Associate install base items with account consumers

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 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 does not have a consumer associated to 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, click 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, click the Lookup using list icon (Lookup using list icon.).
      2. Click New.
      3. On the Consumer form, fill in the fields.
      4. Click Submit.
    4. Click Update to save your changes.