why external users cannot able to access Visual task board even they are member?

Deepika61
Tera Contributor

Hi All,

Actually on Project we a Custom list collector field , in that we have add our customers to that, now on the visual task board we added them as a members , so they can go through the vtb though link, but when they are click on that project there will be error message like

Deepika61_0-1707283674057.png

Please help me to solve this 

 

Thanks

Deepika

4 REPLIES 4

Community Alums
Not applicable

Hi @Deepika61 ,

If the customer is not able to see the Visual task board module under the self service then please check the role required to see the module and also check if user has same role or not.

 

 if he is able to access the link

https://<yourInstanceName>.service-now.com/now/nav/ui/classic/params/target/%24vtb.do

  • If still not, then probably there is some role related issue.
  • Check if your client does not have the required roles to access the VTB feature. To use VTB, you need to have one of the following roles: vtb_admin, vtb_user, vtb_read, or admin.

 

@Community Alums 

thanks for the response, he donot have module level acesss , but he can access the vtb through link, but the problem is when he click on that particular project its getting error

 

Regarding the roles we are not supposed to give Admin to everyone, we donot have other roles which you mentioned for VTB

 

Without Admin and Other vtb roles our internal employees able to access visual task board

 

Thanks

Deepika

 

Community Alums
Not applicable

Hi @Deepika61 ,

Internal users has snc_internal role, which gives them access to VTB automatically.

Now external users has snc_external role, which limits them with many accesses.

Check if he has access to check that project in general from native UI not from VTB. if he cannot see it, then the external user doesn't have permission to Projects, which requires, Project_user role.

 

 

@Community Alums 

He has an access to project in native UI, he able to see it project and stories all