Add staff members to a business location in the Business Location Service Portal

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Add users as staff members to a business location to support accounts, contacts, consumers, and households.

    Before you begin

    Role required: admin, sn_customerservice_manager, sn_customerservice.svc_location_manager, sn_customerservice.svc_location_manager_contributor, and sn_bus_loc.location_relationship_manager

    About this task

    Add internal and external members to a business location. You can add both internal users with the snc_internal role and external users with the snc_external role as staff members to an external business location.
    • Administrators and customer service managers can add staff members to any business location.
    • Location managers can add staff members to the business locations that they have access to.
    Note:
    As a user with the sn_customerservice.svc_location_manager role, you can create both internal and external staff members. However, as a user with the sn_customerservice.svc_location_manager_contributor role, you can only create external staff members.

    Procedure

    1. Navigate to Home > Busines Location Support > Services.
    2. Select Register Member at External Business Location to open the Register Member at External Business Location record.
      You can use the record to register new location staff or move existing staff between locations managed by the Location manager, and assign responsibilities to staff accordingly.
    3. On the form, fill in the fields.
      Table 1. Register Member at the External Business Location form
      Field Description
      External Business Location The external business location. This field is automatically generated.
      Register Staff Field used to register new location staff or move existing staff from an external business location hierarchy between locations.
      • New Staff: Create a user in External Organization Staff (sn_csm_service_organization_external_staff) table with (snc_external) role.
      • Existing Staff: List of staff members already working under the service organization hierarchy.
      First Name First name of the staff member.
      Last Name Family name of the staff member.
      User ID User ID of the staff member.
      Email Email address of the staff member.
      Member Field used to select an external staff member from the list of service organization external staff record.
      Note:
      The Member field appears only when Existing Staff is selected from the Register staff field.
      Member Type Field used to assign responsibility for the selected business location.
      • None: Creates a member record.
      • Listed Member: Creates a member record. With the member record, a responsibility record is created with the type as Listed Member and the responsibility as empty.
      • Location Contributor: Creates a member record. With the member record, a responsibility record is created with the type as Location Contributor and responsibility as the Location Contributor.
      Note:
      Assigning responsibility is applicable to both existing and new staff members.
    4. Select Submit.
      Additionally, the external business location record is created in the Service Organization field of the service organization external staff [sn_csm_service_organization_external_staff] table.
      A new external staff member record is created for the selected external business location. The admin must assign responsibilities to the staff members. However, if you have selected None as a member type, then you must not create a responsibility record.

    Result

    Once a staff member is added to a business location, the following details can be accessed from the Business Location Details tab:
    • Cases Requested
    • Members
    • Available Services
    • Accounts
    • Consumers
    • Households
    • Child Business Locations
    • Projects