Configure groups and roles

task australia Updated Sep 10, 2026 1 min read config-groups.md

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Configure groups and roles for Core Business Suite business units through the Now Assist conversational experience.

Before you begin

Ensure that Now Assist in Virtual Agent is installed. For more information, see .

Role required: admin, sn_cbs.admin

Procedure

Navigate to Admin > Admin Home.
On the Core Business Suite card, select View product overview.
In the Configuration insights section, select Configure.

The Configure Core Business Suite page opens in the Configuration Console.
Select Manage Groups under the CBS business unit you want to configure (for example, Human Resources, Legal, Finance, Health and Safety, Workplace Services, or Source-to-Pay).
Select Configure with Now Assist.

Now Assist opens the conversational panel, detects the current page context, and invokes the Groups and Roles Agent.

Note: Now Assist guides you through follow‑up questions and requests confirmation before completing an action.
Select an option or enter a natural‑language prompt.
- Assign user(s) to a group
- Assign roles(s) to a group
- Create Group Example prompts:
- Add [username] to the [group name]
- Assign [role] to the [group name]
- Create [group name] Now Assist processes your input and displays the available groups.
Select the required group from the list.
Respond to the follow‑up questions provided by Now Assist.
Provide any additional information requested in the conversation panel.

Now Assist prepares an action summary based on your responses.
Review the action summary.
Select Yes to confirm and proceed, or No to cancel.
If prompted, provide additional confirmation.

Now Assist completes the action and displays a success message.

Parent Topic:ServiceNow Otto for Core Business Suite (CBS)

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---
title: Configure groups and roles
description: Configure groups and roles for Core Business Suite business units through the Now Assist conversational experience.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/core-business-suite/config-groups.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [ServiceNow Otto for Core Business Suite \(CBS\), Configure Core Business Suite using Otto, Configure, Core Business Suite]
---

# Configure groups and roles

Configure groups and roles for Core Business Suite business units through the Now Assist conversational experience.

## Before you begin

Ensure that Now Assist in Virtual Agent is installed. For more information, see .

Role required: admin, sn\_cbs.admin

## Procedure

1. Navigate to **Admin** &gt; **Admin Home**.

2. On the Core Business Suite card, select **View product overview**.

3. In the Configuration insights section, select **Configure**.

The Configure Core Business Suite page opens in the Configuration Console.

4. Select **Manage Groups** under the CBS business unit you want to configure \(for example, Human Resources, Legal, Finance, Health and Safety, Workplace Services, or Source-to-Pay\).

5. Select **Configure with Now Assist**.

Now Assist opens the conversational panel, detects the current page context, and invokes the Groups and Roles Agent.

**Note:** Now Assist guides you through follow‑up questions and requests confirmation before completing an action.

6. Select an option or enter a natural‑language prompt.

- Assign user\(s\) to a group
- Assign roles\(s\) to a group
- Create Group
Example prompts:

- `Add [username] to the [group name]`
- `Assign [role] to the [group name]`
- `Create [group name]`
Now Assist processes your input and displays the available groups.

7. Select the required group from the list.

8. Respond to the follow‑up questions provided by Now Assist.

9. Provide any additional information requested in the conversation panel.

Now Assist prepares an action summary based on your responses.

10. Review the action summary.

11. Select **Yes** to confirm and proceed, or **No** to cancel.

12. If prompted, provide additional confirmation.

Now Assist completes the action and displays a success message.

**Parent Topic:**[ServiceNow Otto for Core Business Suite \(CBS\)](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/core-business-suite/now-assist-cbs.md)