in this instance my client isn`t able to create new record so how to check and the required role

gautamvarma
Tera Contributor

in this instance my client isn`t able to create new record so how to check and give the required role. her colleague is able to create record. pls check the below image. 

10 REPLIES 10

Dr Atul G- LNG
Tera Patron
Tera Patron

This is the VTB board, so you can compare both roles. Your client is to create a new board or new records in any of the boards.

 

https://www.servicenow.com/community/itsm-forum/what-role-is-required-to-see-visual-task-board-pleas...

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Ankur Bawiskar
Tera Patron
Tera Patron

@gautamvarma 

Ideally there is no role required to create new vtb board as per docs

AnkurBawiskar_0-1741863888930.png

 

If my response helped please mark it correct and close the thread so that it benefits future readers.

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Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

Shivalika
Mega Sage

Hello @gautamvarma 

 

These are VTB Boards, you need to make your client Board member to which board you want to give him edit access. He will then automatically be able to create tasks. Additionally check if the VTB board has any roles attached to it, but adding member should work. 

 

If you are unable to find where to add them, search Visual Task boards on the left navigation, go to particular task board, in the related list there would be board members, add him. Also you check for roles here itself. 

 

Kindly mark my answer as helpful and accept solution if it helped you in anyway,

 

Regards,

Shivalika 

 

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Not asking for VTB only but for different scenarios also how do I check if one user isn’t able to access or create how do i check and add the particular role to it.

If for a module the client isn’t able to create record how do i check and give specific role