---
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


---

# Create an account staff relationship

# Create an account staff relationship {#ariaid-title1}

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

Create a relationship between a staff member at a business location and an
account.

## 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 assign users who have been added as staff members to a business location to an account relationship.

* Administrators and customer service managers can assign a staff member from any location.
* Location managers can assign staff members from the locations that they have access to.
{#create-staff-account-relationship__ul_klt_yzz_2mb}

Relationships are based on responsibilities. A responsibility definition
describes a role or a function that supports a customer or consumer.
To create an account team member relationship, use the Account
Manager responsibility.

## Procedure

1. Navigate to AllCustomer ServiceService OrganizationsInternal/External Business Locations.
2. Select either an internal or an external business location.
3. In the Account Staff Relationships related list, click New.  
   This related list shows the accounts that have a relationship with any staff member at that location.
4. In the Account field, select the account to which the staff member is assigned.
5. In the Responsibility field, select Account Manager.
6. In the User field, select the staff member to fulfill the responsibility.
7. Click Submit.  
   The relationship is added to the Account Staff Relationships related list.

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