Access Customer Central

---
title: Access Customer Central
description: Access Customer Central to get a quick overview of key customer information. This information helps you learn more about a customer who contacts support.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/access-customer-central.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Customer Central for FSO, Explore, Financial Services Operations \(FSO\)]
---

# Access Customer Central

Access Customer Central to get a quick overview of key customer information. This information helps you learn more about a customer who contacts support.

## Before you begin

Roles required: sn\_customerservice\_agent, sn\_bom.agent, and sn\_bom.agent sn\_bom.contributor

## About this task

Use Customer Central to get a quick insight into key customer information. You can filter the customer information by financial accounts to access the information that you require.

## Procedure

1.  Navigate to **All** > **Financial Services Operations** > **Workspace**.

2.  Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: lists icon\).

3.  On the **Lists** tab, select **Customer** or **Interaction**.

4.  On the Interaction, Contact, Account, or Consumer record, select the **Customer Information** tab to view key customer information.