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Combining the TPRM Portal with the CSM Portal

EdanR
Tera Contributor

Hello ServiceNow Community,

I hope this message finds you well. I am reaching out to discuss a topic around a servicenow instance that needs both the csm and tprm portal working on their instance and allowing the same external user to access both portals.

Main Points:

  • Two Portals for External Users: We have separate portals for Third Party Risk Management (TPRM) and Customer Service Management (CSM), both catering to external users with the snc.external role + product specific roles

Challenge:

  • User Records Requirement:
    • Users with access to the TPRM portal need a user record on the Vendor Contact table.
    • Users with access to the CSM portal need a user record on the Contact table.
  • System limitation: Since both the Vendor Contact and Contact tables are children of the sys_user table, we cannot duplicate the 'user id' and create the user's account in both places.

Request for Solutions:

We are looking for creative solutions to allow the same user to access both portals without duplicating user records. Some potential approaches we are considering include:

  • Merging the Portals: Combining the functionalities of both portals into a single unified portal.
  • Bypassing Logic: Implementing custom logic to bypass the need for separate user records in the Vendor Contact and Contact tables.

Has anyone in the community faced a similar challenge or have any suggestions on how to address this issue? Any advice on best practices, potential pitfalls, or technical solutions would be greatly appreciated.

Thank you in advance for your assistance and insights!

 

#tprm #csm #portals #experiences #irm

Below are screenshots of me trying to duplicate the userid of an external user from the csm side to the tprm side.

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3 REPLIES 3

Vishal Jaswal
Giga Sage

Hi @EdanR 

I believe it is one of the out of the box Business Rule which allows the customer_contact record to automatically replicate / create the same record in sys_user table. I would suggest to raise a HI Case to seek for ServiceNow Support / engineering suggestion and if they are unaware of the same then they should log it as a bug with a solution for you and for everyone.


Hope that helps!

EdanR
Tera Contributor

Hi All,

Still looking for creative solutions.

We had a similar challenge for another client.  I just posted a blog on the subject, if this helps.  Here is a link to the blog: https://www.servicenow.com/community/developer-blog/bridging-the-gap-integrating-tprm-and-csm-portal...