---
title: Assign roles for Service Portfolio Management integration
description: Assign the required roles to customer service managers based on the roles and responsibilities in your organization.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/customer-service-management/assign-roles-spm-csm.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Integrating with Service Portfolio Management, Integrate, Customer Service Management]
---

# Assign roles for Service Portfolio Management integration

Assign the required roles to customer service managers based on the roles and responsibilities in your organization.

## Before you begin

Role required: admin

Instead of doing the configuration through this procedure, consider using guided setup. For more information, see [Integrate with Service Portfolio Management using Guided Setup](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/customer-service-management/spm-csm-integration.md).

## Procedure

1.  Assign the service\_editor role to customer service managers if they need to update any service offerings they own.

2.  Assign the portfolio\_admin role to customer service managers if they need to associate service offerings to a product model.