Assign roles for Service Portfolio Management integration
task brazil Updated Sep 10, 2026 1 min read assign-roles-spm-csm.md
Assign the required roles to customer service managers based on the roles and responsibilities in your organization.
Before you begin
Role required: admin
Instead of doing the configuration through this procedure, consider using guided setup. For more information, see Integrate with Service Portfolio Management using Guided Setup.
Procedure
-
Assign the service_editor role to customer service managers if they need to update any service offerings they own.
-
Assign the portfolio_admin role to customer service managers if they need to associate service offerings to a product model.
30 lines · 1.3 KB
--- title: Assign roles for Service Portfolio Management integration description: Assign the required roles to customer service managers based on the roles and responsibilities in your organization. locale: en-US canonical_url: https://www.servicenow.com/docs/r/customer-service-management/assign-roles-spm-csm.html release: brazil topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Integrating with Service Portfolio Management, Integrate, Customer Service Management] --- # Assign roles for Service Portfolio Management integration Assign the required roles to customer service managers based on the roles and responsibilities in your organization. ## Before you begin Role required: admin Instead of doing the configuration through this procedure, consider using guided setup. For more information, see [Integrate with Service Portfolio Management using Guided Setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/spm-csm-integration.md). ## Procedure 1. Assign the service\_editor role to customer service managers if they need to update any service offerings they own. 2. Assign the portfolio\_admin role to customer service managers if they need to associate service offerings to a product model.
| title | Assign roles for Service Portfolio Management integration |
| description | Assign the required roles to customer service managers based on the roles and responsibilities in your organization. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/customer-service-management/assign-roles-spm-csm.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Integrating with Service Portfolio ManagementIntegrateCustomer Service Management |