| Set up entitlement management, including milestones, entitlement processes,
and entitlement templates |
“Manage Entitlements” |
System Administrator |
| Provide entitlement management to an experience |
“Customize Application”
AND
“Create and Set Up
Experiences”
|
System Administrator |
| Create or update custom report types that include entitlement
management |
“Manage Custom Report Types” |
System Administrator |
| Create and run reports based on entitlement management custom report types |
“Create and Customize Reports” |
Standard User, Solution Manager, Contract Manager, Marketing User, and
System Administrator |
| Create cases with entitlements |
“Create” on cases
AND
“Read” on
entitlements
|
Standard User, Solution Manager, Contract Manager, Marketing User, and
System Administrator |
| Change a case’s entitlement |
“Edit” on cases
AND
“Read” on
entitlements
|
Standard User, Solution Manager, Contract Manager, Marketing User, and
System Administrator |
| Create work orders with entitlements |
“Create” on work orders
AND
“Read” on entitlements
|
Standard User, Solution Manager, Contract Manager, Marketing User, and
System Administrator |
| Change a work order’s entitlement |
“Edit” on work orders
AND
“Read” on entitlements
|
Standard User, Solution Manager, Contract Manager, Marketing User, and
System Administrator |
| Verify or view entitlements |
“Read” on entitlements |
Standard User, Solution Manager, Contract Manager, Marketing User, and
System Administrator |
| Create entitlements |
“Create” on entitlements |
None: enable the permission in a permission set or
custom profile
|
| Change entitlements |
“Edit” on entitlements |
None: enable the permission in a permission set or
custom profile
|
| View entitlement contacts |
“Read” on entitlement contacts |
Standard User, Solution Manager, Contract Manager, Marketing User, and
System Administrator |
| Change entitlement contacts |
“Create” on entitlement
contacts
AND
“Delete” on entitlement
contacts
|
None: enable the permissions in a permission
set or custom profile
|
| Verify or view service contracts |
“Read” on service contracts |
Standard User, Solution Manager, Contract Manager, Marketing User, and
System Administrator |
| Create service contracts |
“Create” on service contracts |
None: enable the permission in a permission set or
custom profile
|
| Change service contracts |
“Edit” on service contracts |
None: enable the permission in a permission set or
custom profile
|
| Verify or view contract line items |
“Read” on contract line items |
Standard User, Solution Manager, Contract Manager, Marketing User, and
System Administrator |
| Add contract line items to service contracts |
“Edit” on service
contracts
AND
“Create” on contract line items and
“Read” on products and price books
|
None: enable the permissions in a permission
set or custom profile
|
| Change contract line items on service contracts |
“Edit” on service contracts
AND
“Edit”
on contract line items and “Read” on products and price
books
|
None: enable the permissions in a permission
set or custom profile
|
Tip If a standard profile doesn’t include a certain user permission, you can create a permission set and enable the permission in it. Or, clone the standard profile and enable the permission in the custom profile.