Associate install base items with account consumers

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Enable customer service managers to track the instances provisioned by associating install base items with account consumers.

    Before you begin

    Role required: sn_customerservice_manager

    Procedure

    1. Navigate to All > Customer Service > Products > Install Base Items.
    2. Select an item that doesn’t have a consumer associated with it yet.
    3. Either add an existing consumer or a new one.
      Table 1. Actions and procedure
      Action Procedure
      Add an existing consumer
      1. In the Consumer field, select the Lookup using list icon (Lookup using list icon.).
      2. Select a consumer from the list.
      Add a new consumer
      1. In the Consumer field, select the Lookup using list icon (Lookup using list icon.).
      2. Select New.
      3. On the Consumer form, fill in the fields.
      4. Select Submit.
    4. Select Update to save your changes.