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Thursday
Hello,
Is there any OOTB way to give a Customers (Contacts) a possibility to manage their access/roles/groups?
Regards,
Patryk Oshibuchi
Solved! Go to Solution.
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Thursday
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!
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Thursday
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!
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Friday
Hello Chanuka,
How can we manage the scope of roles that sn_customerservice.customer_admin can add to other contacts?
Br,
Patryk
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Monday
The property is sn_customerservice.contact_role_assignment
https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0962501
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Thursday
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.
