Manage security roles in service scheduling

Security roles help to identify the privileges a user can exercise in the system. Security roles also define which entities a user can view or configure. For example, a user may have permission to see accounts but cannot see specific fields of an account.

The following standard security roles are leveraged in service scheduling:

  • Scheduler Manager. This role can set up the service scheduling experience. This role can access and set up all service scheduling entities in the system:

    • Resources
    • Resource Categories
    • Facilites/Equipment
    • Services
    • Service Activities
    • Schedule Board
    • Organizational Units
    • Business Closure

    However, to ensure that all Scheduler Managers are able to set up the new scheduling experience and access the new scheduling entities, they should also be assigned the Customer Service Schedule Administrator and Schedule Manager roles.

    To learn more about how to create users and assign roles to them, see Create users and assign security roles.

  • Scheduler. This role can create and schedule service activities.

    To ensure that all Scheduler users are able to schedule services using the new scheduling experience, they should also be assigned the Customer Service Scheduler and Scheduler roles.

More information: Security roles and privileges

Understand roles and their privileges

Each role in the scheduling experience is expected to perform a set of actions. Refer the table below to learn more about the privileges of the Schedule Manager and Scheduler role:

Role Privileges
Schedule Manager Can create, access, and perform CRUD operations on Services
Can create, access, and perform CRUD operations on Service Activities
Can access Schedule Board
Can create and access Facilities and Equipment
Scheduler Can create, access, and perform CRUD operations on Service Activities
Can access Schedule Board
Can create and access Facilities and Equipment

See also

Create or edit a security role to manage access