Configure CRM Workspace

task brazil Updated Sep 10, 2026 1 min read configure-csm-workspace-fso-apps.md

Review the CRM Workspace available with Financial Services Operations applications to see if it meets your business needs. You can customize its components, if needed.

Before you begin

Ensure that the scope is selected for the application that you are configuring for. For more information, see Application picker.

Role required: Based on the application that you are configuring, you need the following roles:

For Financial Services Complaint Management: sn_bom_compl.admin and admin
For Financial Services Business Lifecycle: sn_bom_clo_b2b.admin and admin
For Financial Services Client Lifecycle: sn_bom_clo_b2c.admin and admin
For Financial Services Business Deposit Operations: sn_bom_deposit_b2b.admin and admin
For Financial Services Personal Deposit Operations: sn_bom_deposit_b2c.admin and admin
For Financial Services Business Loan Operations: sn_bom_loan_b2b.admin and admin
For Financial Services Personal Loan Operations: sn_bom_loan.b2c_admin and admin
For Financial Services Treasury Operations: sn_bom_treasury.admin and admin
Individual Life Claims: sn_ins_claim_indl.admin and admin
Insurance claims: sn_ins_gen_claim.admin and admin

Procedure

Configure the CRM Workspace as per your requirements.

For more information on what you can configure, see Set up CSM Configurable Workspace.

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---
title: Configure CRM Workspace
description: Review the CRM Workspace available with Financial Services Operations applications to see if it meets your business needs. You can customize its components, if needed.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/financial-services-operations/configure-csm-workspace-fso-apps.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure, Financial Services Operations \(FSO\)]
---

# Configure CRM Workspace

Review the CRM Workspace available with Financial Services Operations applications to see if it meets your business needs. You can customize its components, if needed.

## Before you begin

Ensure that the scope is selected for the application that you are configuring for. For more information, see [Application picker](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/application-development/c_ApplicationPicker.md).

Role required: Based on the application that you are configuring, you need the following roles:

-   For Financial Services Complaint Management: sn\_bom\_compl.admin and admin
-   For Financial Services Business Lifecycle: sn\_bom\_clo\_b2b.admin and admin
-   For Financial Services Client Lifecycle: sn\_bom\_clo\_b2c.admin and admin
-   For Financial Services Business Deposit Operations: sn\_bom\_deposit\_b2b.admin and admin
-   For Financial Services Personal Deposit Operations: sn\_bom\_deposit\_b2c.admin and admin
-   For Financial Services Business Loan Operations: sn\_bom\_loan\_b2b.admin and admin
-   For Financial Services Personal Loan Operations: sn\_bom\_loan.b2c\_admin and admin
-   For Financial Services Treasury Operations: sn\_bom\_treasury.admin and admin
-   Individual Life Claims: sn\_ins\_claim\_indl.admin and admin
-   Insurance claims: sn\_ins\_gen\_claim.admin and admin

## Procedure

-   Configure the CRM Workspace as per your requirements.

    For more information on what you can configure, see [Set up CSM Configurable Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/customer-service-management/csm-config-workspace-set-up.md).