---
sourceDocument: Zurich Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/customer-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create customer accounts

# Create customer accounts {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

An account is a supported external customer. Use the Customer Service Management
application to create account records.

## Before you begin

Role required: sn_customerservice_manager or admin

## About this task

There are two types of accounts: customer accounts and partner accounts. The
Customer and Partner fields on the
Account form denote the account type. An account can be a customer account, a
partner account, or both.

A partner is a supported external customer that sells to and supports other
customers. A partner can report and manage cases on behalf of customers. A partner
can also be a customer.

## Procedure

1. Navigate to AllCustomer ServiceCustomer and select one of the following actions:
   * To create a customer account, select Accounts.
   * To create a partner account, select Partners.
   {#import-create-csm-accounts__choices_tgt_xv3_ft}
2. Select New and fill in the fields on the [Account form](https://www.servicenow.com/docs/FHzv_JOH9WM_E1Vx3KZW8g "The Customer Service Management application uses the Account form to store customer account information.").  
   When a new customer account record is created, the system uses the com.snc.cs_base.last.generated.code.tree.path system property to determine a unique account code value for the account. The property is updated with the latest value to confirm the next account record receives a unique account code.  
   Note:  
   If the property is reset to its original value, the system might attempt to create accounts using already assigned account codes, which can result in an invalid insert.
3. Select Submit.

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