Configure data permissions for AI skills

task australia Updated Sep 10, 2026 2 min read cmpro-conf-roles-skills.md
Raw file servicenow.com

Add the user roles for the skill to specify the roles that AI uses to access data while performing a task. The user roles control the information that AI can read, update, or share, based on the permissions of the selected roles.

Before you begin

Role required: admin

About this task

AI skills use role masking to determine the data that the roles can access.

In Contract Management Pro - Prime, the following roles are configured with the base system to provide necessary data access to the AI skills.

  • sn_cm_gen_ai.ai_contract_fulfiller
  • sn_lg_cnt.contract_fulfiller
  • sn_lg_ops.request_fulfiller
  • sn_cm_core.contract_fulfiller
  • contract_manager
  • sn_lg_cnt.contract_owner
  • sn_cm_obligation.obligation_fulfiller

You must configure the necessary roles for your workspace to ensure that skills can access all the required information.

Procedure

  1. Select the All ****menu and enter sys_agent_access_role_configuration.list in the navigation filter.

    The Agent Access Role Configurations table appears.

  2. Open the skill that you want to configure.

  3. In the Role List field, select the lock icon [Omitted image "wsd-unlock-connectors-list-icon.png"] Alt text:.

    [Omitted image "cmpro-lock-role-list.png"] Alt text: Role list field used to add new roles.

  4. In the search field, search for the role that you want to add.

  5. Select the desired role from the search results.

    The selected role is added to the Role List field.

Parent Topic:Configure AI capabilities

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