---
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


---

# List of related party configurations provided with the base system

# List of related party configurations provided with the base system {#ariaid-title1}

Release version: Yokohama  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Related party configurations for different entities that are provided with the base system are listed in the following tables.

## Related party configurations for cases {#list-of-related-party-configurations__section_d2w_jhg_b2c}

Types and responsibilities for cases are listed in the following table.
{#list-of-related-party-configurations__table_u2q_fzz_wvb__entry__2}

| Type | Default Responsibility |
|-|-|
| Authorized Contact | Authorized Representative |
| Authorized Consumer | Authorized Representative |
| Authorized Contributor | Authorized Representative |
| Listed Contact | Not applicable |
| Listed Consumer | Not applicable |
[Table 1. Cases]

{#list-of-related-party-configurations__table_u2q_fzz_wvb}

## Related party configurations for sold products {#list-of-related-party-configurations__section_eb4_shg_b2c}

Types and responsibilities for sold products are listed in the following table.
{#list-of-related-party-configurations__table_prc_szz_wvb__entry__2}

| Type | Default Responsibility |
|-|-|
| Authorized Account | Authorized Account |
| Authorized Contact | Authorized Representative |
| Authorized Consumer | Authorized Representative |
| Listed Account | Not applicable |
| Listed Contact | Not applicable |
| Listed Consumer | Not applicable |
[Table 2. Sold Products]

{#list-of-related-party-configurations__table_prc_szz_wvb}

## Related party configurations for install bases {#list-of-related-party-configurations__section_bf3_xhg_b2c}

Types and responsibilities for install bases are listed in the following table.
{#list-of-related-party-configurations__table_yq3_zzz_wvb__entry__2}

| Type | Default Responsibility |
|-|-|
| Authorized Account | Authorized Account |
| Authorized Contact | Authorized Representative |
| Authorized Consumer | Authorized Representative |
| Authorized Contributor | Authorized Representative |
| Authorized Member | Authorized Representative |
| Authorized Service Organization | Authorized Service Organization |
| Listed Account | Not applicable |
| Listed Contact | Not applicable |
| Listed Consumer | Not applicable |
| Listed Contributor | Not applicable |
| Listed Member | Not applicable |
| Listed Service Organization | Not applicable |
[Table 3. Install Bases]

{#list-of-related-party-configurations__table_yq3_zzz_wvb}For more information on install base related parties, see [Add related parties to an install base item](https://servicenow-prod.fluidtopics.net/Kw1u9_byEvQEDPHkXo7rEg "Add related parties to an install base item in the Customer Service Management application so that you can enable another party to have access to an install base.").

## Related party configurations for account team members {#list-of-related-party-configurations__section_elr_bfk_b2c}

Types and responsibilities for account team member are listed in the following table.
{#list-of-related-party-configurations__table_ith_ffk_b2c__entry__2}

| Type | Default Responsibility |
|-|-|
| Account Manager | Account Manager |
| Preferred Technician | Preferred Technician |
| Primary Support Agent | Primary Support Agent |
| Support Manager | Support Manager |
[Table 4. Account Team Members]

{#list-of-related-party-configurations__table_ith_ffk_b2c}

## Related party configurations for contact relationships {#list-of-related-party-configurations__section_ggf_mfk_b2c}

Types and responsibilities for contact relationship are listed in the following table.
{#list-of-related-party-configurations__table_tms_4fk_b2c__entry__2}

| Type | Default Responsibility |
|-|-|
| Asset Contact | Asset Contact |
[Table 5. Contact Relationships]

{#list-of-related-party-configurations__table_tms_4fk_b2c}

## Related party configurations for consumer relationships {#list-of-related-party-configurations__section_kc1_vfk_b2c}

Types and responsibilities for consumer relationship are listed in the following table.
{#list-of-related-party-configurations__table_s5j_xfk_b2c__entry__2}

| Type | Default Responsibility |
|-|-|
| Authorized Representative | Authorized Representative |
[Table 6. Consumer Relationships]

{#list-of-related-party-configurations__table_s5j_xfk_b2c}

## Related party configurations for household member relationships {#list-of-related-party-configurations__section_qyv_zfk_b2c}

Types and responsibilities for household member relationship are listed in the following table.
{#list-of-related-party-configurations__table_glp_cgk_b2c__entry__2}

| Type | Default Responsibility |
|-|-|
| Authorized Representative | Authorized Representative |
[Table 7. Household Member Relationships]

{#list-of-related-party-configurations__table_glp_cgk_b2c}

## Related party configurations for service organizations {#list-of-related-party-configurations__section_wjl_d3g_b2c}

Types and responsibilities for service organizations are listed in the following table.
{#list-of-related-party-configurations__table_shq_hl5_dwb__entry__2}

| Type | Default Responsibility |
|-|-|
| Location Agent | Location Agent |
| Location Consumer Agent | Location Consumer Agent |
| Location Contributor | Location Contributor |
| Location Manager Contributor | Location Manager Contributor |
| Location Manager Fulfiller | Location Manager Fulfiller |
| Location Support Agent | Location Support Agent |
| Listed Member | Not applicable |
[Table 8. Service Organizations]

{#list-of-related-party-configurations__table_shq_hl5_dwb} Note:  
* Whenever a related party record is created, the Responsibility field gets auto-populated from the default responsibility associated with the selected party type. Similarly, the Order field gets auto-populated from the default order associated with the selected party type.
* Listed role types don't have any responsibility. Since the correct role and responsibility determine access, related parties are not granted access if the Responsibility field is left empty.
{#list-of-related-party-configurations__ul_uwb_s3g_b2c}