Create a consumer staff relationship

Create a relationship between a staff member at a business location and a consumer.

Before you begin

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

About this task

Users who have been added as staff members to a business location can be assigned a consumer relationship.

• Administrators and customer service managers can assign a staff member from any location.
• Location managers can assign staff members from the locations that they have access to.

Relationships are based on responsibilities. A responsibility definition describes a role or a function that supports a customer or consumer. To create a consumer relationship, use the Relationship Manager responsibility.

Procedure

1. Navigate to All > Customer Service > Service Organizations > Internal/External Business Locations.
2. Select either an internal or an external business location.
3. In the Consumer Staff Relationships related list, select New.
   This related list shows the consumers that have a relationship to any staff member for the location.
4. In the Consumer field, select the consumer to which the user is assigned.
5. In the Responsibility field, select the Relationship Manager responsibility.
6. In the User field, select the staff member to fulfill the responsibility.
7. Select Submit.
   The relationship is added to the Consumer Staff Relationships related list.