---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Add a related party to an install base item

# Add a related party to an install base item {#ariaid-title1}

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

Add related parties to an install base item in the Customer Service Management application so that you can enable another party to have access to
an install base.

## Before you begin

Role required: admin and sn_customerservice_manager

## About this task

An install base related party is a list of contacts, consumers, contributors, service
organization members, accounts, or service organizations. You add a related party to
enable access to another party that isn't the owner of the install base. The related
parties that you associate to an install base can access the install base and
related entities, including the installed products, sold products, and cases that
are associated to the install base.  
Note:  
You can enable additional contacts by using the Restrict Contact Access field. For details, see [Restrict contact access](https://servicenow-prod.fluidtopics.net/RrOeuYl9K8VD_ppzRHAE6A "Restrict contact access to sold products and install bases by limiting the access for associated contacts and their access levels for customer access management.").

## Procedure

1. Navigate to AllCustomer ServiceProductsInstall Base Items.
2. Open an install base item from the list.
3. Select Install Base Related Parties, and select New.
4. From the Type drop-down, select the type of related party that you want to add to the install base item.  
   Based on the selection that you chose, you can assign one of the combinations in the following table:{#add-related-party-install-base__table_zdq_w4y_bwb__entry__2}

   | Type | Entity |
   |-|-|
   | Authorized Service Organization | Service Organization |
   | Authorized Consumer | Consumer |
   | Authorized Contributor | User |
   | Authorized Member | Service Organization |
   | Authorized Contact | Contact |
   | Authorized Account | Account |
   | Listed Contact | Not applicable |
   | Listed Service Organization | Not applicable |
   | Listed Contributor | Not applicable |
   | Listed Member | Not applicable |
   | Listed Account | Not applicable |
   | Listed Consumer | Not applicable |
   [Table 1. Related Type list]

   {#add-related-party-install-base__table_zdq_w4y_bwb}  
   Note:  
   The Responsibility field on the Install Base Related Parties form is automatically populated based on the type of related party that is selected. For information on the type of related parties, see [Add related party configurations to cases, sold products, install bases, or service organizations](https://servicenow-prod.fluidtopics.net/WvL1_OVh89NqXoIGqodC~g "Link related party entity responsibilities to responsibility definitions by adding related party configurations to cases, sold products, install bases, or service organizations for customer access management.").
5. Select Submit.

## Result

The contact is assigned as a related party to the Install base item. The contact gets
access to all the corresponding items, such as the child install base items and the
cases on the install base item form.

*[\>]: and then