Adding related parties to a sold product

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Add related parties to a sold product to help provide the access level to the related parties, such as contacts, consumers, or accounts.

    For example, products purchased by a customer can have multiple departments tracking the product, like the finance team tracking the renewals of the product or the operations team tracking the maintenance of the product.

    With Customer access management, you can add multiple related parties and provide them with varying levels of access to the sold product. While adding related parties, you can select the related party type and responsibility.