How contacts can manage their groups

Patryk Oshibuch · a week ago

Hello,

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

Regards,
Patryk Oshibuchi

Chanuka · a week ago

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

SohamTipnis · Friday

Hi @Patryk Oshibuch,

No, there isn’t any direct out-of-the-box way in ServiceNow where customers (contacts) can manage their own roles or group access.

By default, ServiceNow keeps roles and groups restricted because they control system access, so only admins or internal users can handle them. Customers can update their profile or raise requests, but they can’t directly assign roles to themselves.

The usual approach is to create an access request (like a catalog item), where the customer asks for access, it goes for approval, and then the system grants the role or group through a flow.

So basically, no direct self-management OOTB, you need to go with a request + approval setup or build a custom solution if required.

Let me know if this helps!! 😉

If you find my answer useful, please mark it as Helpful and Correct. ‌‌‌‌😊

Regards,
Soham Tipnis
ServiceNow Developer || Technical Consultant
LinkedIn: www.linkedin.com/in/sohamtipnis10