Account Lifecycle Events users and roles

An overview of the tasks that can be performed by the different Account Lifecycle Events users and their required roles and user criteria.

Table 1. Users and roles Users Description Roles Onboarding manager Responsible for the end-to-end workflow from onboarding customer until account go-live. sn_acct_lc.agent Foundational data analyst Subject matter expert who ensures that the data being imported in the correct format and meets the quality standards required for publishing. sn_acct_lc.agent ServiceNow admin/developer Responsible for configuring playbook, case type, emails, transform maps, and other necessary components. sn_acct_lc.agent Onboarding point of contact (customer) Primary customer contact responsible for managing the customer team involved in the onboarding process. sn_customerservice.customer ServiceNow admin/developer (customer) Responsible for the managing customer's ServiceNow instance and setting up the Service Bridge application. sn_customerservice.customer_admin Foundational Data SME (Subject matter expert) Responsible for providing necessary information like contact information, and locations. Ensures that the data meets the format required by the provider organization. sn_customerservice.customer_manager