Field Service Management - territory planning console

[lars7]

Hi

I am working for a customer who would like to set up territories for their Field Service Management.

However when I try to enter the "Territory Planning Console" I get this message:

I can't figure out what I have to do to get access. I have admin/security admin role in the instance so I don't know what else I would need. Maybe I just missed something.. 

[Dr Atul G- LNG · Accepted solution]

Hi @lars7 

Might be you are missing the requried role to configure this. Please provide ahat role or check the ACL.

[Maryna K]

Hi everyone,

If this information is still useful to someone:

To access the Territory Planning Console, ensure that your user has the sn_fsm_tp.fsm_territory_read role. This role allows you to view the Console.

If you also need to create territories, make sure your user has the sn_fsm_tp.fsm_territory_planner role.

For more details, see the official documentation:

• Managing territories and agents from Territory Planning console

• Draw territory geography

If you found this helpful, please mark it as such.

[Maryna K]

*This rolles included in wm_read and wm_admin rolles.