---
sourceDocument: Australia Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Assign a team member to a household

# Assign a team member to a household {#ariaid-title1}

* Release version: Australia
* 
* Updated August 13, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Assign a team member to a household 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_household_relationship_data_manager
* sn_crm_consumer_relationship_data_manager
* sn_customerservice_manager
* admin
{#assign-team-member-to-household__ul_hfk_b2x_m3c}

## About this task

If you're the administrator or a customer service manager, you can assign a team member to a household from the Current Members related list.

## Procedure

1. Navigate to AllCustomer ServiceCustomerHouseholds.
2. Select a household.
3. From the Household Team related list, select New.
4. On the form, fill in the fields.  
   {#assign-team-member-to-household__table_jb3_qpg_q5__entry__2}

   | Field | Definition |
   |-|-|
   | Household | Household 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 Household 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](https://www.servicenow.com/docs/wfFT1_Mw7QLhetneF19B3Q "Leverage the fix script to add and manage the Type field in relationship tables. This script simplifies data mapping and enhances record consistency across the base system."). |
   | Responsibility | Role or responsibility selected for this user. |
   | Order | Specifies the sequence in which records are displayed, organized according to business preferences. |
   [Table 1. Household Team Member form fields]

   {#assign-team-member-to-household__table_jb3_qpg_q5}
5. Select Submit.

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