---
sourceDocument: Yokohama Account Lifecycle Events
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/acct-lifecycle-events

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Account Lifecycle Events

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Account onboarding users and roles

# Account onboarding users and roles {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
An overview of the tasks that can be performed by the different Account Lifecycle Events users and their required roles and user criteria.
{#account-lifecycle-user-personas__table_jyh_5hb_2yb__entry__3}

| Users | Description | Roles |
|-|-|-|
| Onboarding manager | Responsible for the end-to-end workflow from onboarding customer until account go-live. | sn_acct_lc.agent |
| Foundational data analyst | Subject matter expert who ensures that the data being imported in the correct format and meets the quality standards required for publishing. | sn_acct_lc.agent |
| ServiceNow admin/developer | Responsible for configuring playbook, case type, emails, transform maps, and other necessary components. | admin |
| Onboarding point of contact (customer) | Primary customer contact responsible for managing the customer team involved in the onboarding process. | sn_customerservice.customer_admin |
| ServiceNow admin/developer (customer) | Responsible for the managing customer's ServiceNow instance and setting up the Service Exchange application. | sn_customerservice.customer_manager |
| Foundational Data SME (Subject matter expert) | Responsible for providing necessary information like contact information, and locations. Ensures that the data meets the format required by the provider organization. | sn_customerservice.customer |
[Table 1. Users and roles]

{#account-lifecycle-user-personas__table_jyh_5hb_2yb}