Configuring Access Control for Optimization Policies
Service Board ships with one default schedule optimization policy, ServiceMax Optimization Setting, to which dispatchers have access. You can modify the roles, groups, and users that have access to this optimization policy, and also configure custom optimization policies to address your organizational needs.
To configure access control for optimization policies:
1. In Max Designer, on the Developer Tools (
) launchpad menu, click Object Designer, and then in the left pane, search for and click Optimization Setting.
) launchpad menu, click Object Designer, and then in the left pane, search for and click Optimization Setting.2. Click Records, and then in the list view, create a new Optimization Setting record or open an existing record.
3. On the record page, in the top right corner, on the Options menu, click Share, and then in the Optimization Setting Sharing list view, in the top left corner, click Add (
).
). | The Share option is available to System Administrator users for all optimization policies regardless of the owner, and available to Service Board Administrator users only for optimization policies that they own. |
4. In the newly added row, in the Actor column, select a user, role, or group to which you want to grant access, and then in the Entitlement column, select the permissions you want to grant.
5. To grant access to additional users, click Add again and specify actors and entitlements as needed, and then click Share.
6. To revoke access control permissions for optimization policies, in the Optimization Settings list view, click a policy for which you want to revoke access, and then on the record page, in the top right corner, on the Options menu, click Share.
7. In the Optimization Setting Sharing list view, in the leftmost column, select the check boxes to the left of the users, roles, or groups whose permissions you want to revoke.
8. In the list view, in the top left corner, click Remove (
), and then in the center list view header, click Share.
), and then in the center list view header, click Share.For more information: