Access and Permissions
This topic covers the access and permissions for the following components:
Task Templates Access and Permissions
The following table describes the access and permissions required for working with Task Templates:
Action
User Permission Required
To view the Work Templates tab
Read on Task Templates
To view Work Templates
Read on Task Templates
To create or clone Work Templates
Create on Task Templates
To change Work Templates
Edit on Task Templates
To delete Work Templates
Delete on Task Templates
PM Templates Access and Permissions
The following table describes the access and permissions required for working with PM Templates:
Object
Read
Update/Modify
Delete
PM Plan Template
Yes
Yes
Yes
PM Schedule Template
Yes
Yes
Yes
PM Applicable Products
Yes
Yes
Yes
PM Process Access and Permissions
The following table describes the access and permissions required for working with PM Process:
Action
User Permission Required
To view PM Processes
Read on ServiceMax Processes and ServiceMax Config Data
To create or edit PM Processes
Create and Update on ServiceMax Processes and ServiceMax Config Data
To delete PM Processes
Delete on ServiceMax Processes and ServiceMax Config Data
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