ConfigBot Prerequisites for Supported ServiceNow Modules
ConfigBot Prerequisites for Supported ServiceNow Modules
Before executing any ConfigBot module in a ServiceNow instance, ensure that all required plugins are activated and the necessary roles are assigned to the execution account.
Missing plugins or insufficient permissions may result in:
- Incomplete automation execution
- API failures
- Inaccessible tables or records
- Record creation failures
- Inaccurate assessment or comparison results
- HR Service & Record Producer
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | Yes |
Agent Workspace for HR Case Management | sn_hr_agent_ws | Yes |
Lifecycle Events | com.sn_hr_lifecycle_events | Yes |
Lifecycle Events for Enterprise | com.sn_hr_lifecycle_ent | Yes |
Employee Document Management | com.sn_employee_document_management | Yes |
Journey Designer | sn_jny | Yes |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin OR sn_hr_core.admin | HR administration and full module access |
sn_hr_core.basic | Base HR functionality |
sn_hr_core.case_reader | View HR cases |
sn_hr_le.admin | Lifecycle Event administration |
- Notifications
Required Plugins
Plugin Name | Plugin ID | Mandatory |
Glide Notification Translation | glide.notification.translation | No (Required only for Translated Notification screen) |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | Notification administration |
sn_hr_core.case_writer OR sn_hr_le.activity_writer | Required for HRSD-related notifications |
- Lifecycle Event
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | Yes |
Agent Workspace for HR Case Management | sn_hr_agent_ws | Yes |
Lifecycle Events | com.sn_hr_lifecycle_events | Yes |
Lifecycle Events for Enterprise | com.sn_hr_lifecycle_ent | Yes |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
sn_hr_core.admin | HR administration |
sn_hr_core.basic | Base HR access |
sn_hr_core.case_reader | View HR cases |
sn_hr_le.admin | Lifecycle Event administration |
- Service Level Agreement (SLA)
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | SLA administration |
itil | View SLAs and timelines |
sla_admin OR sla_manager | SLA management |
- Groups
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | Configuration administration |
user_admin | Manage groups, memberships, and role assignments |
- Assignment Rules
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration. |
- Catalog Items
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | No (Required for Variable Set Screen) |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | Service Catalog administration |
catalog_admin | Catalog management |
catalog_editor | Catalog editing |
catalog_builder_editor | Catalog Builder management |
- Knowledge Management
Required Plugins
Plugin Name | Plugin ID | Mandatory |
Knowledge Blocks | com.snc.knowledge_blocks | No (Required for Knowledge Blocks screen) |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
knowledge_admin | Knowledge administration |
knowledge_manager | Category and content management |
knowledge | Knowledge article authoring |
- HR Criteria
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | No (Required for HR Criteria screens) |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
sn_hr_core.admin | HR Criteria administration |
admin | Full platform administration |
- Response Template
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration |
- Choices
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration |
personalize_choices | to personalize the choices for a choice list field |
- Connected Content
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration |
taxonomy_admin | required to create, edit, and assign rights for managers and contributors. |
- Survey
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | Yes (Required for for Surveys screen) |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration |
survey_admin | required to Create, design, edit, and publish surveys. |
survey_reader | required to view survey results, scores, and reports. |
- Employee Document Management
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | Yes |
Employee Document Management | com.sn_employee_document_management | Yes |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration |
sn_hr_ef.admin | required to manage document types, retention policies, security policies, and assigning roles to others |
sn_hr_ef.document_reader | required to search and read documents. |
sn_hr_ef.document_writer | required to create, modify, or upload documents directly to an employee's file. |
- Tables Management
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | Yes |
Agent Workspace for HR Case Management | sn_hr_agent_ws | Yes |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration |
personalize_form | required to edit Form Layouts and add/remove fields from a form or related list without full admin rights. |
- Groups, Roles & Security Analysis
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | No (required for COE Security Groups & COE Security Group Users screens) |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to fully configure, create, and manage COE security policies. |
sn_hr_core.admin | required specifically to manage HR data security policies and rule groupings. |
security_admin | required to o access and configure Access Control Lists (ACLs) |
- UI Policies
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to create, modify, or configure UI Policies |
- Legal Service Delivery
Required Plugins
Plugin Name | Plugin ID | Mandatory |
Legal Request Management | sn_lg_ops | Yes |
Legal Matter Management | sn_lg_matter | Yes |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration |
sn_lg_ops.legal_admin | required to activates system properties and oversees access controls within the legal functions |
sn_lg_ops.legal_config | required to access and configure core data such as practice areas, categories, and legal matter templates. |
- Workplace Lease Administration
Required Plugins
Plugin Name | Plugin ID | Mandatory |
Workplace Lease Administration | sn_wsd_la | Yes |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration |
sn_wsd_la.admin / sn_wsd_la.manager | required to configure lease contracts, define terms and conditions, upload contract documents, and manage associated costs and renewals. |
