---
schema_version: "1"
id: 4a531c4caa6dc80cc2270c6a265b261013527875f038ae93d9559cbde24dc3cf
title: Set Up Crew Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_set_up_crew_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_set_up_crew_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1c66015c3dbd1030a169e2577b7bcbab657285160b34271864c5baf84b0ede17
description: Give Field Service admins and dispatchers access to a drag-and-drop service crew management tool where they can easily create service crews and update service crew membership.
products:
  - Field Service
release: "264"
---
# Set Up Crew Management

Give Field Service admins and dispatchers access to a drag-and-drop service crew management tool where they can easily create service crews and update service crew membership.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d165248e72">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d165248e72 ">To create Visualforce tabs:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d165248e72 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d165248e72 ">To set Visualforce page security and create permission
              sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d165248e72 ">Manage Profiles and Permission Sets</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d165248e72 ">To assign permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d165248e72 ">Assign Permission Sets</td>

          </tr>
        </tbody>
      </table>

![Package icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_package.png) _This is a Field Service managed package feature._

![Crew management tool](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_crew_management.png)

1. Decide which users need access to the crew management tool. Ensure that each user has at least one of these permission sets:
    - FSL Admin Permissions
    - FSL Dispatcher Permissions
2. Add the crew management tool to your org in one of two ways:
    - [Create a Visualforce tab](https://help.salesforce.com/articleView?id=pages_tabs_create.htm&language=en_US) named Crew Management for the FSL.CrewManagement page.
    - Embed the Crew Management [custom Lightning component](https://help.salesforce.com/articleView?id=lightning_page_components_custom.htm&type=5&language=en_US) in a Lightning page. Because the component includes a detailed chart, give it plenty of space on the page.
3. Create a permission set with access to the following elements, and assign it to the relevant users.
    - Crew Management tab, if you created one
    - FSL.CrewManagement Visualforce page
    - FSL.CrewsResourceLightbox Visualforce page
    - FSL.CrewsSaLightbox Visualforce page
    - FSL.CrewsWorkorderLightbox Visualforce page
    - FSL.CrewsWorkorderLineItemLightbox Visualforce page
    - FSL.CrewManagement Apex class

You’re all set! For help using crew management, see [Manage Field Service Crew Membership](https://help.salesforce.com/s/articleView?id=service.pfs_manage_crews.htm&release=264.0.0&type=5 "Efficiently manage your service crews to accommodate a fast-changing field service schedule. Create crews, find and add members with the right skills, adjust membership dates to match appointment times, and view all crews’ schedules and members in one place.").

#### See Also

- [Manage Field Service Crew Membership](https://help.salesforce.com/s/articleView?id=service.pfs_manage_crews.htm&release=264.0.0&type=5 "Efficiently manage your service crews to accommodate a fast-changing field service schedule. Create crews, find and add members with the right skills, adjust membership dates to match appointment times, and view all crews’ schedules and members in one place.")
- [Create Service Crews for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_create_crews.htm&release=264.0.0&type=5 "Set up teams who can be assigned to field service appointments as a unit. A service crew is a group of service resources whose combined skills and experience make them a good fit to work together on appointments. For example, a wellhead repair crew might include a hydrologist, a mechanical engineer, and an electrician.")
- [View Service Crews on the Gantt](https://help.salesforce.com/s/articleView?id=service.pfs_service_crews_dispatcher_console.htm&release=264.0.0&type=5 "Control how service crews are displayed on the Gantt in the Field Service Classic Dispatch Console.")