---
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


---

# Configure customer access management

# Configure customer access management {#ariaid-title1}

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

Ensure that the customer access management is set up correctly for the user by completing all configuration tasks using the Customer Service Management (CSM) application.

## Overview {#configuring-cam__section_jmc_l21_vzb}

Customer access management enables you to support multiple contacts and consumers on cases and sold products, providing them with varying levels of access to the case. You can also add additional internal users to a case.
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| Task | Description |
|-|-|
| [Customer access management tables and plugins](https://servicenow-prod.fluidtopics.net/X3uyIUISLV~Uy2mzpHXVrw "Learn about the tables and plugins that you can use with customer access management."). | Add new tables or modify existing tables to enable customer access management. |
| [Install roles with customer access management](https://servicenow-prod.fluidtopics.net/yDIZLUBdAMCM6yRS1QO0zA "Customer access management uses different predefined functional and granular roles to establish relationships between users and entities. The granular and functional roles help provide user access to information and maintain data security."). | Use different predefined functional and granular roles to establish relationships between users and entities. |
| [Create a responsibility definition](https://servicenow-prod.fluidtopics.net/bXGCOG~ceTY0K1XQa9_vAQ "Define a role or responsibility that can support your organization and users in the Customer Service Management (CSM) application. By creating the responsibility definitions, you can create the relationships between your different entities like accounts, contacts, and more.") | Define a role or responsibility that can support your organization and users in the Customer Service Management (CSM) application. |
| [Configure access through the responsibility access configuration](https://servicenow-prod.fluidtopics.net/vWMFGg0uMtgxaklBTpx_Bw "Streamline how you create and update your responsibility definitions and access configurations by using the declarative responsibility framework in the Customer Service Management (CSM) application. This framework enables you to select the level of access for each responsibility by leveraging low-code or no-code capabilities, which reduces the time required for scripting.") | Streamline how you create and update your responsibility definitions and access configurations by using the declarative responsibility framework in the Customer Service Management (CSM) application. |
| [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."). | Link related party entity responsibilities to responsibility definitions by adding related party configurations to a case. |
[Table 1. Configuration tasks for customer access management]

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