Key Roles and Their Capabilities

• Any role: Can create dashboards, share dashboards or visualizations they own or have been shared with them (if sharing rights are granted), edit dashboards they created or that are shared with them with editing rights, duplicate, export, bookmark, and delete dashboards they own, and configure dashboard details and settings for dashboards they own or have editing rights on.
• dashboardadmin: Can configure, edit, delete, and share any dashboard regardless of ownership or sharing rights. Also required for certain configuration tasks and full administrative control over dashboards.
• snprocessoptimizationanalyst: Required for tasks integrating dashboards with Process Mining capabilities.
• analyticscategoriesadmin: Allows creating, editing, and deleting dashboard categories.
• vizadmin or higher: Enables sharing any data visualization on the instance, with control over passing sharing and editing rights.
• parscheduler and parscheduleradmin: Required for scheduling dashboard exports, with parscheduleradmin having broader scheduling privileges.
• uibuilderadmin: Required to edit technical dashboards.
• Roles with read access to the Roles [sysuserrole] table: Required to share dashboards with roles.

Practical Implications for ServiceNow Customers

• Users can collaborate effectively by sharing dashboards and visualizations, passing on sharing and editing rights as needed.
• Administrators with the dashboardadmin role have comprehensive control over all dashboards, which is essential for governance and configuration tasks.
• Specialized roles are required for integration with Process Mining and for managing dashboard categories, ensuring appropriate segregation of duties.
• Scheduling exports and managing technical dashboards require specific roles, supporting operational automation and technical customization.
• Role-based sharing enables secure and flexible collaboration, allowing users to share dashboards with individuals, groups, or roles with controlled access levels.