Guided Setup

ScreenMeet ServiceNow Integration Setup Guide

Introduction

This guide provides step-by-step instructions for configuring the ScreenMeet application within ServiceNow. It is intended for system administrators responsible for deployment, authentication, and user enablement.

Overview

The Guided Setup in ServiceNow simplifies the configuration process by organizing required and optional tasks. Administrators must complete role assignment and service account configuration to enable core functionality.

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.

Assign User Roles

Assign the appropriate roles to users and administrators.

• 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.

Configure ScreenMeet Service Account

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

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

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 → Application Registries

2. Open ScreenMeet Connect

3. Set Application Scope to ScreenMeet

4. Locate the Auth Scope related list

5. Add useraccount

6. Save changes

Alternative Option

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

Sign in to ScreenMeet Console

1. Go to https://console.screenmeet.com/servicenow

2. Select ServiceNow login

3. Enter instance URL

4. Authenticate and accept permissions

Configure Service Account in ScreenMeet

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

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

Extend to Other Tables

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

AI Summary Setup

Enable AI Summary by assigning the required role.

• Add x_prois_sm.ai_summarization to the service account

Conclusion

Following this guide ensures a complete and functional ScreenMeet integration with ServiceNow, including authentication, user access, and optional enhancements.