Assign roles for Service Portfolio Management integration

Assign the required roles to customer service managers based on the roles and responsibilities in your organization.

Before you begin

Role required: admin

Instead of doing the configuration through this procedure, consider using guided setup. For more information, see Integrate with Service Portfolio Management using Guided Setup.

Procedure

1. Assign the service_editor role to customer service managers if they need to update any service offerings they own.
2. Assign the portfolio_admin role to customer service managers if they need to associate service offerings to a product model.