Standard Profiles and Permissions
Packaged Profiles
The profiles are loaded into your org when you run the ServiceMax Configurator, if you select the option Load default profiles. Page layout definitions and permissions such as object access, tab visibility, Apex class access, and Visual force page access are pre-configured for these profiles in ServiceMax.
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Do not modify the above profiles. Use these as reference-only profiles. When you upgrade ServiceMax, the above profiles are overwritten completely by the upgrade process and restored to factory defaults, if you select the option Load default profiles. As a result, any changes you have made to these profiles will be completely lost. To avoid any such loss, it is strongly recommended that you clone these profiles into your own custom profiles.
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The following list of profiles are provided with the ServiceMax package:
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ServiceMax User’s License Type
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Profiles
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Platform Profiles
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ServiceMax Admin
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ServiceMax Admin – Titanium (Platform)
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ServiceMax Call Center User
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ServiceMax Call Center User – Titanium (Platform)
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ServiceMax Contracts User
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ServiceMax Contracts User – Titanium (Platform)
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ServiceMax Dispatcher
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ServiceMax Dispatcher – Titanium (Platform)
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ServiceMax Inventory Manager
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ServiceMax Inventory Manager – Titanium (Platform)
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ServiceMax Inventory User
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ServiceMax Inventory User – Titanium (Platform)
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ServiceMax Service Manager
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ServiceMax Service Manager – Titanium (Platform)
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ServiceMax Service User
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ServiceMax Service User– Titanium (Platform)
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ServiceMax Standard Read Only
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ServiceMax Standard Read Only – Titanium (Platform)
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Packaged Permission Sets
Packaged Permission Sets are preconfigured access bundles designed to support all packaged functionality within ServiceMax. They simplify user administration by ensuring that essential permissions are consistently applied and maintained across the organization. These permission sets provide:
• Objects and Fields: Complete create, read, update, and delete (CRUD) access wherever required to enable full use of packaged business objects.
• Lightning Web Components (LWCs): Permissions to ensure packaged components display correctly and function as intended.
• Apex Classes and Services: Access to custom logic, triggers, and APIs that power ServiceMax features.
Packaged Permission Sets are maintained by ServiceMax and automatically updated with each release. This ensures that any newly introduced objects, LWCs, or Apex classes are seamlessly included, keeping customer environments aligned with the latest functionality without additional administrative effort.
The following list of permission sets are provided with the ServiceMax package:
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Permission Set
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Description
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ServiceMax Standard
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Standard permission set.
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ServiceMax Standard Community
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Standard permission set for community users
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ServiceMax Standard Platform
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Standard Platform permission set
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Packaged Permission Sets are intentionally broad. Assigning them will grant access to all ServiceMax features — regardless of the user’s business role or persona.
• Do not assign them to every end user.
• Use them carefully, typically for administrators, super-users, or testing purposes.
• For technicians, dispatchers, or managers, build custom Permission Sets or Permission Set Groups that provide only the access required for their job.
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Access and Permissions
The following is a list of feature based Access and Permissions:
Client and Managed Packages