Associate an existing contact user with a consumer record

task brazil Updated Sep 10, 2026 1 min read associate-an-existing-contact-user-with-a-consumer-record.md
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Associate a contact with a consumer record in the Customer Service Management (CSM) application. After the association is done, you can access the Consumer Service Portal (CSP) as a consumer to search for information, create cases, and more.

Before you begin

Role required: admin

Procedure

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

  2. Select the contact from the contact record.

  3. In the login details related list, select the User lookup icon [Omitted image "lookup-list.jpg"] Alt text: Lookup icon. to open the list of consumer_contact.

  4. On the contacts form, select the user to associate with the consumer record.

    Note: If the unified consumer is activated, you can select the user type from the interceptor form.

  5. Select Save.

Related topics

Create a consumer record

Assign the consumer role to a contact

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