sn_wsd_case.admin | required to Create, modify, and configure workplace services topics and catalog items. |
- Workplace Space Management
Required Plugins
Plugin Name | Plugin ID | Mandatory |
Workplace Core | sn_wsd_core | Yes |
Workplace Space Management | sn_wsd_spcmgmt |
|
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration |
sn_wsd_spcmgmt.admin / sn_wsd_spcmgmt.manager | required to fully access and configure the Workplace Space Management application |
sn_wsd_core.admin | required to access and configure all spatial hierarchy levels (Regions, Sites, Campuses, Buildings, Floors, and Spaces) |
- Dependency + Risk Analysis
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to view, configure, and administer all primary platform configuration tables, including the Dictionary (sys_dictionary), System Properties (sys_properties), Client Scripts, UI Policies, Business Rules, UI Actions, Scheduled Jobs, Script Includes, Transform Maps, Notification Email Scripts, Inbound Actions, and UI Form Sections. |
sn_hr_core.admin | required to access, configure, and manage HR Criteria and HR Assignment Rules |
sla_admin | required to create, view, and modify SLA Definitions |
canvas_user / ui_builder_admin | required to access Workspace Forms and Lists (sys_ux_list) |
- Robotics – HR
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | Yes |
Agent Workspace for HR Case Management | sn_hr_agent_ws | Yes |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin / sn_hr_core.admin | required to administer all related configuration. |
sn_hr_core.basic / sn_hr_core.case_reader | required to view and interact with core HR cases based on your Access Control List (ACL) configurations. |
- Robotics – ITSM
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin / itil_admin | required to administer all related configuration. |
itil | required to open, update, close incidents, problems, and change request |
- Translations
Required Plugins
Plugin Name | Plugin ID | Mandatory |
Localization Framework Installer | glide.localization_framework.installer | Yes |
I18N: Internationalization | com.glide.i18n | Yes |
required Language plugin | I18N: “required language” | Yes |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration. |
localization_admin | required to set up and configure translation workflows. |
- Business Rules
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration. |
business_rule_admin | required to administer Business Rules without having full admin rights. |
- Robotics - Knowledge Articles
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration. |
- Update Sets
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration. |
- Journey
Required Plugins
Plugin Name | Plugin ID | Mandatory |
Journey Designer | sn_jny | Yes |
Journey Accelerator | sn_ja | Yes |
HR Core | com.sn_hr_core | Yes |
HR: Lifecycle Events for Enterprise | [com.sn_hr_lifecycle_ent | Yes |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin, sn_hr_core.admin, or sn_jny.admin | required to administer all related configuration. |
- Record Producer
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | Yes |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin / sn_hr_core.admin | required to administer all related configuration |
sn_hr_le.admin | required to configure and manage Lifecycle Event |
- Quick Message
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | Yes |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin / sn_hr_core.admin | required for full system control to create, modify, or delete any Quick Message configuration. |
email_client_quick_message_author | required to create, edit, and manage Quick Messages via the Email Client module. |
itil | required as the baseline operational role to view, select, and insert Quick Messages into emails |
- Data Scrambling
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | No (required for only HR Related table) |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin / sn_hr_core.admin | required to administer all related configuration. |
- Impact Analysis Security
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration. |
- Navigation Menu Validation
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration. |
- Data Copy and Scramble
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | No (required for only HR Related table) |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin / sn_hr_core.admin | required to administer all related configuration. |
- HR and IT Analysis
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | No (required for only HR Related table) |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to view, configure, and administer all primary platform configuration tables |
sn_hr_core.admin | required to access, configure, and manage HR Criteria, HR Assignment Rules, and HR Fulfillment Instructions. |
- Content Debugging
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration. |
- Transform Map
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration. |
- Integration Document
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration. |
- Platform Assessment Report
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | No (required for only HR Related table) |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin / sn_hr_core.admin | required to administer all related configuration. |
Platform Level Configuration: For generating platform complexity first, we must enable "Allow access to this table via web services" on sys plugin record in sys_db_object table
If still face error, enable “live feed” from controls as well.
- Cross-Instance Update Set Analysis
Required Plugins
Plugin Name | Plugin ID | Mandatory |
No additional plugin required (Out-of-Box functionality) | N/A | N/A |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin | required to administer all related configuration. |
- Group Roles Access Analysis
Required Plugins
Plugin Name | Plugin ID | Mandatory |
HR Core | com.sn_hr_core | No (required for HR Criteria Screen) |
Required Roles for ConfigBot:
Admin access is required because the bot retrieves data from restricted system tables, accesses application scope details, and manages Update Sets, all of which require elevated permissions for proper execution.
Required Roles for ServiceNow Instance:
Role | Purpose |
admin / sn_hr_core.admin | required to administer all related configuration. |
Updated on: 06/05/2026
Thank you!