Grant Field Service for Audit roles

task australia Updated Nov 6, 2026 1 min read fsm-audit-t-grant-roles.md
Raw file servicenow.com

The Audit Admin assigns a Field Service for Audit role to a person or group to enable them to create, view, update, or delete audit tasks.

Before you begin

The Audit Admin performing this task must have role-management access on the ServiceNow instance. Field Service for Audit must be installed.

Identify the correct role before proceeding:

Assign this role To
sn_fsm_audit.author A workflow or integration that creates audit tasks only.
sn_fsm_audit.auditor An auditor or compliance reviewer who reads and updates tasks.
sn_fsm_audit.audit_admin A privileged administrator who manages the full task lifecycle.

Note: An Author who also needs to work on existing tasks must receive sn_fsm_audit.auditor in addition to sn_fsm_audit.author.

Role required: sn_fsm_audit.author, sn_fsm_audit.auditor, or sn_fsm_audit.audit_admin.

Procedure

  1. Navigate to User Administration > Users to assign a role to an individual, or User Administration > Groups to assign a role to a group.

  2. Open the person or group record.

  3. In the Roles related list, click Edit.

  4. Search for and select the audit role.

  5. Move the role to the Roles List column, then click Save.

Result

The Auditor, Audit Admin, or Author can perform operations allowed by the assigned role. Changes take effect at the recipient's next login.

Related topics

Field Service for Audit

Components installed with Field Service for Audit

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