Welcome to Community Week 2025! Join us to learn, connect, and be recognized as we celebrate the spirit of Community and the power of AI. Get the details  

What role does a user need to be able to create an account contact?

basantsoni
Kilo Guru

Hello Friends, 

What role does a user need to be able to create an account contact? in CSM Application. 

Please help. 

1 ACCEPTED SOLUTION

Community Alums
Not applicable

HI @basantsoni ,

sn_customerservice_manager or admin will suffice to create accounts or contracts.

Mark my answer correct & Helpful, if Applicable.

Thanks,
Sandeep

View solution in original post

3 REPLIES 3

Jaspal Singh
Mega Patron
Mega Patron

Did you check Doc link

find_real_file.png

Markus Kraus
Kilo Sage

ServiceNow officially states to assign the 'sn_customerservice_manager' role for this (another option is 'sn_customerservice_agent' + 'sn_customerservice.contact_manager', however this is *NOT* intended by ServiceNow).

Reference: Official CMS Roles

Community Alums
Not applicable

HI @basantsoni ,

sn_customerservice_manager or admin will suffice to create accounts or contracts.

Mark my answer correct & Helpful, if Applicable.

Thanks,
Sandeep