How can one contact get access to two or more accounts in CSM?

Shubhaa
Giga Contributor

If there are 3 different accounts A, B, and C. And there are several contacts created under each of these accounts.

If person X is working for both account A and account B (for ex: as a vendor/supplier). What is the way that we can follow to achieve this requirement? So that the person can log in to the CSM portal just with one ID and can see his cases on two different accounts.

1 ACCEPTED SOLUTION

Ashley Snyder1
Giga Guru

You can make the contact for one account a contact for another account by defining a Contact Relationship. https://docs.servicenow.com/bundle/quebec-customer-service-management/page/product/customer-service-...

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Ashley Snyder1
Giga Guru

You can make the contact for one account a contact for another account by defining a Contact Relationship. https://docs.servicenow.com/bundle/quebec-customer-service-management/page/product/customer-service-...