Review the organization-wide default sharing settings to understand the minimum level of access for each object for a field service technician. You can extend the default level of access to your users, both internal and external. You can also use permission sets, sharing rules, and role hierarchies to fine-tune access beyond the organization-wide default options.
| Available in: Lightning Experience |
| Available in: All editions of Field Service Plus for Energy & Utilities, and all editions of Asset Service Lifecycle Management |
Review the recommended level of access for field service technicians. These are suggestions only—your organization may have different security model requirements. Check with your system administrator or implementation partner for help and advice about sharing settings.
| Object | Recommended Minimum Level of Access |
|---|---|
| Service Appointment |
Internal: Public Read Only External: Private |
| Service Resource |
Internal: Public Read/Write External: Private |
| Time Sheet |
Internal: Public Read/Write External: Private |
| Work Order |
Internal: Public Read Only External: Private |
| Cost Center |
Internal: Public Read Only External: Private |
| Geolocation Based Action |
Internal: Public Read/Write External: Private |
| Job Expense Type |
Internal: Public Read Only External: Private |
| Work Type |
Internal: Public Read Only External: Private |
| Supplemental Compensation |
Internal: Public Read Only External: Private |
| Service Territory |
Internal: Public Read Only External: Private |
| Operating Hours |
Internal: Public Read Only External: Private |