Community User Permission Set
As a business administrator, create a permission set Asset 360 Customer Community for Field Service for your Community users with the following object permissions.
|
Object
|
Required Access
|
Required Fields
|
|---|---|---|
|
Case
|
Edit access for the specific fields
|
• Asset Warranty
• Entitlement Notes
• Entitlement Process End Time
• Entitlement Process Start Time
• Is Entitlement Performed
• Perform Auto-Entitlement
• Service Contract
• Entitlement Date
• Entitlement Name
• Entitled Service
• Contract Line Item
• Billing Type
|
|
Entitlement
|
• Read access to the object
• Edit access for the specific fields
• View access to both the record types: SLA and Entitled Services
|
• Case Entitlement Process
• Consumed Service Amount
• Consumed Service Count
• Display Alert Amount
• Display Alert Count
• Entitled Service
• Entitled Service Product
• Remaining Service Amount
• Remaining Service Count
• Service Unit
• Total Service Amount
• Total Service Count
• WorkOrder Entitlement Process
|
|
Entitlement Setting
|
• View access to the object
• View access to all fields
|
All fields
|
|
Entitlement Verification History
|
• Read, Edit, and Create access to the object
• Read, Edit, and Create access to all fields
|
All fields
|
|
Entitlement Rule
|
• View access to the object
• View access to all fields
|
All fields
|
|
Expression
|
• View access to the object
• View access to all fields
|
All fields
|
|
Expression Detail
|
• View access to the object
• View access to all fields
|
All fields
|
|
Warranty Term
|
Read access to the object
|
|
|
Contract Line Item
|
• Read access to the object
• Read access to all fields
|
All fields
|
|
Work Order
|
Edit access to specific fields
|
• Asset Warranty
• Entitlement Notes
• Is Entitlement Performed
• Perform Auto-Entitlement
• Entitlement Date
|
|
Return Order
|
Edit access to specific fields
|
• Asset
• Asset Warranty
• Entitlement
• Entitlement Date
• Entitlement Notes
• Is Entitlement Performed
• Perform Auto-Entitlement
• Entitlement Date
• Service Contract
• Multiple Entitlement
|
|
Service Contract
|
Read access to the object
|
|
|
Asset Warranty
|
Read access to the object
|
|
|
User
|
• View access to the object
• View access to all fields
|
All fields
|
|
Asset
|
• Read access to the object
• Read access to all Date fields
|
All Date Fields
|
|
Expense
|
• Read access to the object
• Read access to all fields
|
All fields
|
|
Technical Attribute Template Items
|
Read access to all fields
|
All fields
|
|
Technical Attribute Template Match Rules
|
Read access to all fields
|
All fields
|
|
Technical Attribute Templates
|
Read access to all fields
|
All fields
|
|
Picklist Definition
|
Read access to all fields
|
All fields
|
|
Technical Attribute
|
Read access to all fields
|
All fields
|
|
Template Match Values
|
Read access to all fields
|
All fields
|
|
Technical Attribute Category
|
Read access to all fields
|
All fields
|
|
Asset Technical Attribute
|
Read, Edit, and Create access to all fields
|
All fields
|
|
Application Setting
|
Read access to all fields
|
All fields
|
|
A360 User Group
|
Read access to the object
|
|
|
A360 User Group Member
|
Read access to the object
|
|
|
A360 User Group Technical Attribute
|
Read access to the object
|
Sharing Settings
Provide the following sharing settings permissions to the specified objects.
|
Object
|
Default Internal Access
|
Default External Access
|
|---|---|---|
|
Service Contract
|
Public Read Only
|
Public Read Only
|
|
Entitlement Rule
|
Public Read Only
|
Public Read Only
|
|
Expression
|
Public Read Only
|
Public Read Only
|
|
Expression Detail
|
Public Read Only
|
Public Read Only
|
|
Timeline Configuration
|
Public Read/Write
|
Public Read Only
|
|
Timeline Configuration Access
|
Controlled by Parent
|
Controlled by Parent
|
|
Timeline Configuration Detail
|
Controlled by Parent
|
Controlled by Parent
|
|
Account
|
Public Read/Write
|
Public Read Only
|
|
Contract
|
Public Read/Write
|
Public Read Only
|
|
Asset
|
Public Read Only
|
Public Read Only
|
|
Entitlement Setting
|
Public Read Only
|
Public Read Only
|
|
Entitlement Service Assignment Rule
|
Public Read Only
|
Public Read Only
|
|
Object Mapping
|
Public Read/Write
|
Public Read Only
|
|
Application Setting
|
Public Read/Write
|
Public Read Only
|
|
Technical Attribute
|
Public Read/Write
|
Public Read Only
|
|
Technical Attribute Category
|
Public Read/Write
|
Public Read Only
|
|
Technical Attribute Template
|
Public Read/Write
|
Public Read Only
|
|
Technical Attribute Template Item
|
Controlled by Parent
|
Controlled by Parent
|
|
Technical Attribute Template Match Rule
|
Public Read/Write
|
Public Read Only
|
|
Template Match Value
|
Controlled by Parent
|
Controlled by Parent
|
|
Picklist Definition
|
Public Read/Write
|
Public Read Only
|
|
Asset Technical Attribute
|
Controlled by Parent
|
Controlled by Parent
|
|
Application Setting
|
Public Read/Write
|
Public Read Only
|
|
A360 User Group
|
Public Read/Write
|
Public Read Only
|
Process Wizard Settings
Provide the following permission sets to your community users to use wizards and transactions.
|
Object
|
Permissions
|
|---|---|
|
Process Wizard
|
Public Read Only
|
|
Expression
|
Public Read Only
|
|
Layout
|
Public Read Only
|
|
Layout Element
|
Public Read Only
|
|
Lookup Configuration
|
Public Read Only
|
|
ServiceMax Tag
|
Public Read Only
|
 |
Community users need Read access to records in these objects to use Wizards and transactions. This can be configured by setting OWD to external access for these objects or by implementing criteria-based sharing.
|
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