---
sourceDocument: Zurich Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/order-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Assign roles to users

# Assign roles to Lead-to-Cash Process Management users {#ariaid-title1}

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

Assign roles to your users so that they can access features, capabilities, and data in the Lead-to-Cash Process Management application.

## Before you begin

Before you can assign roles to your users and groups, make sure you have created and configured required users and groups.

Role required: admin

## About this task

The following table lists the roles business object writers and sales process managers need to access the tables necessary to perform their respective tasks.
{#assign-roles-lead-cash-process-management__table_e5z_gx5_vfc__entry__4}

| User persona | Job function | Role required | Tables accessed |
|-|-|-|-|
| Business object writer | Creates business object groups and defines relationships between the business object types. | Business object writer \[sn_bo_core.business_object_writer\] | * Business Object Type \[sn_bo_core_obj_type\] * Business Object Relationship \[sn_bo_core_obj_rel\] * Business Object Group \[sn_bo_core_obj_group\] * Business Object Group Members \[sn_bo_core_obj_group_members\] {#assign-roles-lead-cash-process-management__ul_n3f_by5_vfc} |
| Sales process manager | Creates sales process records, monitors tasks and activities on the hierarchical node map, links and delinks nodes. | Sales process manager \[sn_l2c_cockpit.sales_process_manager\] | * Sales Process Record \[sn_l2c_cockpit_sales_process_record\] * Business Process Record \[sn_bo_core_process_record\] * Business Process Resource \[sn_bo_core_process_resource\] * Business Process Task \[sn_bo_core_process_task\] {#assign-roles-lead-cash-process-management__ul_b41_b2b_wfc} |
[Table 1. Required roles for specific job functions]

{#assign-roles-lead-cash-process-management__table_e5z_gx5_vfc} You can assign roles to users and groups using either guided setup or through the following user administration features:

* [Assign a role to a user](https://www.servicenow.com/docs/access?context=t_AssignARoleToAUser&version=zurich&pubname=zurich-platform-administration&ft:locale=en-US)
* [Assign a role to a group](https://www.servicenow.com/docs/access?context=t_AssignRoleToGroup&version=zurich&pubname=zurich-platform-administration&ft:locale=en-US)
{#assign-roles-lead-cash-process-management__ul_t1m_r2b_wfc}
**Related reference**   

* [Components installed with Lead-to-Cash Process Management](https://www.servicenow.com/docs/4THPlh~JmxvUyCB1O~l9Pw "Several types of components are installed with activation of the Lead-to-Cash Process Management plugin, including tables and user roles.")
* [Components installed with Business Object Core](https://www.servicenow.com/docs/cwWFJEFkYd0K9_flV76hOw "Several types of components are installed with activation of the Business Object Core plugin, including tables and user roles.")  
**Related topics**   

* [Creating users](https://www.servicenow.com/docs/access?context=ua-creating-users&version=zurich&pubname=zurich-platform-administration&ft:locale=en-US)
* [Creating groups](https://www.servicenow.com/docs/access?context=ua-creating-groups&version=zurich&pubname=zurich-platform-administration&ft:locale=en-US)