---
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


---

# Associate customers or business locations to a service organization

# Associate customers or business locations to a service organization {#ariaid-title1}

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

Associate your customers or business locations with a service organization (SO) using the Customer Service Management (CSM) application. By establishing a relationship between your customers or business locations and the SO, your service organization staff can create or resolve cases for the customers and business
locations raised by other business location.

## Before you begin

Role required: admin, sn_customerservice_manager, sn_customerservice.svc_location_manager, sn_customerservice.svc_location_manager_contributor, and sn_bus_loc.location_relationship_manager

## About this task

You can associate customers (accounts, consumers, and households) and business locations (both internal and external) by using the service organization criteria \[service_organization_criteria\] table. This association helps
your organization to gain access to all customers and business locations associated with a service organization.

For more information about defining service organization criteria, see [Create the criteria for a service organization](https://servicenow-prod.fluidtopics.net/0oz5zitM8R5XO_rJQvF7Ig "Define the criteria in the service organization criteria [service_organization_criteria] table so that you can later associate your service organizations to a service or your customers to a service organization. You do this task in the Customer Service Management (CSM) application.").

## Procedure

1. Navigate to AllCustomer ServiceService OrganizationsBusiness LocationsInternal or External Business Locations.
2. Select the desired internal or external business locations record.
3. From the Service Organization Customer Criteria related list, select New.
4. On the form, fill in the fields.  
   {#associate-customers-or-bus-loc-to-so__table_ykh_hfr_1cc__entry__2}

   | Field | Description |
   |-|-|
   | Service Organization Criteria | Criteria that define the customers at a service organization. |
   | Service Organization | Service organization that serves the customers that match the criteria. |
   | Active | Check box to activate or deactivate the service organization customer criteria. By default, the active field is set to True. Note: Only one active criterion is enabled per table to be associated with a service organization. |
   [Table 1. Service Organization Customer Criteria form]

   {#associate-customers-or-bus-loc-to-so__table_ykh_hfr_1cc}
5. Select Submit.

## Result

A service organization criterion is successfully defined for a business location.

*[\>]: and then