What is (are) best practice(s) regarding users/groups/roles? Choose 2 answers
You should never assign roles to groups.
You should assign roles to users.
You should assign roles to groups
You should add users to groups
InServiceNow, the best practice for managingusers, groups, and rolesis based onrole-based access control (RBAC).
Assign Roles to Groups (Correct)
Instead of assigning roles directly to users, it is abest practice to assign roles to groups.
This ensuresbetter role management, easier administration, and scalability.
Example:
The"IT Support"group has the"itil"role.
All users in this group automatically get theitilrole.
Add Users to Groups (Correct)
Users should be assigned togroupsrather thanroles directly.
Groups inherit roles, so when a user is added to a group, they automatically receivethe appropriate access.
Example:
A new Service Desk agent joins the"Service Desk"group and immediately gets the associated roles (itil,incident_manager, etc.).
A. You should never assign roles to groups(Incorrect)
Incorrect: Assigning roles to groups is therecommended best practice.
Managing roles at thegroup levelmakesaccess control more efficient and scalable.
B. You should assign roles to users(Incorrect)
Incorrect: Assigning roles directly to users isnot a best practicebecause it becomes difficult to manage as the organization grows.
Instead, users should beadded to groupsthat have the necessary roles.
Best Practices for Users, Groups, and Roles:Why Other Options Are Incorrect?
Managing Users, Groups, and Roles
ServiceNow Best Practices for Roles & Groups
Role-Based Access Control (RBAC)
User Administration
References from ServiceNow CSA Documentation:
What are the 5 provided Roles by ServiceNow?
System Administrator: The admin role provides access to all platform features, applications, functions and data.
Specialized Administrator: Specialized administrator roles manage specific functions or applications, such as Assignment Rules, Knowledge base, reports, or web services
Fulfiller: Users with the ITIL role may fulfill ITIL activities associated with the ITIL workflow, including Incident and Change management.
Approver: Users with the Approver user role can perform all requester actions and may view or modify approval records directed to the approver
Requester: Also known as Employee Self Service (ESS) users, these users have no roles but can submit and manage their own requests, access public pages, etc.
ServiceNow providesfive primary rolesthat define access and permissions within the platform. These roles help structure user responsibilities and ensure that users only have access to the necessary functions.
Thehighest level of accessin ServiceNow.
Can manage all platform features, applications, data, and configurations.
Has control overusers, security settings, system properties, and scripting capabilities.
Example: A ServiceNow admin configuring new workflows, modifying tables, or setting up instance-wide settings.
Manages specific applications or functionalities within ServiceNow.
Includes roles such as:
knowledge_admin(Manages Knowledge Base)
report_admin(Manages Reports)
catalog_admin(Manages Service Catalog)
Example: A Knowledge Base Administrator controlling access to articles and updating knowledge categories.
Users with theITIL rolewho perform IT Service Management (ITSM) tasks.
Cancreate, update, and resolve recordssuch as incidents, problems, changes, and requests.
Example: A service desk agent handling incidents and requests.
Users with theApprover rolecanapprove or reject requests, such as change requests or access requests.
Can view or modify approval records directed to them but cannot fulfill other ITIL tasks.
Example: A manager approving a new software installation request.
Basic userswith no assigned roles.
Cansubmit requests, view their own tickets, and access public pages(e.g., Knowledge Base, Catalog).
Example: An employee submitting a request for laptop repair via the ServiceNow portal.
1. System Administrator (admin)2. Specialized Administrator3. Fulfiller (ITIL Role)4. Approver5. Requester (Employee Self-Service - ESS)
These roles form thefoundation of role-based access control (RBAC)in ServiceNow.
They ensure that usersonly access the data and functions relevant to their job responsibilities.
Additional roles can be assigned based on business needs, but these five cover the core platform functionalities.
Why These Are the Provided Roles in ServiceNow:
ServiceNow Documentation:User Roles in ServiceNow
CSA Exam Guide:CoversSystem Administrator, Specialized Administrator, Fulfiller, Approver, and Requesteras the standard user roles.
Reference from CSA Documentation:Thus, the correct answer is:
A. System Administrator, B. Specialized Administrator, C. Fulfiller, D. Approver, E. Requester
What is the path an Administrator could take to view the fulfillment stage task list for an order placed by a user?
