Service Modules > Scheduling and Optimization > Service Board > Max for Administrators > Security and Permissions Configuration
Security and Permissions Configuration
User access to objects, data, and operations is defined by roles and groups with specific permissions. You can also assign roles and permissions to individual users. Additionally, you can set up data access rules to control access at the record level, and also configure specific object types as read-only for all users regardless of roles or permissions.
As part of Max implementation, roles are assigned to users during the initial data sync process. Salesforce users who are assigned the System Administrator profile are granted the Service Board Administrator role, and active Salesforce users who are assigned the Dispatcher profile are granted the Dispatcher role in Service Board. All other Salesforce users are granted the Standard User role in Service Board. Inactive Salesforce users are migrated to Max without activating their access rights. After initial data sync, any changes to role assignments, permissions, or groups that you make in Max are not synced back to Salesforce.
The following predefined roles and permissions are provided with Service Board:
Role
Description
Max Designer
Max Admin
Service Board Admin
Service Board Scheduler/Map Tabs
Service Board Crew Manager Tab
Service Board Project Tab
Standard User
Assigned by default to every user to grant basic permissions.
N
N
N
N
N
N
Service Board Administrator
Permissions needed to configure and set up Service Board.
Y
N
Y
Y
Y
Y
System Administrator
Permissions needed by IT personnel who configure servers and network environments for Service Board.
Y
Y
Y
Y
Y
Y
Dispatcher
Access to scheduling features and data.
N
N
N
Y
N
Y
Dispatcher Read Only
Permissions to view but not modify scheduling information.
N
N
N
Y
N
N
Crew Manager
Permissions needed to manage crews and their job assignments.
N
N
N
Y
Y
Y
Service Board Integration
Access to features and tools needed to integrate data with Salesforce.
N
N
N
N
N
N
Service Board Read-Only All
Rights to view but not modify scheduling information.
N
N
N
Y
Y
Y
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