---
title: Activate an account
description: Complete the new account application process and send any necessary documentation to the new account holder.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-customer-lifecycle-operations/activate-account.html
release: australia
product: Financial Services Customer Lifecycle Operations
classification: financial-services-customer-lifecycle-operations
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Use, Customer Lifecycle Operations, Common applications, Financial Services Operations \(FSO\)]
---

# Activate an account

Complete the new account application process and send any necessary documentation to the new account holder.

## Before you begin

Role required:

-   For a business client: sn\_bom\_clo\_b2b.manager, sn\_bom\_clo\_b2b.account\_lifecycle\_agent, or sn\_bom\_clo\_b2b.contact\_lifecycle\_agent
-   For a personal client: sn\_bom\_clo\_b2c.manager or sn\_bom\_clo\_b2c.agent

## Procedure

1.  Navigate to **All** > **Financial Services Operations** > **Workspace** and select an Onboard new customer case.

2.  In the **Playbook** tab, under the **Fulfill and close** step, select **Activate customer**.

3.  Select the **Number** of the activate customer service task in the list to open the task.

4.  Select **Assign to me** to claim the task if it is not already assigned to an agent.

5.  Fill in all applicable fields, then select **Close** to complete the task.

6.  Next, under **Fulfill and close**, select **Send welcome kit**.

7.  If the task is not already assigned to an agent, click **Assign to me** to claim the task.

8.  Fill in any applicable fields, then select **Mark complete** to complete the task.


## Result

The Fulfillment stage and the Customer Lifecycle Operations case automatically update to show Closed Complete.