Managing Access and Permissions
To enable technicians to access the ServiceMax Go app, provide the following permissions in the technician's user profile.
1. The technician must have Read permission on the following objects and their fields. This can be set directly on the Salesforce profile of the user or using a Permission set.
◦ Account
◦ Checklist
◦ Checklist Attachment
◦ Checklist Result
◦ Code Snippet Manifest
◦ Code Snippets
◦ Custom Coverage
◦ Default Checklist Response
◦ Device Mobile Config
◦ Doc Template Details
◦ Doc Templates
◦ Document
◦ Entitlement History
◦ Event
◦ Expense Pricing
◦ Function Definitions
◦ Included Service (API Name: Service_Contract_Services__c)
◦ Installed Product
◦ Labor Pricing
◦ Location (API Name: Site__c)
◦ Mileage Tiers
◦ Page Layout
◦ Page Layout Details
◦ Parts Discount
◦ Parts Order (API Name: RMA_Shipment_Order__c)
◦ Parts Pricing
◦ PriceBookEntry
◦ PriceBook2
◦ Pricing Rule
◦ Product2
◦ Product Warranty (API Name: Warranty__c)
◦ QB Response Options
◦ QB Response Set
◦ Question Bank
◦ Service Contract
◦ Service Contract Services
◦ Service Pricebook
◦ Service Pricebook Entry
◦ Service/Maintenance History (API Name: Entitlement_History__c)
◦ ServiceMax Config Data
◦ ServiceMax Event (API Name: SVMX_Event__c)
◦ ServiceMax List
◦ ServiceMax Processes
◦ ServiceMax Tags
◦ SFA Process
◦ SFM Event
◦ Standard Location
◦ Sync Request Records
◦ Sync Requests
◦ Technician/Equipment (API Name: Service_Group_Members__c)
◦ Travel Policy
◦ Warranty
◦ Work Detail (API Name: Service_Order_Line__c)
◦ Work Order (API Name: Service_Order__c)
◦ Zone Pricing
2. In addition to the objects listed above, the following objects require Read permission to ServiceMax Go. The Read permission is applicable to the Timesheet feature when SET001 is set to True in Module: ServiceMax Go; Sub-Module: Timesheet.
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Required Objects in Sync Gateway
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ServiceMax Standard Permission Set gives Read Permission?
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SVMXC__Timesheet__c
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Yes
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SVMXC__Timesheet_Day_Entry__c
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Yes
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SVMXC__Timesheet_Entry__c
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Yes
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BusinessHours
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Yes
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User
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No
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3. The technician must have Read access to the fields used in the Download Criteria and Advanced Download Criteria objects.
4. The technician must have Read permission/access on the following SFM components assigned to the user’s profile.
◦ Objects and fields that are part of any SFM Search
◦ Objects that are configured as lookups in SFMs
◦ Fields used in Qualification Criteria in SFM
◦ Fields used in Field/Value mapping
◦ Fields that are configured in Data Validation Rules
◦ Fields that are configured in SFM formulas
◦ Fields configured in Lookup/Advanced Lookup Filters/Context Filters
◦ Form-fill (1st and 2nd level) configuration
5. The technician must have Delete permission on the custom objects to delete the record.
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To disable a technician from accessing the Go app, you must remove the standard permission from the user. Then, the user must log out of the app to stop receiving any app notifications.
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