---
sourceDocument: Australia Healthcare and Life Sciences
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/healthcare-life-sciences

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Healthcare and Life Sciences

ft:clusterId :

    - hcls

bundleId :

    - hcls

workflow :

    - Customer and Industry


---

# Add a record producer to CSM Portal

# Add a record producer to CSM portal for B2B2C in Healthcare and Life Sciences Service Management Core {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Add a record producer to the CSM portal for use with B2B2C.

## Before you begin

Create a record producer for use with B2B2C. For more information, see [Create a record producer for B2B2C in Healthcare and Life Sciences Service Management Core](https://www.servicenow.com/docs/l~PqMCfkmh1f6ljsK8zdaQ "Create a record producer for use with B2B2C.").

Role required: admin

## Procedure

1. Navigate to AllService PortalPortals.
2. Select the Customer Support (CSM) portal.
3. Next to the CSM Header Menu, select the preview icon.
4. Select Open Record.
5. Under the Menu Items sections, navigate to Case and select Preview CaseOpen Record.
6. Under the Menu Items sections, select New and fill in the fields.
   1. Set the Type field to Catalog Item.
   2. Set Catalog item to the record producer that you created previously.
   3. For page, enter <kbd class="ph userinput">csm_get_help</kbd>.
   4. Enter the remaining fields as needed.
   {#hcls-add-record-producer-csm-portal__substeps_tb3_xzm_bxb}
7. Select Save.

## Result

Your record producer is added to the CSM portal.

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