Add related parties to a billing account

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

Role required: sn_billing_account.admin or sn_billing_account.crm_data_manager

About this task

Ensure 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

Procedure

1. Navigate to All > Customer Service > Customer > Billing Accounts.
2. Select a billing account from the list.
   For more information on how to create a new billing account record, see Install Billing Account.
3. Select New from the billing account related parties related list.
4. On the form, fill in the fields.

   Table 1. Contract form

   Field	Definition
   Type	Defines the relationship title between a related party and a billing account.
   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	Provides access to the selected billing account and related information

5. Select Submit to create a new billing account related parties record.