---
sourceDocument: Yokohama Operational Technology Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/operational-technology

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Operational Technology Management

ft:clusterId :

    - optm

bundleId :

    - optm

workflow :

    - Technology


---

# Assign Pre-import OT Worksheet Entry Review roles

# Assign Pre-import OT Worksheet Entry Review roles {#ariaid-title1}

Release version: Yokohama  
Updated July 8, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Assign roles to the users  or user groups so that you can manage the Service Graph Connector for Microsoft Excel staging table and ETL.

## Before you begin

Role required: admin

## About this task

Users with the roles that are listed in the following table can use the Operational Technology Manager application.  
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| Role | Description |
|-|-|
| OT Staging User \[ot_staging_user\] | Can create, edit, and view records in the staging table. |
| CMDB Inst Admin \[cmdb_inst_admin\] | Can view and edit ETL. |
| OT Excel Import User \[ot_excel_import_user\] | Can create, edit, and view Import Tasks. This is the minimum role to perform Excel SGC imports via Import Tasks. This role contains ot_staging_user. |
| CMDB OT Editor \[cmdb_ot_editor\] | Can view and reassign Excel SGC Remediation Tasks. Needs additional ot_staging_user role to perform Remediation Tasks. |
| CMDB OT Admin \[cmdb_ot_admin\] | Can perform both Import and Remediation Tasks. This role contains both ot_excel_import_user and cmdb_ot_editor. |
[ ]

{#assign-pre-import-ot-worksheet-entry-review-tool-for-sgc-import-roles__table_t1h_q5y_qtb}

## Procedure

Assign roles to users and groups by using the ServiceNow AI Platform user administration feature.

| Task | User administration feature |
| Assign a role to a user | See [Assign a role to a user](https://www.servicenow.com/docs/access?context=t_AssignARoleToAUser&version=yokohama&pubname=yokohama-platform-administration&ft:locale=en-US). |
| Assign a role to a group | See [Assign a role to a group](https://www.servicenow.com/docs/access?context=t_AssignRoleToGroup&version=yokohama&pubname=yokohama-platform-administration&ft:locale=en-US). |
|-|-|

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