Adding related parties to a sold product

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Add related parties to a sold product to help provide the access level to the related parties, such as contacts, consumers, or accounts.

    For example, products purchased by a customer can be tracked by multiple departments, such as the finance team monitoring renewals and the operations team overseeing maintenance.

    With Customer access management, you can add multiple related parties and provide them with varying levels of access to the sold product. While adding related parties, you can select the related party type and responsibility.