# Guided Setup

- Updated on May 29, 2026  
- Published on Dec 23, 2020

- 2 minute(s) read

## ScreenMeet ServiceNow Integration Setup Guide

This guide walks system administrators through configuring the ScreenMeet application in ServiceNow after it has been installed in your ServiceNow instance.

The ServiceNow Guided Setup streamlines the process by organizing required and optional tasks in one place. To enable core functionality, administrators must complete role assignment and service account configuration.

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### Access Guided Setup

1. Navigate to **All**  
2. Search for **ScreenMeet**  
3. Select **Guided Setup**  
4. Click **Get Started** for each applicable section

> Required Steps  
> The **Assign User Roles** and **Configure ScreenMeet Service Account** steps must be completed for the integration to function.

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### 1. Assign User Roles

Assign the appropriate roles to users and administrators. These can be assigned directly to the user or through groups.

- **Agents:** Assign `x_prois_sm.remote_support` to allow session creation
- **Recommendation:** Add `itil` role to prevent permission issues
- **Administrators:** Assign `x_prois_sm.remote_support_admin`
- **Session Viewers:** Assign `x_prois_sm.sessions_user`

> Important  
> Administrators must also have the `x_prois_sm.remote_support` role to create ScreenMeet sessions.

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### 2. Configure ScreenMeet Service Account

#### Create User for ScreenMeet Service

A dedicated service account is required for API communication.

1. Create a new user (e.g., _ScreenMeet Service Account_)
2. Set a password for later use in the ScreenMeet console
3. Set **Identity Type** to **Machine**
4. Assign roles:
   - `x_prois_sm.remote_support`
   - `x_prois_sm.service_account`
5. Save the user
6. Record the **User ID** for later use

> Best Practice  
> Configure the service account password to never expire to prevent integration disruptions.

#### Configure OAuth Client

1. Navigate to **Configure Authentication**
2. Click **Configure**
3. Confirm execution of the script
4. Verify success message
5. If the script is unsuccessful you can do this step manually. A successful script is not required for the integration to work.
6. Navigate to **Application Registries**
7. Click **ScreenMeet Connect**
8. Click the lock to view the **Client Secret** field and verify that it has the correct value. This can be found in the ServiceNow Guided Setup.
9. Click **Update**

#### Configure OAuth UserAccount Scope

> OAuth Scope Requirement  
> The `useraccount` scope must be added to the ScreenMeet Application Registry to enable proper authentication.

1. Navigate to **All**
2. Click **Application Registries**
3. Click **ScreenMeet Connect**
4. Set Application Scope to **ScreenMeet**
5. Locate the **Auth Scope** related list
6. Add `useraccount`
7. Save changes

> Alternative Option  
> You may set **Scope Restriction** to **Broadly Scoped** if scope modification is not feasible. Review security implications before applying.

#### Sign into ScreenMeet Console as an Administrator

1. Sign in with an account which has either the `admin` or `x_prois_sm.remote_support_admin` role assigned
2. Go to [https://console.screenmeet.com/servicenow](https://console.screenmeet.com/servicenow)
3. Select **ServiceNow** login
4. Enter your instance URL
5. Authenticate and accept permissions

#### Configure ServiceNow Integration

1. Navigate to **Organization → Settings & Policies → ServiceNow Integration**
2. Enable **Use Service Account**
3. Enter User ID and Password
4. Click **Save**
5. Click **Configure and Validate**
6. After successful validation, the integration is configured and ready to use

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### 3. Configure UI (Classic and Workspace)

ScreenMeet can be added to forms, related lists, and workspace components.

- Add ScreenMeet widget via Form Designer
- Add ScreenMeet Sessions related list
- Configure workspace sidebar component

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### 4. Extend to Other Tables

ScreenMeet adds support for tables that extend from Task or Interaction by default. ScreenMeet supports custom tables through relationship and formatter configuration.

- Create relationship to ScreenMeet Sessions table
- Add UI Formatter for classic UI
- Apply to desired tables

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### 5. AI Summary Setup

Enable AI Summary by assigning the required role.

- Add the `x_prois_sm.ai_summarization` role to the ScreenMeet Service Account