---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/customer-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Add related parties to a billing account

# Add related parties to a billing account {#ariaid-title1}

Release version: Australia  
Updated November 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Extend billing account access to additional customers or stakeholders by configuring billing account related parties. Related parties enable you to define relationships between billing accounts and other entities such as
contacts, consumers, or accounts.

## Before you begin

Confirm that the following prerequisites are in place:

* A billing account record exists
* The contact, consumer, or account record you want to add as a related party exists
{#add-related-parties-to-a-billing-account__ul_rsm_q5w_c3c}

Role required: sn_billing_account.crm_b2b_writer or sn_billing_account.crm_b2c_writer, or a role that contains them (sn_billing_account.crm_data_manager or sn_billing_account.crm_admin). The unrestricted billing account roles
(sn_billing_account.writer, sn_billing_account.data_manager, sn_billing_account.admin) also apply.

## About this task

Billing account related parties use the customer access management (CAM) responsibility framework to extend record-level access to a billing account. A related party is one of two kinds:

* Authorized party - an account, contact, or consumer that is granted access to the billing account through a responsibility. The base system delivers this access with responsibility access configurations (RACs) and CAM granular roles.
* Listed party - an account, contact, or consumer that is recorded on the billing account for reference only, without access.

For how the responsibility framework, granular roles, and query rules work together, see [Granular roles and supported entities for customer access management](https://www.servicenow.com/docs/CGDpoUPaHdqFgtnpxm1RNA "Starting with the Yokohama release, multiple module-level granular roles are introduced to simplify defining and configuring the responsibility framework. These new granular roles simplify tasks by removing the need to create custom access control lists (ACLs) on target tables when a responsibility ACL is already in place. This change promotes a more straightforward and declarative migration process.").

## Procedure

1. Navigate to AllCustomer ServiceCustomerBilling Accounts.
2. Select a billing account from the list.  
   For more information on how to create billing account record, see [Install billing account](https://www.servicenow.com/docs/2NJWajhhzCrd0OqA3BnHVQ "You can install the Billing Account Core (sn_billing_account) application if you have the admin role.").
3. Select New from the Billing Account Related Party related list.
4. On the form, fill in the fields.  
   {#add-related-parties-to-a-billing-account__table_fyv_dtr_bs__entry__2}

   | Field | Definition |
   |-|-|
   | Type | Relationship type of the related party. Authorized types (such as authorized account, authorized contact, and authorized consumer) grant the party access to the billing account through a responsibility. Listed types record the party for reference only, without access. |
   | Billing account | Billing Account to which this related party belongs. |
   | Account | Customer account associated with the billing account |
   | Contact | Customer contact associated with the billing account |
   | Consumer | Consumer associated with the billing account |
   | Order | Sequence or priority of the party. |
   | Responsibility | Responsibility that grants the related party access to the billing account through the CAM responsibility framework. For authorized parties, the base system provides responsibilities such as billing authorized account, billing authorized contact, and billing authorized consumer. These responsibilities grant read access to the billing account and its addresses. The Responsibility field is left empty for any listed party type, such as listed account, listed consumer, and more. |
   [Table 1. Billing Account Related Party form]

   {#add-related-parties-to-a-billing-account__table_fyv_dtr_bs}
5. Select Submit to create billing account related party record.
**Related tasks**   

* [Create a responsibility definition](https://www.servicenow.com/docs/VU97ec9~0ERIQPYHshq_ug "A responsibility, or responsibility definition, specifies the role or function a user has within an entity, determining access through relationships. When creating a relationship, users are assigned specific responsibilities that grant access to the entity and its related entities.")
* [Configure access through the responsibility access configuration](https://www.servicenow.com/docs/OCTgPj1IeOnit9dKHJnMng "Streamline how you create and update your responsibility definitions and access configurations by using the declarative responsibility framework in the Customer Service Management (CSM) application. This framework enables you to select the level of access for each responsibility by leveraging low-code or no-code capabilities, which reduces the time required for scripting.")  
**Related reference**   

* [Granular roles and supported entities for responsibility framework](https://www.servicenow.com/docs/CGDpoUPaHdqFgtnpxm1RNA "Starting with the Yokohama release, multiple module-level granular roles are introduced to simplify defining and configuring the responsibility framework. These new granular roles simplify tasks by removing the need to create custom access control lists (ACLs) on target tables when a responsibility ACL is already in place. This change promotes a more straightforward and declarative migration process.")

*[\>]: and then