Add staff members to a business organization in the Business Organization Support Portal

task brazil Updated Sep 10, 2026 3 min read add-staff-memers-to-biz-location.md
Raw file servicenow.com

Add users as staff members to a business organization to support accounts, contacts, consumers, and households.

Before you begin

Role required: admin, 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

Add internal and external members to a business organization (formerly business location). You can add both internal users with the snc_internal role and external users with the snc_external role as staff members to an external organization (formerly external business location).

  • Administrators and customer service managers can add staff members to any business organization.
  • Location managers can add staff members to the business locations that they have access to.

Note: As a user with the sn_customerservice.svc_location_manager role, you can create both internal and external staff members. However, as a user with the sn_customerservice.svc_location_manager_contributor role, you can only create external staff members.

Procedure

  1. Navigate to Home > Support > Services.

  2. Select Register Member at External Organization to open the Register Member at External Organization record.

    You can use the record to register new location staff or move existing staff between locations managed by the Location manager, and assign responsibilities to staff accordingly.

  3. On the form, fill in the fields.

Field

Description

External Business Location

The external business location. This field is automatically generated.

Register Staff

Field used to register new location staff or move existing staff from an external business location hierarchy between locations.- New Staff: Create a user in External Organization Staff (sn_csm_service_organization_external_staff) table with (snc_external) role.

  • Existing Staff: List of staff members already working under the service organization hierarchy.

First Name

First name of the staff member.

Last Name

Family name of the staff member.

User ID

User ID of the staff member.

Email

Email address of the staff member.

Member

Field used to select an external staff member from the list of external organization staff (formerly service organization external staff) record.Note: The Member field appears only when Existing Staff is selected from the Register staff field.

Member Type

Field used to assign responsibility for the selected business location.- None: Creates a member record.

  • Listed Member: Creates a member record. With the member record, a responsibility record is created with the type as Listed Member and the responsibility as empty.
  • Location Contributor: Creates a member record. With the member record, a responsibility record is created with the type as Location Contributor and responsibility as the Location Contributor. Note: Assigning responsibility is applicable to both existing and new staff members.
4. Select **Submit**.
Additionally, the external organization record is created in the **Organization** field \(formerly service organization field\) of the External organization staff \(formerly service organization external staff\) \[sn\_csm\_service\_organization\_external\_staff\] table.

A new external staff member record is created for the selected external organization. The admin must assign responsibilities to the staff members. However, if you have selected **None** as a member type, then you must not create a responsibility record.

Result

Once a staff member is added to a business organization, the following details can be accessed from the Business Location Details tab:

  • Cases Requested
  • Members
  • Accounts
  • Consumers
  • Products
  • Install Base
  • Projects

Related topics

Create cases for a business organization in the Business Organization Support Portal

Track cases on the Business Organization Support Portal

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