Add related parties to a billing account

Extend billing account access to additional customers or stakeholders by configuring billing account related parties. Related parties enable you to define relationships between billing accounts and other entities such as contacts, consumers, or accounts.

Before you begin

Confirm that the following prerequisites are in place:

A billing account record exists
The contact, consumer, or account record you want to add as a related party exists

Role required: sn_billing_account.crm_b2b_writer or sn_billing_account.crm_b2c_writer, or a role that contains them (sn_billing_account.crm_data_manager or sn_billing_account.crm_admin). The unrestricted billing account roles (sn_billing_account.writer, sn_billing_account.data_manager, sn_billing_account.admin) also apply.

About this task

Billing account related parties use the customer access management (CAM) responsibility framework to extend record-level access to a billing account. A related party is one of two kinds:

Authorized party - an account, contact, or consumer that is granted access to the billing account through a responsibility. The base system delivers this access with responsibility access configurations (RACs) and CAM granular roles.
Listed party - an account, contact, or consumer that is recorded on the billing account for reference only, without access.

For how the responsibility framework, granular roles, and query rules work together, see Granular roles and supported entities for customer access management.

Procedure

Navigate to All > Customer Service > Customer > Billing Accounts.
Select a billing account from the list.

For more information on how to create billing account record, see Install billing account.
Select New from the Billing Account Related Party related list.
On the form, fill in the fields.

Field	Definition
Type	Relationship type of the related party.Authorized types (such as authorized account, authorized contact, and authorized consumer) grant the party access to the billing account through a responsibility. Listed types record the party for reference only, without access.
Billing account	Billing Account to which this related party belongs.
Account	Customer account associated with the billing account
Contact	Customer contact associated with the billing account
Consumer	Consumer associated with the billing account
Order	Sequence or priority of the party.
Responsibility	Responsibility that grants the related party access to the billing account through the CAM responsibility framework.For authorized parties, the base system provides responsibilities such as billing authorized account, billing authorized contact, and billing authorized consumer. These responsibilities grant read access to the billing account and its addresses. The Responsibility field is left empty for any listed party type, such as listed account, listed consumer, and more.

5. Select **Submit** to create billing account related party record.

Create a responsibility definition

Creating a responsibility access configuration

Configure access through the responsibility access configuration

title	Add related parties to a billing account
description	Extend billing account access to additional customers or stakeholders by configuring billing account related parties. Related parties enable you to define relationships between billing accounts and other entities such as contacts, consumers, or accounts.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/australia/customer-service-management/add-related-parties-to-a-billing-account.html
release	australia
topic_type	task
last_updated	2026-09-10
reading_time_minutes	3
breadcrumb	Configuring billing accountsBilling accountsCustomer dataSet up your environmentConfigureCustomer Service Management