Give your mobile workers the required permissions.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Field Service and Foundations. Also available with Einstein 1 Field Service Edition or Agentforce 1 Field Service Edition. |
Service Resource Permissions
Assign these permission sets to your mobile workers.
- Access Agentforce Default Agent
- FieldServiceMobileStandardPermSet
- Field Service Mobile License
- Field Service Resource License
- Field Service Resource Permissions
- RunFlow
Object Permissions
Give your mobile workers access to these objects.
- Appointment Dependencies: Read
- Assigned Resources: Read
- Engagement Topics: Read, Edit, Create
- Operating Hours: Read
- Resource Absences: Read, Create, Edit
- Scheduling Policies: Read
- Scheduling Policy Objectives: Read
- Service Appointments: Create, Read, Edit, View All Records
- Service Resources: Read, View All Records
- Service Territories: Read, View All Records
- Service Territory Members: Read
Service Appointment Sharing
- To let the service resources view and modify service appointments assigned within their service territory, set up a Sharing Rule for the Service Appointment object with Read/Write or Read/Edit access. Assign the Sharing Rule to users based on their Service Territory Membership.
- To let the dispatcher/admin assign service resources to service territories and manage the associated sharing, confirm that the profile or permission set used by the dispatcher/admin allows them to manage territory assignments and sharing rules.
- For testing purposes, as an admin, verify that a service resource can see and edit a service appointment assigned to them in their primary service territory.