Customize access control for suggested steps

  • Release version: Xanadu
  • Updated August 20, 2025
  • 1 minute to read

    • Replace the default sn_esm_agent role with a custom role.

    Before you begin

    Role required: admin

    Procedure

    1. Update role permissions
      In the sys_user_role table, open your custom role and add sn_gaf.data_writer to the Contains Role related list.
    2. Update ACLs
      In the sys_security_acl table, filter for ACL names starting with gaf_suggested_steps_csm. Add your custom role to each of the four matching records.
    3. Configure skill access
      In Now Assist Admin, complete the setup for the CSM Suggested Steps Generation skill:
      • Add your custom role in the Define Access step.
      • Add the same role in the Select Display step.

    Result

    By default, the sn_esm_agent role is used. These steps allow you to configure a custom role if needed.