--- title: Assign a team member to an account description: Assign a team member to an account by selecting an employee and their role or responsibility in the Customer Service Management \(CSM\) application. When a team member has the Account Manager responsibility, they can view account details and perform actions on behalf of the account. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/t\_AssignTeamMemberToAccount.html release: australia topic_type: task last_updated: "2026-03-12" reading_time_minutes: 1 breadcrumb: [Creating an account team, Create customer relationships, Configure accounts and contacts, Customer data, Set up your environment, Configure, Customer Service Management] --- # Assign a team member to an account Assign a team member to an account by selecting an employee and their role or responsibility in the Customer Service Management \(CSM\) application. When a team member has the Account Manager responsibility, they can view account details and perform actions on behalf of the 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\_customerservice\_manager **Note:** Install the CSM Contributor User \(com.snc.csm\_contributor\_user\) plugin, which has been moved to App Store beginning with Australia release. ## About this task Administrators can assign a team member to an account using the Account Team Members related list on the Responsibility Definition form. Similarly, customer service managers can assign team members to an account using the Account Team Members related list on the account or partner record. ## Procedure 1. Navigate to **All** > **Customer Service** > **Customer** > **Accounts** or **Partners**. 2. Select an account. 3. From the Account Team Members related list, select **New**. The account team member must have a sn\_customerservice.relationship\_contributor role. 4. On the form, fill in the fields.
Field Definition
Account Account that the user is assigned to. If you're assigning a user from an account or partner record, this field is automatically filled in. If not, you can select an account from the Accounts list.
User Employee selected to fulfill the role or responsibility.**Note:** Starting with the Vancouver release, the External Organization Staff \[sn\_csm\_service\_organization\_external\_staff\] can be added as Account Relationship Managers through Account Team Members \(Account Staff Relationships\).
Type Defines the label for the relationship with the selected user. You can select the type from the list of related party configurations.**Note:** Starting with the Yokohama release, the **Type** field is added to the Account Team Member form. For more information on how to populate the **Type** field for existing data, see [Populate the Type field in relationship tables using the fix script](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/migration-of-account-manager-responsibility-access.md).
Responsibility Role or responsibility selected for this employee.
Order Specifies the sequence in which records are displayed, organized according to business preferences.
5. Select **Submit**.