Assign Pre-import OT Worksheet Entry Review roles

task australia Updated Sep 10, 2026 1 min read assign-pre-import-ot-worksheet-entry-review-tool-for-sgc-import-roles.md

Assign roles to the users  or user groups so that you can manage the Service Graph Connector for Microsoft Excel staging table and ETL.

Before you begin

Role required: admin or user_admin

About this task

Users with the roles that are listed in the following table can use the Operational Technology Manager application.

Role	Description
OT Staging User [ot_staging_user]	Can create, edit, and view records in the staging table.
CMDB Inst Admin [cmdb_inst_admin]	Can view and edit ETL.
OT Excel Import User [ot_excel_import_user]	Can create, edit, and view Import Tasks. This is the minimum role to perform Excel SGC imports via Import Tasks. This role contains ot_staging_user.
CMDB OT Editor [cmdb_ot_editor]	Can view and reassign Excel SGC Remediation Tasks. Needs additional ot_staging_user role to perform Remediation Tasks.
CMDB OT Admin [cmdb_ot_admin]	Can perform both Import and Remediation Tasks. This role contains both ot_excel_import_user and cmdb_ot_editor.

Procedure

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

Task User administration feature

Assign a role to a user See Assign a role to a user.

Assign a role to a group See Assign a role to a group.

Task	User administration feature
Assign a role to a user	See Assign a role to a user.
Assign a role to a group	See Assign a role to a group.

Parent Topic:Configuring the Service Graph Connector for Microsoft Excel

47 lines · 2.7 KB Wrap lines

---
title: Assign Pre-import OT Worksheet Entry Review roles
description: Assign roles to the users  or user groups so that you can manage the Service Graph Connector for Microsoft Excel staging table and ETL.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/operational-technology/operational-technology-manager/assign-pre-import-ot-worksheet-entry-review-tool-for-sgc-import-roles.html
release: australia
product: Operational Technology Manager
classification: operational-technology-manager
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configuring the Service Graph Connector for Microsoft Excel, Service Graph Connector for Microsoft Excel, Use, Operational Technology Manager, Operational Technology]
---

# Assign Pre-import OT Worksheet Entry Review roles

Assign roles to the users  or user groups so that you can manage the Service Graph Connector for Microsoft Excel staging table and ETL.

## Before you begin

Role required: admin or user\_admin

## About this task

Users with the roles that are listed in the following table can use the Operational Technology Manager application.

|Role|Description|
|----|-----------|
|OT Staging User \[ot\_staging\_user\]|Can create, edit, and view records in the staging table.|
|CMDB Inst Admin \[cmdb\_inst\_admin\]|Can view and edit ETL.|
|OT Excel Import User \[ot\_excel\_import\_user\]|Can create, edit, and view Import Tasks. This is the minimum role to perform Excel SGC imports via Import Tasks. This role contains ot\_staging\_user.|
|CMDB OT Editor \[cmdb\_ot\_editor\]|Can view and reassign Excel SGC Remediation Tasks. Needs additional ot\_staging\_user role to perform Remediation Tasks.|
|CMDB OT Admin \[cmdb\_ot\_admin\]|Can perform both Import and Remediation Tasks. This role contains both ot\_excel\_import\_user and cmdb\_ot\_editor.|

## Procedure

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

    |Task|User administration feature|
    |----|---------------------------|
    |**Assign a role to a user**|See [Assign a role to a user](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/t_AssignARoleToAUser.md).|
    |**Assign a role to a group**|See [Assign a role to a group](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/t_AssignRoleToGroup.md).|


**Parent Topic:**[Configuring the Service Graph Connector for Microsoft Excel](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/operational-technology/operational-technology-manager/configuring-service-graph-connector-for-excel.md)