Create entitlements for a household

Create entitlements for a household so that all household members are covered under the same terms and conditions.

Before you begin

Role required: sn_customerservice_manager, admin

About this task

Administrators and customer service managers can create entitlements for a household. These entitlements apply to the current members of that household.

When a case is created for a household or a consumer, the Entitlement field on the Case form lists the available entitlements:

Table 1. Entitlements listed based on field types

If these fields are filled in	The Entitlement field lists these entitlements
Household and Consumer	Entitlements for both the consumer and household.
Household	Entitlements for the household.
Consumer	Entitlements for the consumer

Procedure

1. Navigate to All > Customer Service > Contracts > Entitlements.
2. Select New.
3. Select a household in the Household field.
   When you select a household, the head of household is automatically added to the Consumer field.

   Note:

   You must configure the form layout and add the Household field.
4. Optional: If desired, select a different household member in the Consumer field.
5. Fill in the remaining fields on the Entitlement form.
   For more information, see Create entitlements for CSM entities.
6. Select Submit.
   The entitlement is added to the Entitlements related list on the Household form.