Create entitlements for a household
Create entitlements for a household so that all household members are covered under the same terms and conditions.
Before you begin
Role required: sn_customerservice_manager, admin
About this task
Administrators and customer service managers can create entitlements for a household. These entitlements apply to the current members of that household.
When a case is created for a household or a consumer, the Entitlement field on the Case form lists the available entitlements:
| If these fields are filled in | The Entitlement field lists these entitlements |
|---|---|
| Household and Consumer | Entitlements for both the consumer and household. |
| Household | Entitlements for the household. |
| Consumer | Entitlements for the consumer |
Procedure
Navigate to All > Customer Service > Contracts > Entitlements.
Select New.
Select a household in the Household field.
When you select a household, the head of household is automatically added to the Consumer field.
Note: You must configure the form layout and add the Household field.
If desired, select a different household member in the Consumer field.
Fill in the remaining fields on the Entitlement form.
For more information, see Create entitlements for CSM entities.
Select Submit.
The entitlement is added to the Entitlements related list on the Household form.