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# ConfigBot for ServiceNow – Groups & Roles Access Analysis

The **Group & Roles Access Analysis** module in ConfigBot for ServiceNow provides a consolidated view of how roles and users are distributed across **ServiceNow Groups, HR Criteria, and User Criteria**.

The module analyzes access configurations to identify duplication, overlap, and excessive role distribution across the instance. It highlights: 

* **Matched Groups** – identifies multiple groups that contain the same or similar roles. 
* **Matched HR Criteria** – identifies HR Criteria records with overlapping role assignments. 
* **Matched User Criteria** – identifies User Criteria records that contain the same roles across multiple criteria. 
* **Common Group Members** – identifies users who are members of multiple groups, helping expose membership overlap. 
* **Role by Group Count** – shows how widely each role is distributed across groups. For example, if a role is assigned to five different groups, its group count is displayed as **5**. 

This analysis gives administrators a clearer picture of role reuse, duplicated access structures, and overlapping memberships, making it easier to review and rationalize ServiceNow access configurations. 

The following article explains how to use the  **Group & Roles Access Analysis** module in ConfigBot to perform different operations.   

### Step 1: Login to ConfigBot 

Enter your username and password on the login page, then click Submit to access your ConfigBot portal. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_cgthna.png)

### **Step 2: Access the** **HR Criteria Module**

From the ConfigBot dashboard, navigate to the Employee Workflows, and click HR Criteria module tile to open it. 

**Note:** Group & Roles Access Analysis module does not directly support workbook configuration. It uses child iterations generated from the HR Criteria and Group, Roles & Security Analysis, in this case I am using HR Criteria module iteration you can choose module according to your need, so first create iterations in the respective module to Generate Analysis in Group & Role Access Analysis.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_ajoq4c.png)

### **Step 3: Create a New Iteration**

Click the Add New Iteration button

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1objjg2.png)
* Enter the Iteration Number 
* Select the Workspace or ADD NEW Workspace 
* Enter Host Address 
* Choose the Instance Type 
* Enter your Company ID and Username 
* Add a Short Description 
* Then click Submit to create the iteration 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_18u23tc.png)fter filling in all details, click Submit to create your iteration. 

### Step 4: Generate Workbook (Initial Execution)

Once the iteration is created, click on the Hamburger Menu and select Generate Workbook. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1n6stm0.png)
In the pop-up window: 

* Enter your ServiceNow password 
* Add any execution notes (optional) 
* Select All (to only backfill the data) 
* Click Confirm and Start to process execution

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_o72vzu.png)
This step backfills the workbook with all the data that you needed.

**Note**: Follow the Step 3 to 4 to Generate workbook in Group, Roles and Security Analysis because we have 3 screens in the Group & Roles Access Analysis module which uses workbook from Group, Roles and Security Analysis module to generate its analysis.

Navigate to the desired sheet (HR Criteria, HR Conditions, or User Criteria).

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1iquw8h.png)
Above you can see the HR Criteria sheet, successfully backfilled all the data from the instance.

### **Step 5:** **Access the Group & Role Access Analysis Module**

From the ConfigBot dashboard, navigate to the Impact Analysis, and click on Group & Roles Access Analysis to open it. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_13bqj1m.png)
### **Step 6: Create a New Iteration**

Click the Add New Iteration button

* Enter the Iteration Number 
* Select the Workspace or ADD NEW Workspace
* Add a Short Description 
* Then click Submit to create the iteration. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_tex8h7.png)fter filling in all details, click Submit to create your iteration. 

### Step 7: Configure the Workbook

Once the iteration is created, click on the sheet icon to open it. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_3g1sgn.png)
Click on the Config Sheet to open Config Sheet.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1qh4gc4.png)

Here you can Configure your color formatting as per its respective percentage.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_xtqsl1.png)
Here You Can Configure data as shown in the above picture.

* In Row 4 – As I Configure value that filled if that’s Equal to 50% that cell going to filled with teal color.
* In Row 5 – As I Configure value that filled if that’s Less Than to 50% that cell going to filled with red color.
* In Row 6 – As I Configure value that filled if that’s Greater Than to 50% that cell going to filled with green color.

### **Step 8: Generate Analysis** 

Once your configuration data is set:

* Return to your iteration in ConfigBot. 
* Click on the Hamburger Menu and select Generate Analysis.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_1clwqf4.png)
In the pop-up window:

* Select the option you want to Generate Analysis for.
* Select the Iteration you created for your purpose. Here I created Iteration in HR Criteria, so I am going to generated Analysis on Matched HR Criteria.
* Add Execution Notes.
* Click Confirm and Start to execute.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_uolgxw.png)

### **Step 8:** **Monitor** **The Progress**

You can click the information (i) icon on your iteration to monitor the processing status in real time and logs.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_fd61us.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_5dz42r.png)

Once the execution Complete, proceed to review your results. 

![](https://storage.crisp.chat/users/helpdesk/website/-/4/3/b/7/43b7e9fbd033000/image_wmlkok.png)

Open the workbook and select your respective sheet for which you generate the analysis, here you can see the columns become Green, Red and Teal. 

* Column with Green highlighted cells shows that the HR Criteria matches each other more than 50% like I configure before. 
* Column with Red highlighted cells shows that the HR Criteria matches each other less than 50%. 
* Column with Teal highlighted cells shows that the HR Criteria that matches each other is equal to 50%. 

See, instead of manually verifying by navigating to each record, ConfigBot’s Group & Roles Access Analysis module automate the entire process, providing comprehensive structured sheet where we can verify bulk of records in a single execution.

Thank you!