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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Components installed with the CRM Outlook Add-in

User roles are installed with activation of the CRM Outlook Add-in plugin.

Roles installed

Role title \[name\]DescriptionContains 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