Create an account onboarding case

---
title: Create an account onboarding case
description: When the customer service agent creates an account, an account onboarding case is generated.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-create-case.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage account onboarding cases, Account onboarding, Use, Customer Success Management]
---

# Create an account onboarding case

When the customer service agent creates an account, an account onboarding case is generated.

## Before you begin

Role required: sn\_acct\_lc.agent

## Procedure

1.  Navigate to **Workspace** > **CRM Workspace** and select the **List** icon.

2.  Navigate to the **Account Onboarding Cases** > **All**.

3.  Select **New**.

    The account onboarding playbook is launched. You can configure the various activities and create the account onboarding case. See [Configure the account onboarding playbook](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-configure.md) for details.


**Parent Topic:**[Manage account onboarding cases](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-manage-acct-onboard.md)