Add related parties to an install base item

Add related parties to an install base item in the Customer Service Management application so that you can enable another party to have access to an install base.

Before you begin

Role required: admin and sn_customerservice_manager

About this task

An install base-related party is a list of contacts, consumers, contributors, service organization members, accounts, or service organizations. You add a related party to enable access to another party that isn't the owner of the install base. Related parties associated with an install base can access it and its related entities, including installed products, sold products, and associated cases.

Note:

You can enable additional contacts by using the Restrict Contact Access field. For details, see Restrict contact access.

Procedure

1. Navigate to All > Customer Service > Products > Install Base Items.
2. Open an install base item from the list.
3. Select Install Base Related Parties, and select New.
4. From the Type drop-down, select the type of related party that you want to add to the install base item.
   Based on the selection that you chose, you can assign one of the combinations in the following table:

   Table 1. Related Type list

   Type	Functional Role	Entity
   Authorized Account	Install Base Authorized Contact (sn_install_base.install_base_authorized_contact)	Account
   Authorized Contact	Install Base Authorized Contact (sn_install_base.install_base_authorized_contact)	Contact
   Authorized Consumer	Install Base Authorized Consumer (sn_install_base.install_base_authorized_consumer)	Consumer
   Authorized Contributor	Install Base Authorized Contributor (sn_install_base.install_base_authorized_contributor)	User
   Authorized Member	Install Base Authorized Member (sn_install_base.install_base_authorized_member)	Service Organization
   Authorized Service Organization	Install Base Authorized Member (sn_install_base.install_base_authorized_member)	Service Organization
   Listed Account		Not applicable
   Listed Contact		Not applicable
   Listed Consumer		Not applicable
   Listed Contributor		Not applicable
   Listed Member		Not applicable
   Listed Service Organization		Not applicable

   Note:

   The Responsibility field on the Install Base-Related Parties form is automatically populated based on the type of related party that is selected. For information on the type of related parties, see Create related party configurations.
5. To use the Order field to specify the sequence in which records are displayed, organized according to business preferences.
6. Select Submit.

Result

The contact is assigned as a related party to the Install base item. The contact gets access to all the corresponding items, such as the child install base items and the cases on the install base item form.