--- schema_version: "1" id: e8ae1ffc61121d2290c8ad71689bbf3c2b973d96d907428410a93a7f746552c3 title: Give Users Access to Entitlement Management collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/entitlements_giving_users_access.md canonical_url: https://help.salesforce.com/s/articleView?id=service.entitlements_giving_users_access.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 3cf58c2a8f7d1a55deb81ec4120827d389a8d88296e39711824d4881dab9f06b description: After you set up entitlement management, make sure that users have the appropriate user permissions, field access, and tab access. products: - Service Cloud release: "264" --- # Give Users Access to Entitlement Management After you set up entitlement management, make sure that users have the appropriate user permissions, field access, and tab access. ### Required Editions
View supported editions.
User Permissions Needed
To create and edit users: Manage Internal Users
1. Assign entitlement management permissions to users.
Users Who Will Need These Permissions Permissions Are Auto-Enabled on These Standard Profiles
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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_tip.png) 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. 2. Set field-level security. Choose which entitlement management fields users can view and edit. Field-level security settings let you specify users’ access to fields in several areas of the user interfaces: - Detail and edit pages - Related lists - List views - Reports - Search results - Email and mail merge templates - Experiences ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_important.png) Important To let a user create cases from entitlements or change a case’s assigned entitlement, make the Entitlement Name field on cases editable for their profile.