Linking Account/Contact records to Existing Company/User records

Stu McMurtrie
Tera Contributor

We have Client Companies who we allow to raise Incidents & Requests via a portal but managing these external users is a costly overhead, so...

I've installed the self-registration plugin and placed the widget on a public page of my portal to allow those without accounts to register.   It was a bit of work to find that I needed to create an Account record and it's a shame that you can't link a Registration Code to an existing Company record, so if anyone has a solution for that, great but there's not too many to deal with.   I can now successfully submit a registration request, which can be approved by any other user on that Account who has the sn_customer.customer_admin role.   My question is, is it possible to link the Account record to an existing User record instead of creating new Contact records for each?   The reason is that we already have a large number of User records that are associated to Incidents & Requests and which have unique usernames and email addresses, so it would be nice not to have to create new Contact records (which create new User records) and map all the sys_ids across.

I'd be interested to hear if anyone else has come across this already or can suggest a solution.

(Version Helsinki Patch 😎

4 REPLIES 4

Teena Singh
ServiceNow Employee
ServiceNow Employee

Stuart,


Thanks for your query.


I will see if I can find someone that can assist you with this.


Thank you.


Regards,


Teena Singh
Customer Experience: UX Strategy and Customer Insights
teena.singh@servicenow.com


ServiceNow


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RajNow
ServiceNow Employee
ServiceNow Employee

Hi Stuart,


From security perspective, the company separation/domain separation will not allow users from one acct to be associated to other acct. As a workaround, you can   consider creating a generic user to create these records and use some different attribute to capture these sys_ids. Not a straight forward solution though.


Hi Raj,


Thanks for taking the time to reply.   I'm not looking to associate a user to more than one account, I just have some existing users that I'd like to associate to an account but the platform doesn't allow me to do that — it forces the creation of a new user record, which will obviously have a different sys_id, so lose their link to past Incidents, Requests, etc.


RajNow
ServiceNow Employee
ServiceNow Employee

Ok, I don't think I have a direct answer to your specific question. Can you see if any of the below threads give you some hint ?



User Self-Registration creating duplicate records when a User account in not Active


Automatic processing of User Self-Registration based on email address provided


Pending User Requests