---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/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


---

# Assign a team member to an account

# Assign a team member to an account {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Assign a team member to an account by selecting an employee and their role or responsibility in the Customer Service Management (CSM) application. When you assign a team member to an account with account manager responsibility, they can view the information and perform actions on behalf of the accounts, such as creating or updating
cases from the customer portal.

## Before you begin

Role required: sn_customerservice_manager or admin  
Note:  
CSM Contributor User (com.snc.csm_contributor_user) plugin must be installed.

## About this task

If you're the system administrator, you can assign a team member to an account from the Account Team Members related list on the Responsibility Definition form.

If you're the customer service manager, you can assign a team member to an account from the Account Team Members related list on the account or partner record.

## Procedure

1. Navigate to AllCustomer ServiceCustomerAccounts or Partners.
2. Select an account.
3. From the Account Team Members related list, select New.  
   The account team member must have sn_customerservice.relationship_contributor role.
4. On the form, fill in the fields.  
   {#t_AssignTeamMemberToAccount__table_jb3_qpg_q5__entry__2}

   | Field | Definition |
   |-|-|
   | Account | Account that the user is assigned to. If you're assigning a user from an account or partner record, this field is automatically filled in. If not, you can select an account from the Accounts list. |
   | User | Employee selected to fulfill the role or responsibility. Note: Starting with the Vancouver release, the Service Organization External Staff \[sn_csm_service_organization_external_staff\] can be added as Account Relationship Managers through Account Team Members (Account Staff Relationships). |
   | Type | Defines the label for the relationship with the selected user. You can select the type from the list of related party configurations. Note: Starting with the Yokohama release, the Type field is added to the Account Team Member form. For more information on how to populate the Type field for existing data, see [Populate the Type field in relationship tables using the fix script](https://www.servicenow.com/docs/bMK2Uy5dXGdaIN59yuKC4Q "Leverage the fix script to add and manage the Type field in relationship tables. This script simplifies data mapping and enhances record consistency across the base system."). |
   | Responsibility | Role or responsibility selected for this employee. |
   | Order | Specifies the sequence in which records are displayed, organized according to business preferences. |
   [Table 1. Account Team Member form fields]

   {#t_AssignTeamMemberToAccount__table_jb3_qpg_q5}
5. Select Submit.

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