Access and Permissions
The following table displays the details about access and permissions:
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Actions
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User Permissions Needed
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|---|---|
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To view the Service Teams tab:
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"Read" on Service Team
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To view Service Teams:
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"Read" on Service Team
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To create or clone Service Teams:
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"Create" on Service Team
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To change Service Teams:
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"Edit" on Service Team
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To delete Service Teams:
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"Delete" on Service Team
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To validate Service Teams address:
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"Read" and "Edit" on Service Team
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To view technicians/equipment:
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"Read" on Technician/Equipment and Service Team
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To create technicians/equipment:
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"Create" on Technician/Equipment
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To change technicians/equipment:
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"Edit" on Technician/Equipment
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To delete technicians/equipment:
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"Delete" on Technician/Equipment
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To validate technicians address:
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"Read" and "Edit" on Technician/Equipment
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To view products serviced:
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"Read" on Products Serviced, Service Team and Product
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To create products serviced:
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"Create" on Products Serviced
"Read" on Product
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To change products serviced:
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"Edit" on Products Serviced
"Read" on Product
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To delete products serviced:
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"Delete" on Products Serviced
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To view the team labor costs:
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"Read" on Team Labor Costs and Service Team
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To delete products serviced:
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"Delete" on Products Serviced
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To create team labor costs:
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"Create" on Team Labor Costs
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To change team labor costs:
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"Edit" on Team Labor Costs
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To delete team labor costs:
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"Delete" on Team Labor Costs
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To view expertise:
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"Read" on Expertise and Service Team
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To create expertise:
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"Create" on Expertise
"Read" on Skills
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To change expertise:
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"Edit" on Expertise
"Read" on Skills
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To delete expertise:
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"Delete" on Expertise
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To view locations covered:
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"Read" on Locations Covered and Service Team
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To create locations covered:
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"Create" on Location Covered
"Read" on Location
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To change locations covered:
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"Edit" on Locations Covered
"Read" on Location
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To delete service team locations:
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"Delete" on Locations Covered
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Click the Service Teams tab to display the Service Team home page.
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When you are deleting a Service Team, you will not be warned if the Service Team is used in a related record. Since Service Teams are strongly tied to service contracts and Work Orders, review and make sure the Service Team record is not used in any related records.
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