Installed Product Access and Permissions
The following table lists the permissions needed to perform various actions on the Installed Product object.
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Actions
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User Permissions Needed
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|---|---|
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To view the Installed Products tab
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"Read" on Installed Product
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To view the Installed Products
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"Read" on Installed Product, Account, Contact, Location, and Product
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To create or clone Installed Products
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"Create" on Installed Product
"Read" on Account, Contact, Location, and Product
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To change Installed Products
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"Edit" on Installed Product
"Read" on Account, Contact, Location, and Product
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To delete Installed Products
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"Delete" on Installed Product
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To create child Installed Products
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"Create" on Installed Product "Read" on Account, Contact, Location and Product
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To validate Installed Products address
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"Read" and "Edit" on Installed Product
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To capture Counter Reading
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"Read" on Installed Product, ServiceMax Process, and ServiceMax Config data
"Read", "Create", and "Update" on Counter Details
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To view warranties
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"Read" on Installed Product and Product Warranty
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To create warranties
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"Create" on Installed Product and Product Warranty
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To change product warranties
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"Edit" on Product Warranty
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To delete product warranties
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"Delete" on Product Warranty
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To create a case from Installed Products
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"Read" on Account, Contact, Installed Product, and Product
"Create" on Case
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To create a Work Order from Installed Products
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"Read" on Account, Contact, Installed Product, and Product
"Create" on Work Order
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Since installed products are strongly connected to most ServiceMax transactions, review and make sure the installed product record is not used in any related records. When you are deleting an Installed Product, you will not be warned if the installed product is used in a related record. Instead of deleting an installed product, it is always recommended to change the status to Scrap.
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