---
sourceDocument: Zurich Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/customer-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Assign granular roles to a functional role

# Assign granular roles to a functional role {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Assign granular roles to a functional role to help provide authorized related parties
with access to the case, and provide additional contacts and additional consumers with
access to the sold product.

## Before you begin

Role required: admin

## Procedure

1. In the navigation filter, enter <kbd class="ph userinput">sys_user_role.list</kbd>.
2. In the Search field, enter <kbd class="ph userinput">*authorized</kbd>.  
   You can see the list of functional roles that are provided in the base system.
3. Select the functional role that you want to customize.
4. From the Contains Roles related list, select Edit and add the desired granular role to the functional role.
5. Select Save.  
   The granular role is added to the functional role.