Configure customer access management

Ensure that the customer access management is set up correctly for the user by completing all configuration tasks using the Customer Service Management (CSM) application.

Overview

Customer access management enables you to support multiple contacts and consumers on cases and sold products, providing them with varying levels of access to the case. You can also add additional internal users to a case.

Table 1. Configuration tasks for customer access management

Task	Description
Customer access management tables and plugins.	Add new tables or modify existing tables to enable customer access management.
Install roles with customer access management.	Use different predefined functional and granular roles to establish relationships between users and entities.
Create a responsibility definition	Define a role or responsibility that can support your organization and users in the Customer Service Management (CSM) application.
Configure access through the responsibility access configuration	Streamline how you create and update your responsibility definitions and access configurations by using the declarative responsibility framework in the Customer Service Management (CSM) application.
Add related party configurations to cases, sold products, install bases, or service organizations.	Link related party entity responsibilities to responsibility definitions by adding related party configurations to a case.