Assign a team member to a household

  • Release version: Yokohama
  • Updated June 16, 2026
  • 1 minute to read

    • Assign a team member to a household by selecting an employee and their role or responsibility in the Customer Service Management (CSM) application.

    Before you begin

    Role required: sn_customerservice_manager or admin

    About this task

    If you're the system administrator or a customer service manager, you can assign a team member to a household from the Current Members related list on the Household form.

    Procedure

    1. Navigate to All > Customer Service > Customer > Households.
    2. Select a household.
    3. From the Household Team related list, select New.
    4. On the form, fill in the fields.
      Table 1. Household Team Member form fields
      Field Definition
      Household Household that the user is assigned to.
      User Employee selected to fulfill the role or responsibility.
      Responsibility Role or responsibility selected for this user.
      Order Specifies the sequence in which records are displayed, organized according to business preferences.
    5. Select Submit.