Account onboarding

---
title: Account onboarding
description: With the account onboarding solution, service providers can repeatedly define, measure, and collaborate with customers on the activities needed to onboard rapidly.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-use.html
release: australia
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Customer Success Management]
---

# Account onboarding

With the account onboarding solution, service providers can repeatedly define, measure, and collaborate with customers on the activities needed to onboard rapidly.

-   **[Account onboarding landing page](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-events-onboarding-landing.md)**  
Get real-time visibility into your onboarding cases and track your onboarding tasks.
-   **[Manage account onboarding cases](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-manage-acct-onboard.md)**  
Work through the activities in the account onboarding playbook to manage an account onboarding case from creation through go-live and post-support.
-   **[View account onboarding cases in the CSM portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-view-csm-portal.md)**  
View the account onboarding case records or case task records on the Customer Service Management \(CSM\) portal.
-   **[Recommended actions available with account onboarding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-oob-rec.md)**  
Use the predefined recommended actions that are available with the base system during the account onboarding process.
-   **[Create a success play for account onboarding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-onboard-success-play.md)**  
Use this option to create a success play for successfully completing an account onboarding journey.
-   **[View related items](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-related-items.md)**  
The Related Items component provides access to related list items associated with your account onboarding case.
-   **[Account onboarding knowledge base](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-knowledge-base.md)**  
Several knowledge base articles are provided for account onboarding.

**Parent Topic:**[Use Customer Success Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-customer-success-landing-page.md)