Assign User Permissions for Work Plans
Give users access to work plans.
Required Editions
| Available in: Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
- For users who create or manage work plans, assign them Read, Create, Edit, Delete, and View All Records permissions on work plan templates, work step templates, and work plan selection rules.
- For users who work with work plans on desktop or mobile, assign them Read and Update permissions on work plans and work step records.
- To let users run quick actions and flows from work steps, assign them these permissions.
- For global quick actions, give users the Create permission on related objects and the Update permission on records. For example, to run the action Create New Account, users need the Create permission on the Account object. To modify account records, users need the Update permission for those records.
- To execute field service mobile flows, users need the Run Flows permission or the Flow User field enabled on the user detail page. To allow users with the standard user profile to create and run flows, give them the Manage Flows permission.
- To let users work with the Manage Work Plan Template Entries window, assign them Read and Edit permissions on the Execution Order field of the Work Plan Template Entry object.
- To view the Work Plans Lightning web component, assign users Read access on the Execution Order, Status, and Status Category fields.
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