Contact relationships

concept brazil Updated Sep 10, 2026 1 min read c_ContactRelationships.md
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You can add a contact from one account to another account by using a contact relationship in the Customer Service Management (CSM) application. By using contact relationships, you can perform actions on behalf of the accounts that you established a contact relationship with.

Overview of contact relationship

A contact is a user who serves as an employee of an account. To associate a contact with additional accounts, contact relationships are used. These contact relationships enable a contact with the customer role or customer administrator role to manage the account that you established a contact relationship with. These contacts can view the information and perform actions on behalf of the accounts, such as creating or updating cases from the customer portal.

Related topics

Configuring a contact relationship

Create a contact relationship for an account

Contact Relationship form

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