Roles required for Field Service Guided Setup

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

Table 1. Foundation Data

Step	Role required
Define Locations	import_admin
Create Users	user_admin
Create Groups	user_admin
Assign Group Roles	user_admin

Table 2. Products, Assets, and Inventory

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

Table 3. Work Configurations

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

Table 4. Field Service Process

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

Table 5. Field Service Workflow

Step	Role required
State Flows	wm_admin
UI Actions	ui_action_admin
Questionnaires	wm_admin
Time Recording	wm_admin
Contextual Search	wm_admin

Table 6. Planned Maintenance

Step	Role required
Create Maintenance Plans	wm_admin
Create Maintenance Schedules	wm_admin

Table 7. Google Maps

Step	Role required
Input Google Maps API Key	wm_admin
Enable Google Maps API Travel Time	wm_admin

Table 8. Contractor Management

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