A Beginner’s Guide to Creating Users in ServiceNow

[BillMartin]

If you're new to ServiceNow and need to set up user accounts, you might be wondering where to start. Creating and managing users is a crucial part of ServiceNow administration, and getting it right ensures that your team has the access they need to perform their roles effectively. This beginner-friendly guide will walk you through the essential steps for creating users in ServiceNow, making the process straightforward and manageable.

Prerequisites on How to Create and Manage Users in ServiceNow

Before you dive in, make sure you have the right permissions. You’ll need an admin role or similar administrative privileges to create and manage users.

Eight (8) Steps to Create a User in ServiceNow

1. Log in to ServiceNow

• Open your web browser and navigate to your ServiceNow instance URL.
• Enter your login credentials to access the ServiceNow dashboard.

2. Navigate to User Administration

• In the left-hand menu, type “Users” in the search bar.
• Click on User Administration to expand this section.
• Select Users to view the list of existing users.

3. Start a New User Record

• Click the New button to open a blank user record form.
• Fill in the required fields, such as:
  • User ID: A unique identifier for the user, often an email address or username.
  • First Name: The user’s first name.
  • Last Name: The user’s last name.
  • Email: The user’s email address.
  • Password: Set a secure password for the user.
  • Active: Check this box to activate the user account.

4. Assign Roles to the User

• Scroll down to the Roles tab in the user record form.
• Click the Edit button to manage roles.
• In the pop-up window, search for and select the appropriate roles for the user.
• Click Save to confirm the role assignments.

5. Add Additional Information

• Fill in any additional fields as needed, such as job title, department, or location.
• Add any other relevant details required by your organization.

6. Save the New User

• Click the Save or Submit button at the bottom of the form to create the user account.
• The new user will now be listed in the user directory.

7. Verify the User Creation

• Go back to the Users list to check that the new user appears correctly.
• Optionally, test logging in with the new user credentials to ensure everything is set up correctly.

8. Inform the User

• Send a notification or email to the new user with their login details and instructions on how to set their password if needed.

Three (3) Best Practices for Beginners in Creating a User in ServiceNow

• Keep User Information Updated: Regularly review and update user accounts to reflect any changes in roles or responsibilities.
• Careful Role Assignment: Only assign necessary roles to avoid giving users excessive permissions.
• Secure Passwords: Ensure that passwords meet security standards to protect user accounts.

Conclusion

Creating users in ServiceNow is an essential task for administrators and can be easily managed with the right approach. By following this beginner’s guide, you’ll be able to efficiently set up user accounts and ensure your team has the appropriate access to perform their duties. For a visual walkthrough of the user creation process, check out our step-by-step video tutorial. This video will provide additional clarity and help reinforce the steps described in this guide.

[BillMartin · Accepted solution]

Managing users efficiently is crucial for ensuring that team members have the right access to perform their roles. This guide will walk you through the basic steps needed to create users in ServiceNow, providing a clear and straightforward approach for beginners. Understanding this process will help you get started with user management and maintain smooth operations within your ServiceNow instance. For a more visual explanation, be sure to check out our detailed video tutorial linked at the end of this guide.