Assign a team member to a consumer
Assign a team member to a consumer by selecting an employee. You can then select the employee’s role or responsibility in the Customer Service Management (CSM) application.
Before you begin
Role required: One of the following roles:
- sn_crm_foundation_admin
- sn_crm_foundation_data_manager
- sn_crm_consumer_relationship_data_manager
- sn_crm_consumer_data_manager
- sn_customerservice_manager
- admin
About this task
If you're the administrator or a customer service manager, you can assign team members to a consumer from the Consumer Team related list.
Procedure
-
Navigate to All > Customer Service > Customer > Consumers.
-
Select a consumer.
-
From the Consumer Team related list, select New.
-
On the form, fill in the fields.
|
Field |
Definition |
|---|---|
|
Consumer |
Consumer that the user is assigned to. |
|
User |
Employee selected to fulfill the role or responsibility. |
|
Type |
Defines the label for the relationship with the selected user. You can select the type from the list of related party configurations. Note: Starting with the Zurich release, the Type field is added to the Consumer Team Member form. For more information on how to populate the Type field for existing data, see Populate the Type field in relationship tables using the fix script. |
|
Responsibility |
Role or responsibility selected for this user. |
|
Order |
Specifies the sequence in which records are displayed, organized according to business preferences. |
--- title: Assign a team member to a consumer description: Assign a team member to a consumer by selecting an employee. You can then select the employee’s role or responsibility in the Customer Service Management \(CSM\) application. locale: en-US canonical_url: https://www.servicenow.com/docs/r/customer-service-management/assign-team-member-to-consumer.html release: brazil topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Configure consumers, Customer data, Set up your environment, Configure, Customer Service Management] --- # Assign a team member to a consumer Assign a team member to a consumer by selecting an employee. You can then select the employee’s role or responsibility in the Customer Service Management \(CSM\) application. ## Before you begin Role required: One of the following roles: - sn\_crm\_foundation\_admin - sn\_crm\_foundation\_data\_manager - sn\_crm\_consumer\_relationship\_data\_manager - sn\_crm\_consumer\_data\_manager - sn\_customerservice\_manager - admin ## About this task If you're the administrator or a customer service manager, you can assign team members to a consumer from the Consumer Team related list. ## Procedure 1. Navigate to **All** > **Customer Service** > **Customer** > **Consumers**. 2. Select a consumer. 3. From the Consumer Team related list, select **New**. 4. On the form, fill in the fields. <table id="table_jb3_qpg_q5"><thead><tr><th> Field </th><th> Definition </th></tr></thead><tbody><tr><td> Consumer </td><td> Consumer that the user is assigned to. </td></tr><tr><td> User </td><td> Employee selected to fulfill the role or responsibility. </td></tr><tr><td> Type </td><td> Defines the label for the relationship with the selected user. You can select the type from the list of related party configurations. **Note:** Starting with the Zurich release, the **Type** field is added to the Consumer Team Member form. For more information on how to populate the **Type** field for existing data, see [Populate the Type field in relationship tables using the fix script](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/migration-of-account-manager-responsibility-access.md). </td></tr><tr><td> Responsibility </td><td> Role or responsibility selected for this user. </td></tr><tr><td> Order </td><td> Specifies the sequence in which records are displayed, organized according to business preferences. </td></tr></tbody> </table>5. Select **Submit**.
| title | Assign a team member to a consumer |
| description | Assign a team member to a consumer by selecting an employee. You can then select the employee’s role or responsibility in the Customer Service Management \(CSM\) application. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/customer-service-management/assign-team-member-to-consumer.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configure consumersCustomer dataSet up your environmentConfigureCustomer Service Management |