Assign the consumer role to a contact

task brazil Updated Sep 10, 2026 1 min read assign-the-unified-consumer-role-to-a-contact.md
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Assign the Consumer (sn_customerservice.consumer) role to the customer_contact to designate them as a consumer in the Customer Service Management (CSM) application.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Customer Service > Customer > Contacts.

  2. Select a contact from the contact records.

  3. In the Roles related list, select Edit.

  4. In the Collection list, select the Consumer (sn_customerservice.consumer) role and move it to the Roles list.

  5. Select Save.

Result

Selected contact is now both a consumer and a contact.

Related topics

Configuring a contact as a consumer

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