Create an account staff relationship
Create a relationship between a staff member at a business organization (formerly business location) and an account.
Before you begin
Role required: admin, sn_crm_account_relationship_data_manager, sn_customerservice_manager, sn_customerservice.svc_location_manager, sn_customerservice.svc_location_manager_contributor, and sn_bus_loc.location_relationship_manager
About this task
You can assign users who have been added as staff members to a business location to an account relationship.
- Administrators and customer service managers can assign a staff member from any location.
- Location managers can assign staff members from the locations that they have access to.
Relationships are based on responsibilities. A responsibility definition describes a role or a function that supports a customer or consumer. To create an account team member relationship, use the Account Manager responsibility.
Important: Some table and field labels have been changed across recent releases. For a mapping of former labels to current labels, see Service Model Foundation renamed Entities.
Procedure
-
Navigate to All > Customer Service > Business Organizations > Internal/External Organizations.
-
Select either an internal or external organization (formerly internal or external business location).
-
In the Account Staff Relationships related list, select New.
This related list shows the accounts that have a relationship with any staff member at that location.
-
In the Account field, select the account to which the staff member is assigned.
-
In the Responsibility field, select Account Manager.
-
In the User field, select the staff member to fulfill the responsibility.
-
Select Submit.
The relationship is added to the Account Staff Relationships related list.
---
title: Create an account staff relationship
description: Create a relationship between a staff member at a business organization \(formerly business location\) and an account.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/create-staff-account-relationship.html
release: australia
topic_type: task
last_updated: "2026-10-04"
reading_time_minutes: 1
breadcrumb: [Business Organizations, Configure Service Model Foundation, Data models, Set up your environment, Configure, Customer Service Management]
---
# Create an account staff relationship
Create a relationship between a staff member at a business organization \(formerly business location\) and an account.
## Before you begin
Role required: admin, sn\_crm\_account\_relationship\_data\_manager, sn\_customerservice\_manager, sn\_customerservice.svc\_location\_manager, sn\_customerservice.svc\_location\_manager\_contributor, and sn\_bus\_loc.location\_relationship\_manager
## About this task
You can assign users who have been added as staff members to a business location to an account relationship.
- Administrators and customer service managers can assign a staff member from any location.
- Location managers can assign staff members from the locations that they have access to.
Relationships are based on responsibilities. A responsibility definition describes a role or a function that supports a customer or consumer. To create an account team member relationship, use the Account Manager responsibility.
**Important:** Some table and field labels have been changed across recent releases. For a mapping of former labels to current labels, see [Service Model Foundation renamed Entities](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/renamed-entities.md).
## Procedure
1. Navigate to **All** > **Customer Service** > **Business Organizations** > **Internal/External Organizations**.
2. Select either an internal or external organization \(formerly internal or external business location\).
3. In the Account Staff Relationships related list, select **New**.
This related list shows the accounts that have a relationship with any staff member at that location.
4. In the **Account** field, select the account to which the staff member is assigned.
5. In the **Responsibility** field, select **Account Manager**.
6. In the **User** field, select the staff member to fulfill the responsibility.
7. Select **Submit**.
The relationship is added to the Account Staff Relationships related list.
| title | Create an account staff relationship |
| description | Create a relationship between a staff member at a business organization \(formerly business location\) and an account. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/customer-service-management/create-staff-account-relationship.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-10-04 |
| reading_time_minutes | 1 |
| breadcrumb | Business OrganizationsConfigure Service Model FoundationData modelsSet up your environmentConfigureCustomer Service Management |