Personas and roles for Service Exchange for Providers (legacy)

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Learn about the roles, skills, and tasks for the different personas in the Service Exchange for Providers application.

    Overview

    A persona role is a pre-configured role in the application that is made up of multiple granular roles. The persona roles are designed to correspond to the common job titles for managers, analysts, and service owners in an IT organization. If you want your users and groups to have more access than a role permits, you can add more granular roles to your users and groups. If you want to limit the access for specific users and groups at the task level, you can remove the granular roles. Also, you can build custom roles to suit your needs.

    Table 1. Personas and roles
    Persona Skills Tasks Roles
    Application developer
    • Is a certified ServiceNow administrator
    • Is a certified ServiceNow application developer
    • Creates provider records
    • Creates and maintains Service Exchange remote catalogs
    • Creates and maintains record producers that are associated with remote catalogs
    • Creates and maintains Flow Designer flows to determine the request fulfillment processes
    • Publishes Service Exchange remote catalogs to the customer's instance
    admin
    System administrator

    Is a certified ServiceNow system administrator

    • Configures and validates the Instance Data Replication configuration
    • Completes the Service Exchange registration requests
    • Approves the Instance Data Replication (IDR) configuration
    • Assists the customer's system administrator in creating a provider record
    • admin
    • ebonding_admin
    Customer care agent Has customer care agent skills
    • Resolves customer questions and issues
    • Engages in network operations when needed
    • itil
    • sn_nowebonding.requestor

    • sn_customerservice_agent
    • incident_read​
    • problem_read​
    • change_read