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How contacts can manage their groups

Patryk Oshibuch
Tera Contributor

Hello,

Is there any OOTB way to give a Customers (Contacts) a possibility to manage their access/roles/groups?

Regards,
Patryk Oshibuchi

1 ACCEPTED SOLUTION

Chanuka
Tera Guru

Hi @Patryk Oshibuch ,

 

The simple answer is Yes.

you can assign the 'sn_customerservice.customer_admin' role to a Contact.

 

Once they have this specific role, they can do the followings:

 

  • Create new contacts for their specific Account.
  • Assign approved roles to other contacts in their own company (from the allowed list).
  • Enable or disable access for people in their organization.
  • They can add to the groups which were created for their organization.

 

If this helped point you in the right direction, please mark it as Helpful or Accept as Solution!

View solution in original post

5 REPLIES 5

Chanuka
Tera Guru

Hi @Patryk Oshibuch ,

 

The simple answer is Yes.

you can assign the 'sn_customerservice.customer_admin' role to a Contact.

 

Once they have this specific role, they can do the followings:

 

  • Create new contacts for their specific Account.
  • Assign approved roles to other contacts in their own company (from the allowed list).
  • Enable or disable access for people in their organization.
  • They can add to the groups which were created for their organization.

 

If this helped point you in the right direction, please mark it as Helpful or Accept as Solution!

Hello Chanuka,
How can we manage the scope of roles that sn_customerservice.customer_admin can add to other contacts?

Br,
Patryk

Tanushree Maiti
Kilo Patron

Hi @Patryk Oshibuch 

 

Check these roles: Roles installed with Customer Service Management 

 

To manage Agent group , minimum sn_customerservice.customer_case_manager is required !!  

 

You can set contact as required group manager , and using ACL , group manager can edit group details.

 

 

 

 

Please mark this response as Helpful & Accept it as solution if it assisted you with your question.
Regards
Tanushree Maiti
ServiceNow Technical Architect
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