User management

concept brazil Updated Sep 10, 2026 2 min read user-management.md
Raw file servicenow.com

Configure the internal and external users for Customer Service Management to provide the correct access to features, capabilities, and case data. Create relationships that facilitate case management and fulfill support roles for specific accounts.

Task

Description

Configure users and groups

Configure the individual users and the user groups who can access your instance.

Assign roles to CSM users

Assign roles to individual users and user groups to control access to features, capabilities, and data.

Create multiple consumer profiles for a user

Individual consumers can have multiple profiles for different needs. You can create these profiles to identify and differentiate profile-specific data.

Configure a unified user

Enable users to maintain multiple profiles within the Customer Service Management (CSM) application and other ServiceNow applications with one login.

Create customer relationships

Establish different types of relationships between partners, customers, and contacts, to make case and account management easy and flexible:- Bi-directional account relationships

  • Contact relationships
  • Account hierarchies

Create account teams

Create teams made up of employees and customer contacts who fulfill the roles and functions to support specific accounts.

Configure contributor users

Configure contributor users to engage middle office teams in resolving customer issues and requests.

Configuring customer access management

Configure customer access management to support multiple contacts and consumers on cases and sold products, providing them with varying levels of access to the case.

Fix external user role assignments

Fix the issue with external users assigned with internal user roles.

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