Administrator

Service Board Administrator

Configures and administers Service Board and Service Board Admin, including roles, groups, permissions, data access rules, application settings, scheduling configuration, and operational controls.

System Administrator

Provides full platform-level administration with broad access across Max applications, and manages environment and infrastructure-level controls for Service Board operations.

Implementer

Service Board Integration

Supports Salesforce-to-Service Board integration workflows, synchronization, and integration-user operations to ensure reliable data exchange.

Developer

Uses Max Designer to design and extend application behavior, build custom configurations, and support implementation-specific development needs.

Dispatcher Operations

Dispatcher

Uses Scheduler and Map capabilities to match resources to jobs, dispatch and reschedule appointments, and manage day-to-day scheduling operations.

Dispatcher Read Only

Views Scheduler and Map scheduling information in read-only mode without performing scheduling updates.

Crew Manager

Oversees crews and crew-resource assignments, and manages crew-level scheduling activities, typically alongside dispatcher responsibilities.

Field Execution

Technician

Works with assigned appointments and status transitions in field execution scenarios, including ServiceMax Go-based technician workflows.

Read-Only Consumer

Service Board Read-Only All

Provides broad read-only visibility across Service Board and Service Board Admin applications for monitoring and oversight use cases.

Platform User

Standard User

Default foundational role assigned to authenticated Max users to establish baseline platform access.