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About Service Board Authentication and Authorization
Service Board and Max are configured to use Salesforce as the OAuth2 identity provider with single sign-on (SSO) support.
The Max platform authorization model is based on the following concepts:
• Users have full access to their own records, and can mark records as private or shared with other users, roles or groups.
• Roles are based on job types and responsibilities and have parent-to-child inheritance.
• Groups are containers for users and have child-to-parent inheritance.
• Permissions are the mechanism by which record-level CRUD access is granted to users, roles, and groups. Services are granted access to standard CRUD and custom operations.
• Data Access Rules grant access to dynamic record sets through the use of queries. Field-level access control is also implemented at the record level.
Max and Service Board ship with a set of default roles with access privileges, as follows:
Role
Description
Dispatcher
Access to Scheduler and Map functionality.
Dispatcher Read Only
Read-only access to Scheduler and Map tabs.
Crew Manager
Same as Dispatcher role with additional access to Crew-management functionality.
Technician
Access to Appointments with transition security for technicians using ServiceMax Go.
Service Board Administrator
Access to Service Board and Service Board Admin applications.
Service Board Integration
Dedicated role for integration users who synchronize data from Salesforce to Service Board and Max.
Service Board Read-Only All
Read-only access to Service Board and Service Board Admin applications.
Standard User
Default role for an authenticated user on the Max platform. Every user with Max platform login credentials must be assigned this role.
Developer
Access to Max Designer application.
System Administrator
Full access to all applications and the Max platform.
For more information:
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