Create a relationship between household members

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Create a relationship between two consumers who are current members of the same household.

    Before you begin

    Role required: sn_customerservice_manager, admin

    About this task

    Relationships are based on responsibilities. A responsibility definition describes a role or a function that supports a customer or consumer. To create a relationship between two consumers in a household, use the Authorized Representative responsibility.

    Procedure

    1. Navigate to All > Customer Service > Customer > Households.
    2. Select a household.
    3. In the Member Relationships related list, click New.
      This related list shows the current relationships that exist between consumers in this household. When you click New, a new Household Member Relationship is displayed with the Household field already filled in.
    4. In the Consumer is field, select the consumer in the household to fulfill the responsibility on behalf of another consumer within the same household.
    5. In the Responsibility field, select the Authorized Representative responsibility.
    6. In the of Consumer field, select the consumer who is being represented by the consumer in the Consumer is field.
    7. Click Submit.
      The relationship is added to the Member Relationships related list.