Grant audit roles

  • Release version: Australia
  • Updated July 9, 2026
  • 1 minute to read

    • The Audit Admin assigns a Field Service for Audit role to a person or group to enable them to create, view, update, or delete audit tasks.

    Before you begin

    The Audit Admin performing this task must have role-management access on the ServiceNow instance. Field Service for Audit must be installed.

    Identify the correct role before proceeding:

    • Assign sn_fsm_audit.author to a workflow or integration that only creates audit tasks.
    • Assign sn_fsm_audit.auditor to a field technician or compliance reviewer who reads and updates audit tasks.
    • Assign sn_fsm_audit.audit_admin to a privileged administrator who manages the full audit task lifecycle, including deleting records.

    About this task

    An Author who also needs to work on existing tasks must be granted sn_fsm_audit.auditor in addition to sn_fsm_audit.author.

    Procedure

    1. Navigate to User Administration > Users to assign a role to an individual, or User Administration > Groups to assign a role to a group.
    2. Open the person or group record.
    3. In the Roles related list, click Edit.
    4. Search for the audit role to assign.
    5. Move the role to the Roles List column.
    6. Click Save.

    Result

    The Auditor, Audit Admin, or Author can perform the operations permitted by the assigned role. Role changes take effect at the recipient's next login.

    What to do next

    When custom access rules are active, granting sn_fsm_audit.auditor is the first step — but access to a specific task also depends on rules the Audit Admin has configured. See How access to audit tasks works.