---
sourceDocument: Brazil Customer Success Management
sourceDocumentLink: https://www.servicenow.com/docs/r/acct-lifecycle-events

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create an account onboarding case

# Create an account onboarding case {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
When the customer service agent creates an account, an account onboarding case is generated.

## Before you begin

Role required: sn_acct_lc.agent

## Procedure

1. Navigate to WorkspaceCRM Workspace and select the List icon.
2. Navigate to the Account Onboarding CasesAll.
3. Select New.  
   The account onboarding playbook is launched. You can configure the various activities and create the account onboarding case. See [Configure the account onboarding playbook](https://www.servicenow.com/docs/SyTqB5xRptBdMHhiS78t1A "Customize the account onboarding playbook to your organization's onboarding process by configuring its activities, tasks, data validation rules, and data import behavior.") for details.
{#account-lifecycle-create-case__steps_v1t_gzj_1yb}

*[\>]: and then