Assign a team member to an account

Assign a team member to an account by selecting the employee and the employee's role or responsibility.

Before you begin

Role required: sn_customerservice_manager or admin

About this task

The system administrator can assign a team member to an account from the Account Team Members related list on the Responsibility Definition form.

The customer service manager can assign a team member to an account from the Account Team Members related list on the account or partner record.

Procedure

  1. Navigate to Customer Service > Customer > Accounts or Partners.
  2. Select an account.
  3. From the Account Team Members related list, click New.
  4. Fill in the fields on the Account Team Member form.
    Table 1. Account Team Member form fields
    Field Definition
    Account The account to which the user is assigned. If you are assigning a user from an account or partner record, this field is automatically filled in; otherwise, make a selection from the Accounts list.
    Responsibility The role or responsibility selected for this employee.
    User The employee selected to fulfill the role or responsibility.
  5. Click Submit.