---
title: Configure CRM Workspace
description: Review the CRM Workspace available with Financial Services Operations applications to see if it meets your business needs. You can customize its components, if needed.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/configure-csm-workspace-fso-apps.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Configure, Financial Services Operations \(FSO\)]
---

# Configure CRM Workspace

Review the CRM Workspace available with Financial Services Operations applications to see if it meets your business needs. You can customize its components, if needed.

## Before you begin

Ensure that the scope is selected for the application that you are configuring for. For more information, see [Application picker](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/application-development/c_ApplicationPicker.md).

Role required: Based on the application that you are configuring, you need the following roles:

-   For Financial Services Complaint Management: sn\_bom\_compl.admin and admin
-   For Financial Services Business Lifecycle: sn\_bom\_clo\_b2b.admin and admin
-   For Financial Services Client Lifecycle: sn\_bom\_clo\_b2c.admin and admin
-   For Financial Services Business Deposit Operations: sn\_bom\_deposit\_b2b.admin and admin
-   For Financial Services Personal Deposit Operations: sn\_bom\_deposit\_b2c.admin and admin
-   For Financial Services Business Loan Operations: sn\_bom\_loan\_b2b.admin and admin
-   For Financial Services Personal Loan Operations: sn\_bom\_loan.b2c\_admin and admin
-   For Financial Services Treasury Operations: sn\_bom\_treasury.admin and admin
-   Individual Life Claims: sn\_ins\_claim\_indl.admin and admin
-   Insurance claims: sn\_ins\_gen\_claim.admin and admin

## Procedure

-   Configure the CRM Workspace as per your requirements.

    For more information on what you can configure, see Set up CSM Configurable Workspace.