Guidance on Allowing External Logged-In Users to Submit Incidents
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yesterday
Hi Community,
I am working on a small project in my ServiceNow developer instance, and here are the steps I’ve completed so far:
Raise a Lead – A customer shows interest in the product/service.
Generate a Quote – Sending them a price estimate.
Complete an Order – Customer accepts the quote and places the order.
Customer Portal – Customer can track orders or raise issues.
Incident Management – Customers can raise incidents if there’s a problem with the order.
Now I want to extend this by exposing the Incident table, but only for logged-in external users.
Requirement:
Instead of making the incident form public (open to anyone without credentials), I want only authenticated external users to be able to:
Authenticate (login) → Submit an Incident via the portal.
👉 Can you please guide me on the correct approach to achieve this?
Should I configure CSM external users/roles?
Are there specific ACLs or portal configurations needed?
What’s the best practice to allow authenticated external users to create incidents securely?
Any step-by-step guidance or references would be really helpful.
Thanks in advance!