Associate install base items with account consumers

Enable customer service managers to track the instances provisioned by associating install base items with account consumers.

Avant de commencer

Role required: sn_customerservice_manager

Procédure

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.

   Tableau 1. Actions and procedure

   Action	Procedure
   Add an existing consumer	In the Consumer field, select the Lookup using list icon (). Select a consumer from the list.
   Add a new consumer	In the Consumer field, select the Lookup using list icon (). Select New. On the Consumer form, fill in the fields. Select Submit.

4. Select Update to save your changes.