.

## Antes de Iniciar

Role required: One of the following roles:

* sn_crm_foundation_admin
* sn_crm_foundation_data_manager
* sn_crm_account_relationship_data_manager
* sn_customerservice_manager
{#t_AssignTeamMemberToAccount__ul_v1n_l5w_m3c}  
Nota:  
Install the CSM Contributor User (com.snc.csm_contributor_user) plugin, which has been moved to App Store beginning with Australia release.

## Por Que e Quando Desempenhar Esta Tarefa

Administrators can assign a team member to an account using the Account Team Members related list on the Responsibility Definition form. Similarly, customer service managers can assign team members to an account using the
Account Team Members related list on the account or partner record.

## Procedimento

1. Navigate to AllCustomer ServiceCustomerAccounts or Partners.
2. Select an account.
3. From the Account Team Members related list, select New.  
   The account team member must have a sn_customerservice.relationship_contributor role.
4. On the form, fill in the fields.  
   {#t_AssignTeamMemberToAccount__table_jb3_qpg_q5__entry__2}

   | Field | Definition |
   |-|-|
   | Account | Account that the user is assigned to. If you're assigning a user from an account or partner record, this field is automatically filled in. If not, you can select an account from the Accounts list. |
   | User | Employee selected to fulfill the role or responsibility. Nota: Starting with the Vancouver release, the External Organization Staff \[sn_csm_service_organization_external_staff\] can be added as Account Relationship Managers through Account Team Members (Account Staff Relationships). |
   | Type | Defines the label for the relationship with the selected user. You can select the type from the list of related party configurations. Nota: Starting with the Yokohama release, the Type field is added to the Account Team Member form. For more information on how to populate the Type field for existing data, see [Populate the Type field in relationship tables using the fix script](https://servicenow-prod.fluidtopics.net/ArPvl6_S9FLjGjb2VIMUmw "Leverage the fix script to add and manage the Type field in relationship tables. This script simplifies data mapping and enhances record consistency across the base system."). |
   | Responsibility | Role or responsibility selected for this employee. |
   | Order | Specifies the sequence in which records are displayed, organized according to business preferences. |
   [Tabela 1. Account Team Member form fields]

   {#t_AssignTeamMemberToAccount__table_jb3_qpg_q5}
5. Select Submit.