About Roles
Roles are a key element in Max access control. In Max, each predefined role includes permissions to view, edit, create, and delete specific objects. By default, all users are assigned the Standard User role. You assign some roles concurrently with others, and others independently of one another. For example, the Crew Manager and Dispatcher roles are typically assigned together to senior-level dispatchers with access rights to crew-management functionality. Junior-level dispatchers typically have only the Dispatcher role, and the Crew Manager role is not granted to users independently of other roles.
Objects
Service Board Administrator
Dispatcher
Dispatcher Read-Only
Service Board Read-Only All
Crew Manager
Service Board Integration
Technician
Access Hours
C/R/U/D
All records
R
All records
RAll records
R
All records
N/A
C/R/U/D
All records
N/A
Account
R
All records
R
All records
R
All records
R
All records
N/A
C/R/U/D
All records
N/A
Appointment
C/R/U
All records
C/R/U
All records
R
All records
R
All records
N/A
C/R/U/D
All records
R/U
All records
Availability Calendar
C/R/U/D
All records
N/A
N/A
R
All records
N/A
C/R/U/D
All records
N/A
Configuration
C/R/U/D
All records
N/A
N/A
N/A
N/A
N/A
N/A
Contact
R
All records
R
All records
R
All records
R
All records
N/A
C/R/U/D
All records
N/A
Credential
C/R/U/D
All records
R
All records
R
All records
R
All records
N/A
C/R/U/D
All records
N/A
Credential Category
C/R/U/D
All records
R
All records
R
All records
R
All records
N/A
C/R/U/D
All records
N/A
Crew
C/R/U
All records
R
Records related to Service Teams shared by Service Board Admin
R
Records related to Service Teams shared by Service Board Admin
R
All records
C/R/U
All records
C/R/U
All records
N/A
Crew Resource
C/R/U/D
All records
R
Records related to Crews related to Service Teams shared by Service Board Admin
R
Records related to Crews related to Service Teams shared by Service Board Admin
R
All records
C/R/U/D
All records
C/R/U/D
All records
N/A
Event
C/R/U/D
All records
C/R/U/D
All records
R
All records
R
All records
N/A
C/R/U/D
All records
N/A
Holiday Calendar
C/R/U/D
All records
N/A
N/A
R
All records
N
C/R/U/D
All records
N/A
Initial Sync Action
C/R/U/D
All records
N/A
N/A
R
All records
N/A
N/A
N/A
Installed Product
R
All records
R
All records
R
All records
R
All records
N/A
C/R/U/D
All records
N/A
Job
R/UAll records
R/U
Data access rules set up by Dispatch Console Admin
R
Data access rules set up by Dispatch Console Admin
R
All records
N/A
C/R/U/D
All records
N/A
Job Requirement
C/R/U/D
All records
R
All records
R
All records
R
All records
N/A
C/R/U/D
All records
N/A
Product
R
All records
R
All records
R
All records
R
All records
N/A
C/R/U/D
All records
N/A
Project
C/R/U/D
All records
C/R/U/D
All records
N/A
R
All records
N/A
N/A
N/A
Project Task
C/R/U/DAll records
C/R/U/D
All records
N/A
R
All records
N/A
N/A
N/A
Project Task Assignment
C/R/U/D
All records
C/R/U/D
All records
N/A
R
All records
N/A
N/A
N/A
Project Task Dependency
C/R/U/D
All records
C/R/U/D
All records
N/A
R
All records
N/A
N/A
N/A
Qualification
C/R/U/D
All records
R
All records
R
All records
R
All records
N/A
C/R/U/D
All records
N/A
Resource
R/U
All records
R
Records related to Service Teams and Territories shared by Service Board Admin
R
Records related to Service Teams and Territories shared by Service Board Admin
R
All records
R
All records
C/R/U/D
All records
N/A
Resource GPS Log
R/D
All records
R
Records related to Resources related to Service Teams shared by Service Board Admin
N/A
R
All records
R
All records
C/R/U/D
All records
N/A
Resource Preference
R
All records
N/A
N/A
R
All records
N/A
C/R/U/D
All records
N/A
Resources by Service Team View
C/R/U/D
All records
C/R/U/D
Owner’s records
R
Records shared by record owner
R
All records
N/A
C/R/U/D
All records
N/A
Service Team
C/R/U/D
All records
R
Records shared by Service Board Admin
R
Records shared by Service Board Admin
R
All records
R
All records
C/R/U/D
All records
N/A
Setting
R/U
Granted manually at record level
N/A
N/A
N/A
N/A
N/A
N/A
Setting Value
C/R/U/D
All records
N/A
N/A
N/A
N/A
N/A
N/A
Shift
C/R/U/D
All records
N/A
N/A
R
All records
N/A
N/A
N/A
Shift Exception
C/R/U/D
All records
C/R/U/D
All records
R
All records
R
All records
N/A
C/R/U/D
All records
N/A
Shift Plan
C/R/U/D
All records
N/A
N/A
R
All records
N/A
N/A
N/A
Shift Segment
C/R/U/D
All records
N/A
N/A
R
All records
N/A
N/A
N/A
Shift Segment Type
C/R/U/D
All records
N/A
N/A
R
All records
N/A
N/A
N/A
Territory
R
All records
R
Records shared by Service Board Admin
R
Records shared by Service Board Admin
R
All records
R
All records
C/R/U/D
All records
N/A
User Preferences
U
All records
N/A
N/A
N/A
N/A
N/A
N/A
* 
The Service Team object is read-only by default for most users, but can be made editable. For more information, see Configuring Objects as Read-Only.
For more information:
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