Setting up the Customer Contracts and Entitlements application

Configure the features and components of Customer Contracts and Entitlements to enable a seamless, end-to-end service experience including after sales services for your customers.

As a user with the admin role, you can set up the Customer Contracts and Entitlements application to enable users to create entitlements and customer contracts for users.

Task	Description
Create a characteristic	Create a characteristic to add to an entitlement. A characteristic refers to the specific attributes or properties that define the entitlement.
Create a user	Add a user to your instance to enable them to log in and use designated application features. After adding the user, you make them approver to review customer contracts.
Assign a role to a user	Assign roles to users. Use this feature to grant the sn_customerservice_manager (CSM manager) role to a newly added user and authorize them to make an informed judgment to review a customer contract.
Create customer accounts 주: On the Accounts form, to view the customer contracts, remove the contract-related lists and configure the customer contracts related list.	Create an account and associate it to a customer contract.
Create a consumer record	Create a consumer record in Customer Service Management. A consumer can be associated with a customer contract in the Customer Contracts and Entitlements application.
Create a sold product	Create a record for a product that is sold to an account or a consumer. A sold product can be associated with multiple contracts.
Create an install base item	Create a record for an install base item that is sold to an account or a consumer. An install base item can be associated with multiple contracts.