Providing Access and Permissions
The following table lists the levels of permissions required for ServiceMax AI objects:
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Object
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Permissions Required
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View, Create, Read, and Edit
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View, Create, Read, and Edit
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View, Create, Read, and Edit
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Assigning Permissions
Administrator and end user capabilities are driven by the permissions assigned to the respective user profiles. User-profile level permissions determine which users can access and use ServiceMax Copilot.
You can create permission sets for different types of users and define the object and field-level permissions in those permission sets and assign different permission sets to different user profiles to drive the privileges.
ServiceMax recommends that you assign the following permission sets for the different types of users:
• Administrators: AI Admin
• End users: AI Standard
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For Community user permissions, see Access and Permissions for Community Users.
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