View team members assigned to an account

task brazil Updated Sep 10, 2026 1 min read t_ViewAccountTeamMembers.md
Raw file servicenow.com

View the team members for a specific account.

Before you begin

Role required: One of the following roles:

  • sn_crm_foundation_admin
  • sn_crm_foundation_data_manager
  • sn_crm_account_relationship_data_manager
  • sn_crm_consumer_relationship_data_manager
  • sn_crm_consumer_data_manager
  • sn_crm_account_data_manager
  • sn_customerservice_agent
  • sn_customerservice_manager
  • admin

Procedure

  1. Navigate to All > Customer Service > Customer > Accounts or Partners.

  2. Select an account.

  3. Select the Account Team Members related list.

    This list displays the employees who have been assigned to the team as well as their responsibilities.

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