CSM partner to partner relationship type

[kimberlylp]

I am trying to work through a partner to partner relationship type that isn't working as I expected it to work.

The requirement is for two companies should be able to see each others install base items as well as create cases/requests for them.

The only relationship available is partner to account, which allows one company to be a customer of the other; one-way viewing and record creation by the "from" company. I created a partner to partner relationship type expecting to get a two-way, but that was also a one-way relationship with the "from" company also having the viewing/creation rights.

We tried to put Company A on the "from" side of partner to partner and then create another relationship with Company B on the "from" side of partner to partner, but the second record is an invalid insert. 

We managed to get it working by leveraging both relationship types. We put Company A on the "from" side of partner to account, then we put Company B on the "from" side of the partner to partner. Both companies could view and create for the other company; no invalid insert because they are two separate relationship types, but this feels like a work around not a solution.

Is there a better option?

[Mexiprince]

Use the account relationship. https://docs.servicenow.com/bundle/vancouver-customer-service-management/page/product/customer-servi...

check my response here CSM Simulator Task 4 Create Account Contact Relationships

https://www.servicenow.com/community/csm-forum/csm-simulator-task-4-create-account-contact-relations...

Going to the Customer Service > Customer > Accounts

Open the Parent Account (ABC Corp) in this case,  under the related list check for the  Contact Relationship open (sn_customerservice_contact_relationship) and the choose the Contact and select desired relationship

[kimberlylp]

Thank for your reply.

I don't think this will work for me as these are two individual companies that partner with each other. They do not share team members or contacts, one is not a parent over the other. They are affiliates and have a common stake in the install base items.

[Mexiprince]

Thats a unique situation - try seeing if this solves the usecase

Create a relationship between household members

Procedure

Navigate to All > Customer Service > Customer > Households.
Select a household.
In the Member Relationships related list, click New.
This related list shows the current relationships that exist between consumers in this household. When you click New, a new Household Member Relationship is displayed with the Household field already filled in.
In the Consumer is field, select the consumer in the household to fulfill the responsibility on behalf of another consumer within the same household.
In the Responsibility field, select the Authorized Representative responsibility.
In the of Consumer field, select the consumer who is being represented by the consumer in the Consumer is field.
Click Submit.
The relationship is added to the Member Relationships related list.

https://docs.servicenow.com/bundle/washingtondc-customer-service-management/page/product/customer-se....