Associate install base items with account consumers

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Enable customer service managers to track the instances provisioned by associating install base items with account consumers.

    시작하기 전에

    Role required: sn_customerservice_manager

    프로시저

    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.
      표 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.