Best Practices for Changing Predefined Roles in ServiceNowIssue <!-- /*NS Branding Styles*/ --> .ns-kb-css-body-editor-container { p { font-size: 12pt; font-family: Lato; color: #000000; } span { font-size: 12pt; font-family: Lato; color: #000000; } h2 { font-size: 24pt; font-family: Lato; color: black; } h3 { font-size: 18pt; font-family: Lato; color: black; } h4 { font-size: 14pt; font-family: Lato; color: black; } a { font-size: 12pt; font-family: Lato; color: #00718F; } a:hover { font-size: 12pt; color: #024F69; } a:target { font-size: 12pt; color: #032D42; } a:visited { font-size: 12pt; color: #00718f; } ul { font-size: 12pt; font-family: Lato; } li { font-size: 12pt; font-family: Lato; } img { display: ; max-width: ; width: ; height: ; } } The following guidance provides best practices for modifying predefined, out-of-the-box roles within the ServiceNow platform, with the primary focus on safely customizing user permissions while ensuring compatibility with future platform upgrades and avoiding loss of critical system functionality. Release<!-- /*NS Branding Styles*/ --> .ns-kb-css-body-editor-container { p { font-size: 12pt; font-family: Lato; color: #000000; } span { font-size: 12pt; font-family: Lato; color: #000000; } h2 { font-size: 24pt; font-family: Lato; color: black; } h3 { font-size: 18pt; font-family: Lato; color: black; } h4 { font-size: 14pt; font-family: Lato; color: black; } a { font-size: 12pt; font-family: Lato; color: #00718F; } a:hover { font-size: 12pt; color: #024F69; } a:target { font-size: 12pt; color: #032D42; } a:visited { font-size: 12pt; color: #00718f; } ul { font-size: 12pt; font-family: Lato; } li { font-size: 12pt; font-family: Lato; } img { display: ; max-width: ; width: ; height: ; } } Cause<!-- /*NS Branding Styles*/ --> .ns-kb-css-body-editor-container { p { font-size: 12pt; font-family: Lato; color: #000000; } span { font-size: 12pt; font-family: Lato; color: #000000; } h2 { font-size: 24pt; font-family: Lato; color: black; } h3 { font-size: 18pt; font-family: Lato; color: black; } h4 { font-size: 14pt; font-family: Lato; color: black; } a { font-size: 12pt; font-family: Lato; color: #00718F; } a:hover { font-size: 12pt; color: #024F69; } a:target { font-size: 12pt; color: #032D42; } a:visited { font-size: 12pt; color: #00718f; } ul { font-size: 12pt; font-family: Lato; } li { font-size: 12pt; font-family: Lato; } img { display: ; max-width: ; width: ; height: ; } } Modifying predefined roles can lead to compatibility issues during upgradesChanges to roles might result in unintended loss of functionality due to dependencies on other ServiceNow componentsInsufficient role-based access could expose critical functionality to unauthorized users Resolution<!-- /*NS Branding Styles*/ --> .ns-kb-css-body-editor-container { p { font-size: 12pt; font-family: Lato; color: #000000; } span { font-size: 12pt; font-family: Lato; color: #000000; } h2 { font-size: 24pt; font-family: Lato; color: black; } h3 { font-size: 18pt; font-family: Lato; color: black; } h4 { font-size: 14pt; font-family: Lato; color: black; } a { font-size: 12pt; font-family: Lato; color: #00718F; } a:hover { font-size: 12pt; color: #024F69; } a:target { font-size: 12pt; color: #032D42; } a:visited { font-size: 12pt; color: #00718f; } ul { font-size: 12pt; font-family: Lato; } li { font-size: 12pt; font-family: Lato; } img { display: ; max-width: ; width: ; height: ; } } Recommended Solutions Understanding Role Modification RisksAssess Dependencies: Identify dependencies and how they interact with other system components before changing predefined roles.Potential Conflicts: Evaluate potential conflicts that modifications might introduce during upgrades or when integrating with new features. Best Practices for Role Customization Create New Roles: Instead of modifying existing roles, create custom roles that inherit from the predefined ones to keep changes isolated from core functionality.Test in Sub-Production: Always implement and test role changes in a sub-production environment before applying them to the production instance to reduce risk and allow troubleshooting in a safe environment. Ensuring Compatibility with Upgrades Process: When you customize any OOB records, the corresponding data is stored in the sys_update_xml table. To ensure these records are preserved during upgrades, please set the "Replace on upgrade" attribute to "true". This will prevent the records from being skipped in future upgrades.Monitor Updates: Stay informed about upcoming ServiceNow updates and their possible impacts on role definitions and permissions.Backup Configurations: Regularly backup role configurations and associated scripts for easy restoration in case an upgrade causes issues.