Components installed with the CRM Outlook Add-in

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • User roles are installed with activation of the CRM Outlook Add-in plugin.

    Roles installed

    Role title [name] Description Contains roles

    CRM Outlook Add-in admin

    [sn_crm_outlook.crm_outlook_admin]

    		 Granular administrative permission for configuring and managing data related to the CRM Outlook Add-in.
    • ais_admin
    • sn_crm_outlook.crm_outlook_user
    • sn_nb_action.next_best_action_author
    • sn_outlook_addin.outlook_addin_setup

    CRM Outlook Add-in user

    [sn_crm_outlook.crm_outlook_user]

    		 Associates emails to existing or new CRM entities using the ServiceNow CRM for Outlook add-in.
    • workspace_user
    • sn_nb_action.next_best_action_user