---
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 a consumer staff relationship

# Create a consumer 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 a
consumer.

## 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

Users who have been added as staff members to a business location can be assigned a consumer 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-consumer-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 a consumer
relationship, use the Relationship 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 Consumer Staff Relationships related list, click New.  
   This related list shows the consumers that have a relationship to any staff member for the location.
4. In the Consumer field, select the consumer to which the user is assigned.
5. In the Responsibility field, select the Relationship Manager responsibility.
6. In the User field, select the staff member to fulfill the responsibility.
7. Click Submit.  
   The relationship is added to the Consumer Staff Relationships related list.

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