Give Users Access to Document Builder

Assign users the standard permission sets for Document Builder, so they can create service document PDFs.

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 assign permission sets:	Manage Users
To create service documents with Document Builder:	Field Service Document Builder Dispatcher, Field Service Document Builder Mobile, OR Field Service Document Builder Standard permission sets

From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
Select Field Service Document Builder Dispatcher, Field Service Document Builder Mobile, or Field Service Document Builder Standard for permission sets to assign to Field Service technicians, dispatchers, and admins.
To assign the permission sets to users, select Manage Assignments.
Users who have been assigned these permission sets no longer have access to Service Reports, and the Create Service Report button no longer appears for them.

Product Area