Assign Document Builder to Dispatchers and Mobile Workers

Assign Document Builder to users who have been assigned the Field Service Dispatcher or Field Service Mobile permission set license.

Required Editions

Available in: Lightning Experience.

The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

User Permissions Needed
To create service documents with Document Builder on the desktop site or the mobile app:	Field Service Dispatcher permission set license OR Field Service Mobile permission set license
To assign a permission set to mobile workers and dispatchers:	Manage Profiles and Permission Sets
To create a permission set:	Manage Users

Note Document Builder isn’t available for Contractor and Contractor+ Licenses.

1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
2. Create a permission set.
3. Give it a name, for example, Field Service Document Builder.
4. Leave the License picklist field blank, and then save your changes.
5. Scroll down to the System section and click System Permissions.
6. Click Edit, and then select Document Builder and Lightning SDK for Field Service Mobile. Save your changes.
7. To assign this permission set to users, click Manage Assignments.