---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/customer-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create related party configurations

# Create related party configurations {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Related party configurations define the title of a relationship between an entity and an organization or user. These configurations also enable linking related party types with responsibility definitions to grant access as
needed.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllCustomer ServiceAdministrationRelated Party Configuration.
2. To create a related party configuration, select New.
3. On the form, fill in the fields.  
   {#adding-related-party-config-to-case__table_esz_qdw_h4b__entry__2}

   | Field | Description |
   |-|-|
   | Name | Related party configuration type. |
   | Applies To | Table assigned with the related party configuration. |
   | Entity Type | Entity type such as an account, a consumer, or a product. |
   | Reference Condition | Filter condition for defining the related party configuration. In the Reference Condition field, you can select Add Filter Condition or Add "Or" Clause. |
   | Default Responsibility | Access level to different entities and the related information. Note: Whenever a related party record is created, the Responsibility field gets auto-populated from the default responsibility associated with the selected party type. |
   | Default Order | Numerical value given to establish the priority of the relationship. Note: Whenever a related party record is created, the Order field gets auto-populated from the default order associated with the selected party type. |
   [Table 1. Related Party Configuration record form]

   {#adding-related-party-config-to-case__table_esz_qdw_h4b}
4. Select Submit.

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