Create a consumer staff relationship

task australia Updated Oct 4, 2026 1 min read create-staff-consumer-relationship.md
Raw file servicenow.com

Create a relationship between a staff member at a business organization (formerly business location) and a consumer.

Before you begin

Role required: admin, sn_crm_consumer_relationship_data_manager, sn_customerservice_manager, sn_customerservice.svc_location_manager, sn_customerservice.svc_location_manager_contributor, and sn_bus_loc.location_relationship_manager

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.

About this task

Users who have been added as staff members to a business organization can be assigned a consumer 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 a consumer relationship, use the Relationship Manager responsibility.

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 Consumer Staff Relationships related list, select New.

    This related list shows the consumers that have a relationship to any staff member for the location.

  4. In the Consumer field, select the consumer to which the user is assigned.

  5. In the Responsibility field, select the Relationship Manager responsibility.

  6. In the User field, select the staff member to fulfill the responsibility.

  7. Select Submit.

    The relationship is added to the Consumer Staff Relationships related list.

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