Create Subscription Accounts

You can create subscription accounts under a party, either an account for an enterprise customer or a contact for a consumer. When you create a subscription account, you must select the party type, and then select the party to associate the subscription account.

Here's how you create subscription accounts:

1. Sign into Oracle CX Service using subscription account manager security role.

2. Go to Service > Subscription Accounts.

   The Subscription Accounts list page opens.

   Note:

   For details on creating security roles, see Set Up Subscription Accounts chapter in the Oracle Digital Experience for Communications Care Experience Getting Started guide.

   With the appropriate privileges assigned to you, depending on the security privileges of your role, here you can:

   • Create a subscription account.

   • Delete a subscription account.

   • Edit subscription accounts.

3. Click Create Subscription Account.

   Create Subscription Account page opens. Specify account name, party type, party name, country, and set code details.

   Note:

   For details on set codes, see Common Applications Configuration: Maintain Common Reference Objects chapter in the Oracle CX Sales Implementing Sales guide. If subscription accounts are used by sales and service users and you need to manage addresses in different sets for these users, you can use multiple data set. When you use multiple data sets and need some users to have access to more than one set, you must expose the SetCode field in the Subscription Accounts Profile page that those users may access, so that they can select a set to view and manage its data.

4. Select a Party Type.

   To create a subscription account under an account, you must select a party type of account. To create a subscription account under a contact, you must select a party type of contact.

5. Corresponding to Party Name field, click Search.

   Add Account or Add Contact window opens depending on the party type selected.

6. Search for a party name or owner name using Search and click Select. To create a new party, click Create.

7. Click OK.

   Depending on the party type that you selected, the Accounts page or Contacts page opens.

8. Do one of the following:

   For accounts: Click Create Account.

   Create Account page opens.

   For contacts: Click Create Contact.

   Create Contact page opens.

9. Provide information for the required fields.

10. Click Save and Continue.

    Depending on the party type, you are navigated to Edit Account: Profile page or the Edit Contact: Profile page. The account or contact party is created and is available on the Subscription Accounts list page.

11. On the Subscription Accounts list page, click Create Subscription Account.

    Create Subscription Account page opens.

12. Search for the party that you created by clicking Search corresponding to Party Name field.

13. Specify a name corresponding to Name field.

14. Click Search and you can see the account or the contact party that you created.

You completed the subscription account creation process.