Grant Field Service for Audit roles

  • Release version: Australia
  • Updated August 11, 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 this role To
    sn_fsm_audit.author A workflow or integration that creates audit tasks only.
    sn_fsm_audit.auditor An auditor or compliance reviewer who reads and updates tasks.
    sn_fsm_audit.audit_admin A privileged administrator who manages the full task lifecycle.
    Note:
    An Author who also needs to work on existing tasks must receive sn_fsm_audit.auditor in addition to sn_fsm_audit.author.

    Role required: sn_fsm_audit.author, sn_fsm_audit.auditor, or sn_fsm_audit.audit_admin.

    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 and select the audit role.
    5. Move the role to the Roles List column, then click Save.

    Result

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