Configure data permissions for Now Assist skills

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Add the user roles for a Now Assist skill to specify the roles that Now Assist uses to access data while performing a task. The user roles control the information that Now Assist can read, update, or share, based on the permissions of the selected roles.

    Before you begin

    Role required: admin

    About this task

    Now Assist skills use role masking to determine the data that the roles can access.

    In Contract Management Pro - Prime, the following roles are configured with the base system to provide necessary data access to the Now Assist skills.
    • sn_cm_gen_ai.ai_contract_fulfiller
    • sn_lg_cnt.contract_fulfiller
    • sn_lg_ops.request_fulfiller
    • sn_cm_core.contract_fulfiller
    • contract_manager
    • sn_lg_cnt.contract_owner
    • sn_cm_obligation.obligation_fulfiller

    You must configure the necessary roles for your workspace to ensure that Now Assist skills can access all the required information.

    Procedure

    1. Select the All menu and enter sys_agent_access_role_configuration.list in the navigation filter.
      The Agent Access Role Configurations table appears.
    2. Open the skill that you want to configure.
    3. In the Role List field, select the lock icon .
      Figure 1. Role list
      Role list field used to add new roles.
    4. In the search field, search for the role that you want to add.
    5. Select the desired role from the search results.
      The selected role is added to the Role List field.