Update system property
Update the sn_customerservice.consumer.allowed_user_types system property within the Customer Service Management (CSM) application to enable the association of consumer records with contact user records or with user records. This modification enables you to display the customer_contact or sys_user extension records in the reference list for the users in the csm_consumer table.
Before you begin
Role required: admin
About this task
This property controls the reference qualifier on the user field in the consumer record, determining which user types appear in the lookup.
Procedure
In the workspace filter navigator, enter sys_properties.LIST to access the system properties list.
In the Name column, use the search field to locate the sn_customerservice.consumer.allowed_user_types system property.
Open the record.
The default value is csm_consumer_user, which restricts consumer records to be linked only with consumer user records.
In the Value field, add the required user type to the existing default value ( csm_consumer_user).
Note: Add the following based on the requirement:
System property Description customer_contact configures a contact as a consumer sys_user configures a user as a consumer For example, value can be: csm_consumer_user, customer_contact
Select Update.
Result
When you navigate to a consumer record and access the User field, the reference qualifier displays the following record types:
- Consumer user records (existing behavior)
- Contact user records (new capability), if included customer_contact, or
- User records, if included sys_user
This configuration enables administrators to link a consumer record directly to a contact user record, enabling the unified login experience for users who function as both B2B contacts and B2C consumers.