---
schema_version: "1"
id: 24f92765bc81c895376682def5f3f9847884c456ad53298193059e7f6b492b44
title: Configure Who Can Be a Service Resource
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_manage_perms.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_manage_perms.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d7aadb7bbea915bcfd0098ad7a392072f4ab068cd980c6082b1fe53c6f14910f
description: Service resources are individual users in your org who can attend appointments with clients. Before you can create service resources, create or identify users who you want to be available as service resources. Then, assign them the Salesforce Scheduler permission set license via a permission set to make them available for appointments.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Configure Who Can Be a Service Resource

Service resources are individual users in your org who can attend appointments with clients. Before you can create service resources, create or identify users who you want to be available as service resources. Then, assign them the Salesforce Scheduler permission set license via a permission set to make them available for appointments.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d27507e66">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27507e66 ">To create a permission set:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27507e66 ">Manage Profiles and Permission Sets</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27507e66 ">To assign a permission set license:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27507e66 ">Manage Users</td>

          </tr>
        </tbody>
      </table>

1. Create a permission set with the Salesforce Scheduler permission set license.
    1. From Setup, in the Quick Find box, enter Permission Sets, and then select **Permission Sets**.
        
        ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_tip.png)
        
        Tip You can use the Salesforce Scheduler Setup Assistant tool to quickly open the Permission Sets page in Setup. On the Salesforce Scheduler Setup Assistant tab, under Get Started with Salesforce Scheduler, click **Set Up Permissions**.
    2. Click **New**.
    3. Enter a label, API name, and description for your permission set. To keep it simple, use Salesforce Scheduler Resource.
    4. In the License list, select **Salesforce Scheduler**, and click **Save**.
    5. On the permission set overview page, under System, click **System Permissions**.
    6. Click **Edit**.
    7. Enable the **Let a user be included in appointments in Salesforce Scheduler** permission.
    8. Click **Save**.
2. Assign the Salesforce Scheduler Resource permission set to the users who you have created or identified to be available as service resources. Assigning the permission set automatically assigns the associated permission set license to the user.
    1. On the Salesforce Scheduler permission set overview page, click **Manage Assignments**, and then click **Add Assignments**.
    2. Select the users who you want to assign the Salesforce Scheduler Resource permission set to, and then click **Assign**.
    3. Click **Done**.

#### See Also

- [Create Service Resources in Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_create_resources.htm&release=264.0.0&type=5 "Service resources are individual users who can attend customer appointments. Create service resources so that you can assign appointments to them.")