Create a relationship between two consumers

Create a relationship between two consumers, regardless of household.

Before you begin

Role required: sn_customerservice.svc_location_manager, sn_customerservice_manager, admin

About this task

Relationships are based on responsibilities. A responsibility definition describes a role or a function that supports a customer or consumer. To create a relationship between two consumers, use the Authorized Representative responsibility.

Procedure

1. Navigate to All > Customer Service > Customer > Consumers.
2. Select a consumer.
3. In the Consumer Relationships related list, click New.
   This related list shows the current relationships that exist for the selected consumer. When you click New, a new Consumer to Consumer Relationship form is displayed with the Consumer is field filled in.
4. In the Responsibility field, select the Authorized Representative responsibility.
5. In the of Consumer field, select the consumer who is being represented by the consumer in the Consumer is field.
6. Click Submit.
   The relationship is added to the Consumer Relationships related list.