RITM (Number)>REQ (Number)>PROCUREMENT (Number)
REQ (Number)>RITM (Number)>PROCUREMENT (Number)
REQ (Number)>RITM (Number)>TASK (Number)
FULFILLMENT (Number)>RITM (Number)>TASK (Number)
ServiceNow uses a hierarchical structure to manageService Catalog requests:
REQ (Request Record)
TheRequest (REQ#)is theparent recordthat represents the entire service request submitted by a user.
It groups all requested items and their associated tasks.
Found in thesc_requesttable.
RITM (Requested Item Record)
TheRequested Item (RITM#)is the specificcatalog itemordered by the user within a request.
A singleREQcan have multipleRITMsif the user ordered multiple items in a single request.
Found in thesc_req_itemtable.
TASK (Catalog Task Record)
TheTask (TASK#)is the individual fulfillment action required to complete the requested item.
A singleRITMcan have multipletasks, each assigned to different fulfillment teams.
Found in thesc_tasktable.
Why Answer "C" is Correct:✔️REQ (Number) > RITM (Number) > TASK (Number)
This is thecorrect pathbecause it follows theServiceNow fulfillment structure:
REQ (Request)– Tracks the entire request.
RITM (Requested Item)– Tracks individual items within the request.
TASK (Catalog Task)– Tracks the specific tasks needed to complete the requested item.
This path allows an administrator to drill down from the overallRequest (REQ#)to individualRequested Items (RITM#)and finally to theTasks (TASK#)assigned to fulfill those items.
Why the Other Answers Are Incorrect:A. RITM (Number) > REQ (Number) > PROCUREMENT (Number)
Incorrectbecause theREQ# (Request) comes firstbefore the RITM# (Requested Item).
Also,PROCUREMENT#is not always part of the fulfillment flow unless the item requires procurement (e.g., purchasing hardware).
B. REQ (Number) > RITM (Number) > PROCUREMENT (Number)
Incorrectbecausenot all requests involve procurement.
The last step should beTASK (sc_task), notPROCUREMENTunless it's a procurement-related request.
D. FULFILLMENT (Number) > RITM (Number) > TASK (Number)
Incorrectbecause"FULFILLMENT" is not a standard record typein ServiceNow.
The correct hierarchy starts withREQ# (sc_request), not "FULFILLMENT."
ServiceNow CSA Study Guide – Service Catalog & Request Fulfillment
ServiceNow Docs: Request Fulfillment Process(ServiceNow Documentation)
ServiceNow Tables & Data Model (sc_request, sc_req_item, sc_task)
References from the Certified System Administrator (CSA) Documentation:
Which are states that you can make a field on a form using UI Policy?
read-only
write-only
Necessary
Mandatory
Empty
Hidden
InServiceNow,UI Policiesallow administrators todynamically control form fieldsbased on conditions without using scripts. With UI Policies, you can change thebehaviorof a field by making it:
Read-only→ The user canviewthe field butcannot edit it.
Mandatory→ The field becomesrequired, and the usermustfill it out before submitting the form.
Hidden→ The field isremoved from visibilityon the form.
Explanation of Each Option:A. Read-only–Correct
A UI Policy can make a fieldread-only, meaning users canseethe field butcannot modifyits value.
Example: A field likeRequest Number (REQ0001)is typicallyread-onlyafter submission.
B. Write-only–Incorrect
ServiceNowdoes nothave a "write-only" field setting in UI Policies.
If a field iseditable, users canboth read and write; if it’s hidden or read-only, writing is not possible.
C. Necessary–Incorrect
There isno "Necessary"field state in ServiceNow UI Policies.
If the intent is to make a field required, the correct term is"Mandatory".
D. Mandatory–Correct
UI Policies can make a fieldmandatory, requiring the user toenter a valuebefore submitting the form.
Example: AnIncident Descriptionfield might be mandatory before an incident is submitted.
E. Empty–Incorrect
UI Policiescannot directly enforce an "empty" state. However, adefault valuecould be cleared using aclient script, but this isnot a UI Policy feature.
F. Hidden–Correct
UI Policies canhide a field, making it invisible on the form.
Example: A"Manager Approval"field may be hiddenuntila certain condition (e.g., request cost > $1000) is met.
Final Answer:Read-only
Mandatory
Hidden
ServiceNow Docs – UI Policies and UI Policy
ServiceNow Learning – Form Configuration & UI Policies
ServiceNow Developer Portal – Controlling Form Behavior with UI Policies
References from Certified System Administrator (CSA) Documentation:
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