---
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 roles for Service Portfolio Management integration

# Assign roles for Service Portfolio Management integration {#ariaid-title1}

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

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](https://www.servicenow.com/docs/EUnJMcr9VXEOvhj_8rZWmA "Use the Guided Setup to integrate Customer Service Management with the Service Portfolio Management (SPM) application.").

## 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.