<h2>ScreenMeet ServiceNow Integration Setup Guide</h2>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.<hr><h3>Access Guided Setup</h3><ol><li>Navigate to All</li><li>Search for ScreenMeet</li><li>Select Guided Setup</li><li>Click Get Started for each applicable section</li></ol><blockquote>Required StepsThe Assign User Roles and Configure ScreenMeet Service Account steps must be completed for the integration to function.</blockquote><hr><h3>1. Assign User Roles</h3>Assign the appropriate roles to users and administrators. These can be assigned directly to the user or through groups.<ul><li>Agents: Assign <code>x_prois_sm.remote_support</code> to allow session creation</li><li>Recommendation: Add <code>itil</code> role to prevent permission issues</li><li>Administrators: Assign <code>x_prois_sm.remote_support_admin</code></li><li>Session Viewers: Assign <code>x_prois_sm.sessions_user</code></li></ul><blockquote>ImportantAdministrators must also have the <code>x_prois_sm.remote_support</code> role to create ScreenMeet sessions.</blockquote><hr><h3>2. Configure ScreenMeet Service Account</h3><h4>Create User for ScreenMeet Service</h4>A dedicated service account is required for API communication.<ol><li>Create a new user (e.g., ScreenMeet Service Account)</li><li>Set a password for later use in the ScreenMeet console</li><li>Set Identity Type to Machine</li><li>Assign roles:<ul><li><code>x_prois_sm.remote_support</code></li><li><code>x_prois_sm.service_account</code></li></ul></li><li>Save the user</li><li>Record the User ID for later user</li></ol><blockquote>Best PracticeConfigure the service account password to never expire to prevent integration disruptions.</blockquote><h4>Configure OAuth Client</h4><ol><li>Navigate to Configure Authentication</li><li>Click Configure</li><li>Confirm execution of the script</li><li>Verify success message</li><li>If the script is unsuccessful you can do this step manually. A successful script is not required for the integration to work</li><li>Navigating to Application Registries</li><li>Click ScreenMeet Connect</li><li>Click the lock to view the Client Secret field and verify that is has the correct value. This can be found in the ServiceNow Guided Setup.</li><li>Click Update</li></ol><h4>Configure OAuth UserAccount Scope</h4><blockquote>OAuth Scope RequirementThe <code>useraccount</code> scope must be added to the ScreenMeet Application Registry to enable proper authentication.</blockquote><ol><li>Navigate to All</li><li>Click Application Registries</li><li>Click ScreenMeet Connect</li><li>Set Application Scope to ScreenMeet</li><li>Locate the Auth Scope related list</li><li>Add <code>useraccount</code></li><li>Save changes</li></ol><blockquote>Alternative OptionYou may set Scope Restriction to Broadly Scoped if scope modification is not feasible. Review security implications before applying.</blockquote><h4>Sign into ScreenMeet Console as an Administrator</h4><ol><li>Sign in with an account which has either the <code>admin</code> or <code>x_prois_sm.remote_support_admin</code> role assigned</li><li>Go to <a target="_new" rel="noopener" href="https://console.screenmeet.com/servicenow">https://console.screenmeet.com/servicenow</a></li><li>Select ServiceNow login</li><li>Enter your instance URL</li><li>Authenticate and accept permissions</li></ol><h4>Configure ServiceNow Integration</h4><ol><li>Navigate to Organization → Settings &amp; Policies → ServiceNow Integration</li><li>Enable Use Service Account</li><li>Enter User ID and Password</li><li>Click Save</li><li>Click Configure and Validate</li><li>After successful validation, the integration is configured and ready to use</li></ol><hr><h3>3. Configure UI (Classic and Workspace)</h3>ScreenMeet can be added to forms, related lists, and workspace components.<ul><li>Add ScreenMeet widget via Form Designer</li><li>Add ScreenMeet Sessions related list</li><li>Configure workspace sidebar component</li></ul><hr><h3>4. Extend to Other Tables</h3>ScreenMeet adds support for tables which extend from Task or Interaction by default. ScreenMeet supports custom tables through relationship and formatter configuration.<ul><li>Create relationship to ScreenMeet Sessions table</li><li>Add UI Formatter for classic UI</li><li>Apply to desired tables</li></ul><hr><h3>5. AI Summary Setup</h3>Enable AI Summary by assigning the required role.<ul><li>Add the <code>x_prois_sm.ai_summarization</code> role to the ScreenMeet Service Account</li></ul>

ServiceNow Guided Setup

Guided Setup

ScreenMeet 2025 Release Notes

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Installing ScreenMeet for Salesforce

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Android SDK Quickstart

How-to: Setup the app for Laser Pointer

How-to: Display a video stream to the end-user

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AWS S3 File Storage

Configuring ScreenMeet / Microsoft Entra ID integration

Signing into ScreenMeet console with Microsoft Entra ID (Azure AD)

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Beam Groups: Setup, Settings, and Access Management

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Configure API service

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Enabling features within the Salesforce + ScreenMeet component