---
sourceDocument: Xanadu Account Lifecycle Events
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/acct-lifecycle-events

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Account Lifecycle Events

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create an account onboarding case

# Create an account onboarding case {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

When the customer service agent creates an account, an account onboarding case is generated.

## Before you begin

Role required: sn_acct_lc.agent

## Procedure

1. Navigate to WorkspaceCSM/FSM Configurable Workspace and select the List icon.
2. Navigate to the Account Onboarding CasesAll.
3. Click New.  
   The account onboarding playbook is launched. You can configure the various activities and create the account onboarding case. See [Set up the account onboarding playbook](https://servicenow-prod.fluidtopics.net/cqF1J2GvNUjjMqRuSQzqGg "Use the account onboarding playbook to import, stage, manage, and publish account data.") for details.
{#account-lifecycle-create-case__steps_v1t_gzj_1yb}

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