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            Assign Document Builder to Dispatchers and Mobile Workers

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            Assign Document Builder to Dispatchers and Mobile Workers

            Assign Document Builder to users who have been assigned the Field Service Dispatcher or Field Service Mobile permission set license.

            Required Editions

            Available in: Lightning Experience.
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create service documents with Document Builder on the desktop site or the mobile app:

            Field Service Dispatcher permission set license

            OR

            Field Service Mobile permission set license
            To assign a permission set to mobile workers and dispatchers: Manage Profiles and Permission Sets
            To create a permission set: Manage Users
            Note
            Note Document Builder isn’t available for Contractor and Contractor+ Licenses.
            1. From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
            2. Create a permission set.
            3. Give it a name, for example, Field Service Document Builder.
            4. Leave the License picklist field blank, and then save your changes.
            5. Scroll down to the System section and click System Permissions.
            6. Click Edit, and then select Document Builder and Lightning SDK for Field Service Mobile. Save your changes.
            7. To assign this permission set to users, click Manage Assignments.
             
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