Roles and components of Partner Relationship Management

  • Release version: Zurich
  • Updated July 20, 2026
  • 2 minutes to read
    • Summarize
    Summarized using AI
    This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.

    Summary of Roles and components of Partner Relationship Management

    The Partner Relationship Management (PRM) application in ServiceNow Zurich release uses a structured role-based access model to manage interactions between enterprises and their channel partners. It ensures secure and appropriate access to PRM data and functionalities for both internal enterprise users and external partner users. The PRM plugin includes a comprehensive set of functional and granular roles that differentiate access levels and responsibilities, supporting efficient case management and partner collaboration.

    Show full answer Show less

    Key Features

    • Functional Roles: These roles are collections of granular roles designed to enable users to perform specific functions involving multiple entities. Functional roles include:
      • Enterprise Partner Admin: Administers partner enterprise data and holds multiple write and admin permissions.
      • Enterprise Partner Relationship Manager: Manages partner-related cases within the enterprise.
      • Enterprise Partner Agent: Handles case fulfillment for the enterprise.
      • Partner Manager: Manages reporting of partner cases from the partner entity perspective.
      • Partner Associate: Supports reporting on partner cases within the partner ecosystem.
    • Granular Roles: These roles grant fine-tuned permissions to specific tables or features, enhancing data security. Examples include:
      • Channel Partner Writer: Edit access to channel partner records.
      • Partner Program Writer: Edit access to partner program records.
      • Partner Program Relationship Writer: Edit access to partner program relationship records.
      • Partner Data Viewer: Read access to partner-related tables.
      • Experience Role: Ensures UI consistency and must be inherited to view PRM modules across ServiceNow interfaces.
      • Program Segment Writer: Access to create, read, and update program segment mappings.
    • System Properties: The Enterprise Partner Admin role controls key PRM system properties related to UI fields and portal behavior.
    • Responsibilities: Responsibilities define functions that support users and establish relationships between partner entities, enhancing role assignments and data access control.

    Practical Implications for ServiceNow Customers

    Understanding and assigning appropriate PRM roles is critical to maintaining data security, enabling efficient case management, and facilitating collaboration between enterprises and channel partners. By leveraging functional and granular roles, customers can tailor access to their organizational needs, ensuring users have the necessary permissions without compromising sensitive information. Additionally, managing system properties and responsibilities allows administrators to fine-tune the PRM environment for optimal partner engagement and operational efficiency.

    The Partner Relationship Management application uses roles to provide access to information, identify internal and external users, maintain data security, and establish different types of relationships between enterprises and channel partners.

    The PRM plugin (com.snc.partner_relationship_management) comes with a set of functional and granular roles, each with varying levels of access to raise and address queries.

    The PRM application provides access and permissions to users part of both the enterprise and the channel partner ecosystem.

    Functional and granular roles

    Functional roles help provide authorized related parties access to enterprise and channel partner members. A granular model helps to protect data by granting the required level of access to the relevant enterprise or channel partner entities. With this functionality, each role is associated with a set of privileges or responsibilities that determine users’ access to certain information.

    You can set granular policies that authorize individuals to do their jobs efficiently and effectively, which helps to improve the customer experience.

    Roles and descriptions

    Functional roles are a set of granular roles that are required to perform a function that requires access to multiple entities. The following table lists the functional roles for Partner Relationship Management.
    Table 1. Functional rolesList of functional roles and their descriptions.
    Role Description Contains roles
    Enterprise Partner admin (sn_prm.enterprise_partner_admin) A user who is an admin for the partner enterprise.
    • sn_service_org.writer
    • sn_prm.channel_partner_writer
    • sn_prm.partner_program_writer
    • sn_prm.partner_program_rel_writer
    • sn_customerservice.csm_workspace_user
    • sn_seg.segment_mgmt_admin
    Enterprise Partner Relationship Manager (sn_prm.enterprise_partner_rel_manager) Contributor who belongs to an enterprise and is responsible for managing cases associated with the partner hierarchy.
    • sn_bus_loc.location_relationship_manager
    • sn_prm.partner_data_viewer
    • sn_customerservice.csm_workspace_user
    Enterprise Partner Agent (sn_prm.enterprise_partner_agent) Fulfiller who belongs to an enterprise and is responsible for fulfilling partner cases.
    • sn_customerservice_agent
    • sn_prm.partner_data_viewer
    Partner Manager (sn_prm.external_partner_manager) Contributor who belongs to a partner entity and is responsible for reporting cases associated with their partner hierarchy on the portal.
    • sn_customerservice.svc_location_manager_contributor
    • sn_prm.partner_data_viewer
    • sn_prm_dr.partner_deal_reg_manager
    Partner Associate (sn_prm.external_partner_associate) Contributor who belongs to a partner entity and is responsible for reporting cases associated with their partners on the portal.
    • sn_customerservice.service_organization_contributor
    • sn_prm.partner_data_viewer
    The following table lists the granular roles installed with Partner Relationship Management.
    Table 2. Granular rolesList of granular roles and their descriptions.
    Role Description Inherited roles
    Channel partner writer (sn_prm.channel_partner_writer) This role provides granular edit access to the channel partner table. Partner Data Viewer (sn_prm.partner_data_viewer)
    Partner Program Writer (sn_prm.partner_program_writer) This role provides granular edit access to the partner program table. Partner Data Viewer (sn_prm.partner_data_viewer)
    Partner Program Relationship Writer (sn_prm.partner_program_rel_writer) This role provides granular edit access to the partner program relationship table. Partner Data Viewer (sn_prm.partner_data_viewer)
    Partner Data Viewer (sn_prm.partner_data_viewer) This role provides granular read access to the channel partner, partner program, and partner program relationship tables. NA
    Experience (sn_prm.partner_ui) This role provides granular access to organization staff to ensure a consistent experience across all user interfaces.
    Note:
    The Experience role needs to be manually inherited into other roles to view the Partner Relationship Management modules on ServiceNow platform, CSM Configurable Workspace, and the Partner portal.
    		 NA
    Program Segment Writer (sn_prm.program_segment writer) This role provides users with the create, read, and update access to the Program segment mapping (sn_prm_program_segment_mapping) table.
    • Partner Data Viewer (sn_prm.partner_data_viewer)
    • Segment Data Viewer (sn_Seg.segment_mgmt_data_viewer)

    System properties

    Navigate to All > Partner Relationship Management > Properties. The Enterprise Partner admin (sn_prm.enterprise_partner_admin) has the read and write access to the following properties.
    • glide.ui.sn_prm_partner_program_activity.fields
    • glide.service_portal.resize_text.partner.enable_rem_conversion
    • glide.ui.sn_prm_partner_program_relationship_activity.fields
    • glide.ui.sn_prm_channel_partner_activity.fields