---
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 related party configurations to cases, sold products, install bases, or service organizations

# Add related party configurations to cases, sold products, install bases, or service organizations {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

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.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllCustomer ServiceAdministrationRelated Party Configuration.
2. To create a related party configuration, select New.
3. On the form, fill in the fields.  
   {#adding-related-party-config-to-case__table_esz_qdw_h4b__entry__2}

   | Field | Description |
   |-|-|
   | Name | Related party configuration type. |
   | Applies To | Table assigned with the related party configuration. |
   | Entity Type | Entity type such as an account, a consumer, or a product. |
   | Reference Condition | Filter condition for defining the related party configuration. In the Reference Condition field, you can select Add Filter Condition or Add "Or" Clause. |
   | Default Responsibility | Access level to different entities and the related information. |
   [Table 1. Related Party Configuration record form]

   {#adding-related-party-config-to-case__table_esz_qdw_h4b}
4. Select Submit.  
   Related party configurations that are provided with the base system are listed in the following tables.
   1. Types and responsibilities for cases are listed in the following table.{#adding-related-party-config-to-case__table_u2q_fzz_wvb__entry__2}

      | Type | Responsibility |
      |-|-|
      | Authorized Contact | Authorized Representative |
      | Authorized Consumer | Authorized Representative |
      | Authorized Contributor | Authorized Representative |
      | Listed Contact | Not applicable |
      | Listed Consumer | Not applicable |
      [Table 2. Cases]

      {#adding-related-party-config-to-case__table_u2q_fzz_wvb}
   2. Types and responsibilities for sold products are listed in the following table.{#adding-related-party-config-to-case__table_prc_szz_wvb__entry__2}

      | Type | Responsibility |
      |-|-|
      | Authorized Account | Authorized Account |
      | Authorized Contact | Authorized Representative |
      | Authorized Consumer | Authorized Representative |
      | Listed Account | Not applicable |
      | Listed Contact | Not applicable |
      | Listed Consumer | Not applicable |
      [Table 3. Sold Products]

      {#adding-related-party-config-to-case__table_prc_szz_wvb}
   3. Types and responsibilities for install bases are listed in the following table.{#adding-related-party-config-to-case__table_yq3_zzz_wvb__entry__3}

      | Type | Functional role | Responsibility |
      |-|-|-|
      | Authorized Account | Install Base Authorized Contact (sn_install_base.install_base_authorized_contact) | Authorized Account |
      | Authorized Contact | Install Base Authorized Contact (sn_install_base.install_base_authorized_contact) | Authorized Representative |
      | Authorized Consumer | Install Base Authorized Consumer (sn_install_base.install_base_authorized_consumer) | Authorized Representative |
      | Authorized Contributor | Install Base Authorized Contributor (sn_install_base.install_base_authorized_contributor) | Authorized Representative |
      | Authorized Member | Install Base Authorized Member (sn_install_base.install_base_authorized_member) | Authorized Representative |
      | Authorized Service Organization | Install Base Authorized Member (sn_install_base.install_base_authorized_member) | Authorized Service Organization |
      | Listed Account |   | Not applicable |
      | Listed Contact |   | Not applicable |
      | Listed Consumer |   | Not applicable |
      | Listed Contributor |   | Not applicable |
      | Listed Member |   | Not applicable |
      | Listed Service Organization |   | Not applicable |
      [Table 4. Install Bases]

      {#adding-related-party-config-to-case__table_yq3_zzz_wvb}
   4. Types and responsibilities for service organizations are listed in the following table.{#adding-related-party-config-to-case__table_shq_hl5_dwb__entry__2}

      | Type | Responsibility |
      |-|-|
      | Location Agent | Location Agent |
      | Location Consumer Agent | Location Consumer Agent |
      | Location Contributor | Location Contributor |
      | Location Manager Contributor | Location Manager Contributor |
      | Location Manager Fulfiller | Location Manager Fulfiller |
      | Listed Member | Not applicable |
      [Table 5. Service Organizations]

      {#adding-related-party-config-to-case__table_shq_hl5_dwb}

   {#adding-related-party-config-to-case__ul_ilq_25t_hsb}  
   Note:  
   * Whenever a related party record is created, the Responsibility field gets auto-populated from the default responsibility associated with the selected type.
   * Listed role types don't have any responsibility. Since the correct role and responsibility determine access, related parties are not granted access if the Responsibility field is left empty. For more information on install base related parties, see [Add a related party to an install base item](https://servicenow-prod.fluidtopics.net/WE7uTRZBdpQRH16_thv8dA "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.").
   * Assign the sn_customerservice.case_contributor_creator role to the Authorized Contributor related party to view and update the cases of the install base.
   {#adding-related-party-config-to-case__ul_mb1_hgv_cwb}

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