Required roles for Asset management

[dadekore]

What roles/ permissions do I need assigned to me to be able to at least be able to search up the assets/hardware models/hardware assets in ServiceNow. I have the correct permissions on my account on our Production server but I'm trying to replicate the same permissions on our Dev/Test environment and I have literally nothing .I want to be able to access these options so I can learn how to import data from an excel spreadsheet. 

Thanks in advance!

[AakashG0303 · Accepted solution]

Hi @dadekore 

Hope you are doing good.

As this is mentioned in your question that you have correct permissions on PROD Instance/Environment. So, You can have a look by going to your Profile and search for all the roles you are having and then replicate the same roles to your DEV and TEST Instance/Environment. This is the one thing that you can do.

Just 2 small steps that helps you in navigating through User and Roles Table and helps you to the allocation of roles in DEV and TEST Environment:-

Step1 - Go to All > Type "sys_user.LIST" (it will open a list of users) > Search yourself in the Users List > Open the record > Down to Bottom shows you "Roles" Related List > Click on "Edit" Button.

Step2 - Note all the roles you have in PROD Environment and repeat the Step1 to allocate the same roles in your DEV and TEST Environments.

The second thing that you can get help with is I am listing out all the basic/required roles/permissions that allows you to work with the SAM and HAM Tables.

For SAM (Software Asset Management), These are the roles that you need to work with SAM Tables:-

1. sam_user - This is the very basic role that you can have to access all SAM features except administrations.
2. sam_admin - This is the fully fledged role to work on any of the functionalities that SAM offers.
3. sam_developer - This role contains sam_admin and allows you write Scripts with all the priviledges that you got with sam_admin role.

For HAM (Hardware Asset Management), These are the roles that you need to work with HAM Tables:-

1. asset - This role allows you to create, edit, manage, and delete the hardware and consumables.
2. inventory_admin - It allows you to create, edit, manage, and delete Stockrooms.
3. Procurement_user - It allows you to create Purchase Orders, view Transfer orders and etc.
4. catalog_admin - It allows you to create, edit, and manage the Service Catalogs.
5. ham_admin - This role will work or visible only when you have HAM Application installed in an environment.

If my answer finds you well, helpful, and related to the question asked.  Please mark it as correct and helpful.

Thanks 🙂

[dadekore]

Thank you so much! These roles are so helpful , I appreciate it @AakashG0303