Updating (Editing) Partner Employee Roles in User Management
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KB0012412

Updating (Editing) Partner Employee Roles in User Management

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Audience

  • Partner Account Admin
  • Member Admin (Partner)

Overview

Use the information below to update/edit a partner user role. For example, adding or removing a Training Admin or Learning Credit Manager role.

NOTE: For images, select an image to enlarge it. Select X to close the image.

Instructions

  1. Access the User Management UI. Refer to Accessing User Management UI.

    Refer to sample image below to better understand the layout of the main User Management user interface (UI).
    NOTE: Depending on your role and company/partner status, additional widgets may display. Widgets may include Impact, Support, Learning, Partner.

    Image showing main User Management UI with overview information and ServiceNow sites.

  2. Select the Total Active Users (link) on the Learning widget. The Users List displays for Now Learning.
    IMPORTANTThe default filtered list includes all users associated with your company that have active Now Learning access roles. Use the Inactive users or Total unique users (links) to search for non-active or users in other instances, if needed.
  3. Locate the existing user to update.
    • Use the Filter By to select and Apply Filters to focus the search if needed.
    • Use the Search Users field to search for the specific user by Name or Email.

      Refer to the image below for a sample Users List in User Management UI.
      Image showing Users List in User Management UI.

  4. Use one of these methods to access the Update User Role(s) form:
    • Select Update Roles(s) from the Actions pull-down field in the row for the required user. The Update User Roles screen displays with the user's current roles.
    • Select the user's Name or Email from the user list. The user's ServiceNow Profile screen displays. 
      • Select the Update Role(s) button. The Update User Roles screen displays with the user's current roles.

        Refer to the image below for a sample Update user roles screen.
        Image showing Update User Role(s) screen for a user. Snippet shows Now Learning and Partner Portal sections with selections.

  5. Add or remove checkmarks in the fields using the table below as reference. Users can be added with any combination of Now Learning access roles. The Confirm button is accessible after you make a change to the user roles.
    NOTE: If no access role is selected for a user, the user has a status of inactive. A minimum of one active role per site is required to maintain access to each respective site.

    Form Fields for Now Learning Access Roles
    Field NameAdditional Information
    Partner User
    NOTE: Listed under Partner Portal section of User Management.
    Uses company learning credits on Now Learning.
    IMPORTANT: Training Admins and Learning Credit Managers who want to use learning credits should also be assigned to this role.
    Partner Learning Credit ManagerManages learning credits for your company on Now Learning
    Partner Training Admin
    • Manages user access and role access in User Management.
    • Manages training and learning credits for your company on Now Learning.
    NOTE: Review the Now Learning Partner Roles for detailed information to determine the type of access needed.

  6. Select the Confirm button. The message "You have successfully updated this user's access roles" displays. The user receives a notification of the access roles and any modifications via email. 
    NOTE: Search the knowledge base (KB) if an error message displays for assistance fixing any related issues.
  7. Select the Done button to return to the previous page.

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