Roles required for Field Service Guided Setup

reference brazil Updated Sep 10, 2026 1 min read roles-required-for-field-service-guided-setup.md
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Different roles are required to perform various steps in Field Service Guided Setup.

Step Role required
Define Locations import_admin
Create Users user_admin
Create Groups user_admin
Assign Group Roles user_admin
Step Role required
Define Model Categories sn_cmdb_admin
Create Product Models sn_cmdb_admin
Create Stockrooms wm_admin
Create Stock Rules wm_admin
Create Assets wm_admin
Step Role required
Create Work Order Task Types personalize_dictionary
Set Up View Rules delegated_developer
Set Up UI Policies ui_policy_admin
Set Up Client Scripts client_script_admin
Set Up Business Rules business_rule_admin
Set Up UI Actions ui_action_admin
Set Up Process Flow Formatter workflow_admin
Set Up Roles user_admin
Set Up ACLs wm_admin
Set Up Work Categories wm_admin
Set Up Work Types wm_admin
Setup Field Service Management Configuration wm_admin
Set Up Work Configuration wm_admin
Step Role required
Configure Field Service Management wm_admin
Work Order Templates wm_admin
Scheduling and Dispatch wm_admin
Define SLAs wm_admin
Self-Service Appointment Booking wm_admin
Step Role required
State Flows wm_admin
UI Actions ui_action_admin
Questionnaires wm_admin
Time Recording wm_admin
Contextual Search wm_admin
Step Role required
Create Maintenance Plans wm_admin
Create Maintenance Schedules wm_admin
Step Role required
Input Google Maps API Key wm_admin
Enable Google Maps API Travel Time wm_admin
Step Role required
Onboard Contractor Company admin
Onboard External Manager user_admin
Create Group user_admin
Configure Group selection criteria user_admin
Onboard External Agent user_admin

Parent Topic:Field Service Management reference

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