Add a related party to an install base item

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.

Before you begin

Role required: admin and sn_customerservice_manager

About this task

An install base related party is a list of contacts, consumers, contributors, service organization members, accounts, or service organizations. You add a related party to enable access to another party that isn't the owner of the install base. The related parties that you associate to an install base can access the install base and related entities, including the installed products, sold products, and cases that are associated to the install base.

Note:

You can enable additional contacts by using the Restrict Contact Access field. For details, see Restrict contact access.

Procedure

1. Navigate to All > Customer Service > Products > Install Base Items.
2. Open an install base item from the list.
3. Select Install Base Related Parties, and select New.
4. From the Type drop-down, select the type of related party that you want to add to the install base item.
   Based on the selection that you chose, you can assign one of the combinations in the following table:

   Table 1. Related Type list

   Type	Entity
   Authorized Service Organization	Service Organization
   Authorized Consumer	Consumer
   Authorized Contributor	User
   Authorized Member	Service Organization
   Authorized Contact	Contact
   Authorized Account	Account
   Listed Contact	Not applicable
   Listed Service Organization	Not applicable
   Listed Contributor	Not applicable
   Listed Member	Not applicable
   Listed Account	Not applicable
   Listed Consumer	Not applicable

   Note:

   The Responsibility field on the Install Base Related Parties form is automatically populated based on the type of related party that is selected. For information on the type of related parties, see Add related party configurations to cases, sold products, install bases, or service organizations.
5. Select Submit.

Result

The contact is assigned as a related party to the Install base item. The contact gets access to all the corresponding items, such as the child install base items and the cases on the install base item form.