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Create and associate consumer user › Setting up a contact as a consumer › Configuring a contact as a consumer › Configuring a Unified User › User management › Set up your environment › Configure › Customer Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Associate an existing contact user with a consumer record

Associate a contact with a consumer record in the Customer Service Management (CSM) application. After the association is done, you can access the Consumer Service Portal (CSP) as a consumer to search for information, create cases, and more.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Customer Service > Customer > Contacts.

  2. Select the contact from the contact record.

  3. In the login details related list, select the User lookup icon

Image omitted: lookup-list.jpg
Lookup icon. to open the list of consumer\_contact.

  1. On the contacts form, select the user to associate with the consumer record.

    Note: If the unified consumer is activated, you can select the user type from the interceptor form.

  2. Select Save.

Related topics

Create a consumer record

Assign the consumer role to a contact