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Create Permission Sets for Appointment Assistant Contactless Signature

You can use this permission set for the Field Service mobile workers and the Field Service admins. For Appointment Assistant Contactless Signature, each mobile worker needs the Field Service Appointment Assistant permission set license to share the service report with the customer.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
The Field Service Appointment Assistant managed package and permission set license are required.
User Permissions Needed
To create permission sets: Manage Profiles and Permission Sets
  1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
  2. Create the permission set.
    1. Click New.
    2. For Label, enter the name of the permission set, for example, Appointment Assistant.
    3. Click the API Name field to populate it.
    4. For License, select Field Service Appointment Assistant.
      The Permissions Sets page is opened.
      The Field Service Appointment Assistant license is an add-on license. If the license isn’t available for selection, ask your account executive for help.
    5. Save the permission set.
  3. Enable the permission set.
    1. Open the Appointment Assistant permission set that you created.
    2. In System, click System Permissions.
    3. Click Edit, and enable the Field Service Appointment Assistant permission.
      The Permissions Sets page is opened.
    4. Save your changes.
  4. Assign the permission set to each mobile worker.