Roles required for Field Service Guided Setup

Different roles are required to perform various steps in Field Service Guided Setup.

Step Role required Define Locations import_admin Create Users user_admin Create Groups user_admin Assign Group Roles user_admin Step Role required Define Model Categories sn_cmdb_admin Create Product Models sn_cmdb_admin Create Stockrooms wm_admin Create Stock Rules wm_admin Create Assets wm_admin Step Role required Create Work Order Task Types personalize_dictionary Set Up View Rules delegated_developer Set Up UI Policies ui_policy_admin Set Up Client Scripts client_script_admin Set Up Business Rules business_rule_admin Set Up UI Actions ui_action_admin Set Up Process Flow Formatter workflow_admin Set Up Roles user_admin Set Up ACLs wm_admin Set Up Work Categories wm_admin Set Up Work Types wm_admin Setup Field Service Management Configuration wm_admin Set Up Work Configuration wm_admin Step Role required Configure Field Service Management wm_admin Work Order Templates wm_admin Scheduling and Dispatch wm_admin Define SLAs wm_admin Self-Service Appointment Booking wm_admin Step Role required State Flows wm_admin UI Actions ui_action_admin Questionnaires wm_admin Time Recording wm_admin Contextual Search wm_admin Step Role required Create Maintenance Plans wm_admin Create Maintenance Schedules wm_admin Step Role required Input Google Maps API Key wm_admin Enable Google Maps API Travel Time wm_admin Step Role required Onboard Contractor Company admin Onboard External Manager user_admin Create Group user_admin Configure Group selection criteria user_admin Onboard External Agent user_admin

Parent Topic:Field Service Management reference