Assign roles for CMDB success advisor users

Release version: Zurich

Updated May 25, 2026

1 minute to read

Assign roles to control access to features, capabilities, and data in the CMDB success advisor application.

Before you begin

Set the application scope to CMDB success advisor using the application picker. For more information, see Application picker.

Role required: admin

Users with the following combination of roles can use the CMDB success advisor application.

Table 1. Roles required
Role	Description	Applies to
sn_cmdb_admin	Required to access the CMDB success advisor. Users with the sn_cmdb_admin role can configure and improve CMDB data accuracy based on specific business use cases.	Data Foundations and HAM dashboards
sn_cmdb_user	Provides read-only access to CMDB success advisor from the Insights section in Service Graph Workspace. Users with this role can view the Dashboard tab only. Users with this role can't access the Settings and Integrations tabs.	Data Foundations and HAM dashboards
sn_cmdb_editor	Provides read-only access to CMDB success advisor from the Insights section in Service Graph Workspace. Users with this role can view the Dashboard tab only. Users with this role can't access the Settings and Integrations tabs.	Data Foundations and HAM dashboards
cmdb_inst_admin	Required to manage Service Graph Connector connections in SGC Central through CMDB success advisor. Note: Service Graph Connector data can be read without any additional role. The cmdb_inst_admin role is required for creating or modifying connector configurations through CMDB success advisor.	Data Foundations and HAM dashboards
pd_user	Required to view Discovery and Service Mapping Patterns through CMDB success advisor with read-only access.	Data Foundations and HAM dashboards
pd_admin	Required to manage Discovery patterns with create and write access.	Data Foundations and HAM dashboards

Assign roles to users and groups using the ServiceNow AI Platform user administration feature.