Schedule Optimization integration user access requirements
Describes the access requirements for the shared integration user account used by Schedule Optimization.
User access requirements
Schedule Optimization uses a dedicated service account sharedservice.worker to execute database queries during optimization. This account does not have admin access. Read access for all OOTB fields
on the work order task table is already granted to this account. However, if a Task Filter references a custom field, a custom table, or a table other than the default work order task table to submit work orders, you must grant the
sharedservice.worker account the admin role. If the role is not granted, affected tasks may be skipped during optimization, which can cause double booking or incorrect assignments.
To add the role, navigate to , search by User ID for sharedservice.worker, and open the record. In the Roles related list, select Edit to add the roles required
to grant read access to the fields and tables referenced in your task filter.