Assign a team member to a consumer

Assign a team member to a consumer by selecting an employee. You can then select the employee’s role or responsibility in the Customer Service Management (CSM) application.

Before you begin

Role required: One of the following roles:

• sn_crm_foundation_admin
• sn_crm_foundation_data_manager
• sn_crm_consumer_relationship_data_manager
• sn_crm_consumer_data_manager
• sn_customerservice_manager
• admin

About this task

If you're the administrator or a customer service manager, you can assign team members to a consumer from the Consumer Team related list.

Procedure

1. Navigate to All > Customer Service > Customer > Consumers.
2. Select a consumer.
3. From the Consumer Team related list, select New.
4. On the form, fill in the fields.

   Table 1. Consumer Team Member form fields

   Field	Definition
   Consumer	Consumer that the user is assigned to.
   User	Employee selected to fulfill the role or responsibility.
   Type	Defines the label for the relationship with the selected user. You can select the type from the list of related party configurations. Note: Starting with the Zurich release, the Type field is added to the Consumer Team Member form. For more information on how to populate the Type field for existing data, see Populate the Type field in relationship tables using the fix script.
   Responsibility	Role or responsibility selected for this user.
   Order	Specifies the sequence in which records are displayed, organized according to business preferences.

5. Select Submit.