--- sourceDocument: Australia Enable AI sourceDocumentLink: https://www.servicenow.com/docs/r/australia/intelligent-experiences Release : - australia ft:locale : - en-US ft:publication_title : - Australia Enable AI ft:clusterId : - platai bundleId : - platai workflow : - Platform --- # Microsoft SharePoint Online group management AI agent # Microsoft SharePoint Online group management AI agent {#ariaid-title1} Release version: Australia Updated September 30, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Microsoft SharePoint Online group management AI agent The Microsoft SharePoint Online group management AI agent enables ServiceNow customers to efficiently manage SharePoint Online groups and site roles through automated workflows. It supports creating and deleting groups, adding or removing users, updating group ownership, looking up groups and Microsoft 365 members, and managing site roles. This agent streamlines SharePoint group administration by interacting directly with SharePoint Online and Microsoft 365 data. Show full answer Show less ## Key Features * **Group Management:** Create new groups, delete existing groups, update group owners, and look up groups by name. * **User Management:** Add or remove users from groups and look up Microsoft 365 members associated with a site group. * **Site Role Management:** Add or remove roles assigned to SharePoint Online sites. * **Interaction Workflow:** The agent queries the user for necessary details such as site, group, or user information before performing actions and reports outcomes including any errors. * **Configuration Options:** * Allow third-party or AI specialist access to the agent, controlled via AI Agent configuration settings. * Option to enable long-term memory for maintaining context across multiple user interactions. * **Security and Access Control:** Access is restricted to users with specific roles (sncinternal) determining who can use the agent and what data it can access. * **Tool Integration:** Supports multiple flow actions including adding/removing roles or users, group creation/deletion, and owner updates. * **Deployment:** Can be configured for use with Virtual Agent or ServiceNow Otto panel assistants, enhancing conversational management capabilities. ## Practical Benefits for ServiceNow Customers This AI agent automates and simplifies the management of SharePoint Online groups and permissions, reducing manual effort and potential errors. Customers can expect faster group administration, consistent management of user access and site roles, and integrated reporting of action outcomes. The configurable access controls and optional long-term memory enhance security and user experience in complex environments. This agent integrates seamlessly into existing ServiceNow workflows and virtual assistants, enabling a more efficient, conversational approach to SharePoint administration. This AI agent manages Microsoft SharePoint Online groups and site roles. It creates and deletes groups, adds and removes users, updates group owners, looks up groups and Microsoft 365 members, and adds or removes site roles. ## Workflow {#inth-ms-sharepoint-microsoft-sharepoint-online-group-management-ai-agent__obbblwwfylan} The agent helps the user manage Microsoft SharePoint Online groups and site permissions. 1. Ask the user what they want to do and collect the details the action needs, such as the site, group, and user. 2. Look up a group by name or the Microsoft 365 members of a site group. 3. Create a new group or delete one. 4. Add a user to a group or remove a user from it. 5. Update a group's owner. 6. Add a role to a site or remove one. 7. Report the outcome to the user, including details of any error. {#inth-ms-sharepoint-microsoft-sharepoint-online-group-management-ai-agent__ol_neq_inf_vpv} {#inth-ms-sharepoint-microsoft-sharepoint-online-group-management-ai-agent__obbblwwfylan__entry__2} | Field | Description | |-|-| | Allow third party to access this AI agent | When enabled, third-party AI agents can use this agent. This value is off (false) by default. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the External discoverable field. | | Allow AI specialists to access this AI agent | When enabled, AI specialists can use this agent. This value is off (false) by default. When set to true, more configuration options for tools become available so that an AI specialist can map inputs and response templates to tool outputs. This setting is defined in the AI Agent configs \[sn_aia_agent_config\] table on the Specialist enabled field. | | Manage long-term memory | When enabled, all previous user interactions are used as context for the LLM. This value is off (false) by default. This setting is defined by the sn_aia.ltm.enable_long_term_memory system property. For more information, see [ServiceNow Otto AI agents reference](https://www.servicenow.com/docs/MUqSU8rHp3ao~q3QEWgHkA "Find more information about user roles, tables, and the different properties that are installed in ServiceNow Otto AI agents."). | | Tools | Flow Actions : Add Role To Site : Add User To Group : Create Group : Delete Group : Look Up Group By Name : Look up M365 Members by Site Group : Remove Role From Site : Remove User From Group : Update Group Owner (User) | | Allowed user roles The specific user roles that can access this AI agent. | snc_internal | | Data access roles The specific user identity roles that determine which data the AI agent can access and what actions it can take. | snc_internal | | Triggers | Optional. None defined by default. An admin can specify triggers if desired. For more information, see [Add a trigger to an AI agent](https://www.servicenow.com/docs/NXqRJBQV_Vw00FEzklcAJw "In the guided setup for an AI agent, add triggers to run the AI agent automatically when certain conditions are met."). | | Channels | Configure an assistant for Virtual Agent or ServiceNow Otto panel using [Assistant Designer](https://www.servicenow.com/docs/access?context=configure-now-assist-va&version=australia&pubname=australia-conversational-interfaces&ft:locale=en-US). | | Used in agentic workflows | Not applicable. | [Table 1. Configuration] **Related topics** * [Microsoft SharePoint Online Spoke](https://www.servicenow.com/docs/access?context=sharepoint-online-spoke&version=australia&pubname=australia-integrate-applications&ft:locale=en-US) * [Integration Hub spokes](https://www.servicenow.com/docs/access?context=spokes-list&version=australia&pubname=australia-integrate-applications&ft:locale=en-US)