Components installed with the CRM Outlook Add-in

reference brazil Updated Sep 10, 2026 1 min read components-installed-crm-outlook-add-in.md
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User roles are installed with activation of the CRM Outlook Add-in plugin.

Roles installed

Role title [name]

Description

Contains roles

CRM Outlook Add-in admin

[sn_crm_outlook.crm_outlook_admin]

Granular administrative permission for configuring and managing data related to the CRM Outlook Add-in.

  • ais_admin
  • sn_crm_outlook.crm_outlook_user
  • sn_nb_action.next_best_action_author
  • sn_outlook_addin.outlook_addin_setup

CRM Outlook Add-in user

[sn_crm_outlook.crm_outlook_user]

Associates emails to existing or new CRM entities using the ServiceNow CRM for Outlook add-in.

  • workspace_user
  • sn_nb_action.next_best_action_user
**Parent Topic:**[Activity Management reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/order-management/activity-management-reference.md)
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