List of related party configurations provided with the base system
Related party configurations for different entities that are provided with the base system are listed in the following tables.
Related party configurations for cases
Types and responsibilities for cases are listed in the following table.
| Type | Default Responsibility |
|---|---|
| Authorized Contact | Authorized Representative |
| Authorized Consumer | Authorized Representative |
| Authorized Contributor | Authorized Representative |
| Listed Contact | Not applicable |
| Listed Consumer | Not applicable |
Related party configurations for sold products
Types and responsibilities for sold products are listed in the following table.
| Type | Default Responsibility |
|---|---|
| Authorized Account | Authorized Account |
| Authorized Contact | Authorized Representative |
| Authorized Consumer | Authorized Representative |
| Listed Account | Not applicable |
| Listed Contact | Not applicable |
| Listed Consumer | Not applicable |
Related party configurations for install bases
Types and responsibilities for install bases are listed in the following table.
| Type | Default Responsibility |
|---|---|
| Authorized Account | Authorized Account |
| Authorized Contact | Authorized Representative |
| Authorized Consumer | Authorized Representative |
| Authorized Contributor | Authorized Representative |
| Authorized Member | Authorized Representative |
| Authorized Service Organization | Authorized Service Organization |
| Listed Account | Not applicable |
| Listed Contact | Not applicable |
| Listed Consumer | Not applicable |
| Listed Contributor | Not applicable |
| Listed Member | Not applicable |
| Listed Service Organization | Not applicable |
For more information on install base related parties, see Add related parties to an install base item.
Related party configurations for account team members
Types and responsibilities for account team member are listed in the following table.
| Type | Default Responsibility |
|---|---|
| Account Manager | Account Manager |
| Preferred Technician | Preferred Technician |
| Primary Support Agent | Primary Support Agent |
| Support Manager | Support Manager |
Related party configurations for contact relationships
Types and responsibilities for contact relationship are listed in the following table.
| Type | Default Responsibility |
|---|---|
| Asset Contact | Asset Contact |
Related party configurations for consumer relationships
Types and responsibilities for consumer relationship are listed in the following table.
| Type | Default Responsibility |
|---|---|
| Authorized Representative | Authorized Representative |
Related party configurations for household member relationships
Types and responsibilities for household member relationship are listed in the following table.
| Type | Default Responsibility |
|---|---|
| Authorized Representative | Authorized Representative |
Related party configurations for service organizations
Types and responsibilities for service organizations are listed in the following table.
| Type | Default Responsibility |
|---|---|
| Location Agent | Location Agent |
| Location Consumer Agent | Location Consumer Agent |
| Location Contributor | Location Contributor |
| Location Manager Contributor | Location Manager Contributor |
| Location Manager Fulfiller | Location Manager Fulfiller |
| Location Support Agent | Location Support Agent |
| Listed Member | Not applicable |
Note:
- Whenever a related party record is created, the Responsibility field gets auto-populated from the default responsibility associated with the selected party type. Similarly, the Order field gets auto-populated from the default order associated with the selected party type.
- Listed role types don’t have any responsibility. Since the correct role and responsibility determine access, related parties aren’t granted access if the Responsibility field is left empty.