Synchronizing Customer Group CI Relationships

If applicable, you can use the Group Relationship Synchronization agent to monitor existing customer group CIs and update any changes in the associated customer groups. For example, if a customer is added to a customer group, it creates a CI record for that customer and adds a relationship to the customer group CI. You’ll need to specify a CI to use as a template and a relationship for the newly-created customer CIs; however, note that the relationship selected for synchronization will not be available for assignment to any other CI or group. You may wish to add a relationship to the type of the CI used as a template for this purpose.

To run the agent immediately on a one-time basis, click the Run Now button in the Create Configuration Items for Customer Groups section. To run the agent on an interval basis, select Yes in the Enabled field in the Sync Relationships for Customer Groups section and at the top of the Customer Support Rep Group Relationship Synchronization Agent section. Then set the agent interval and save.