---
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


---

# Restrict contact access

# Restrict contact access {#ariaid-title1}

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

Restrict contact access to sold products and install bases by limiting the access for
associated contacts and their access levels for customer access management.

## Before you begin

Role required: sn_customerservice_manager and sn_customerservice.customer_admin

## About this task

By restricting contact access, you can limit access to entities that are based on the
contacts that are assigned to the sold products and install bases. You can't create
duplicate account access records with the same account.

## Procedure

1. Navigate to AllCustomer ServiceAdministrationManage Account Access.
2. Select New.
3. On the form, fill in the fields.  
   {#manage-account-access-cam__table_esz_qdw_h4b__entry__2}

   | Field | Description |
   |-|-|
   | Account | Accounts that have restrictions for access to the sold products and install bases that are based on the associated contacts and the access level. |
   | Restrict Contact Access | Access that is restricted to entities based on associated contacts. If the value of the field is False, the contacts that are associated with the account can read the sold products and install bases that are associated with the account. If the value of the field is True, the contacts that are associated with the accounts don't get access to the sold products and install bases, unless they're added as a contact on the record or as a related party. The following contacts get access to the sold products and install bases: * Contacts that are associated with the sold product and install base records. * Contacts that are added as related parties with an Authorized Representative responsibility. * Contacts belonging to accounts that are added as related parties with an Authorized Account responsibility. {#manage-account-access-cam__ul_t2s_pp2_xvb} |
   [Table 1. Account Access record form]

   {#manage-account-access-cam__table_esz_qdw_h4b}
4. Select Submit.
**Related tasks**   

* [Add additional contacts for the sold product](https://servicenow-prod.fluidtopics.net/R0RT5Ix3t8C2JTAlsjUfLA "Add additional contacts for the B2B (accounts or contacts) or B2B2C sold product by defining the type and responsibility. Once added, additional contacts have the same access to the contact associated to the sold product and the related entities.")

*[\>]: and then