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            Give Users Access to Entitlement Management

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            Give Users Access to Entitlement Management

            After you set up entitlement management, make sure that users have the appropriate user permissions, field access, and tab access.

            Required Editions

            View supported editions.
            User Permissions Needed
            To create and edit users: Manage Internal Users
            1. Assign entitlement management permissions to users.
              Users Who Will Need These Permissions Permissions Are Auto-Enabled on These Standard Profiles
              Set up entitlement management, including milestones, entitlement processes, and entitlement templates “Manage Entitlements” System Administrator
              Provide entitlement management to an experience

              “Customize Application”

              AND

              “Create and Set Up Experiences”

              		 System Administrator
              Create or update custom report types that include entitlement management “Manage Custom Report Types” System Administrator
              Create and run reports based on entitlement management custom report types “Create and Customize Reports” Standard User, Solution Manager, Contract Manager, Marketing User, and System Administrator
              Create cases with entitlements

              “Create” on cases

              AND

              “Read” on entitlements

              		 Standard User, Solution Manager, Contract Manager, Marketing User, and System Administrator
              Change a case’s entitlement

              “Edit” on cases

              AND

              “Read” on entitlements

              		 Standard User, Solution Manager, Contract Manager, Marketing User, and System Administrator
              Create work orders with entitlements

              “Create” on work orders

              AND

              “Read” on entitlements

              		 Standard User, Solution Manager, Contract Manager, Marketing User, and System Administrator
              Change a work order’s entitlement

              “Edit” on work orders

              AND

              “Read” on entitlements

              		 Standard User, Solution Manager, Contract Manager, Marketing User, and System Administrator
              Verify or view entitlements “Read” on entitlements Standard User, Solution Manager, Contract Manager, Marketing User, and System Administrator
              Create entitlements “Create” on entitlements None: enable the permission in a permission set or custom profile
              Change entitlements “Edit” on entitlements None: enable the permission in a permission set or custom profile
              View entitlement contacts “Read” on entitlement contacts Standard User, Solution Manager, Contract Manager, Marketing User, and System Administrator
              Change entitlement contacts

              “Create” on entitlement contacts

              AND

              “Delete” on entitlement contacts

              		 None: enable the permissions in a permission set or custom profile
              Verify or view service contracts “Read” on service contracts Standard User, Solution Manager, Contract Manager, Marketing User, and System Administrator
              Create service contracts “Create” on service contracts None: enable the permission in a permission set or custom profile
              Change service contracts “Edit” on service contracts None: enable the permission in a permission set or custom profile
              Verify or view contract line items “Read” on contract line items Standard User, Solution Manager, Contract Manager, Marketing User, and System Administrator
              Add contract line items to service contracts

              “Edit” on service contracts

              AND

              “Create” on contract line items and “Read” on products and price books

              		 None: enable the permissions in a permission set or custom profile
              Change contract line items on service contracts

              “Edit” on service contracts

              AND

              “Edit” on contract line items and “Read” on products and price books

              		 None: enable the permissions in a permission set or custom profile
              Tip
              Tip If a standard profile doesn’t include a certain user permission, you can create a permission set and enable the permission in it. Or, clone the standard profile and enable the permission in the custom profile.
            2. Set field-level security.

              Choose which entitlement management fields users can view and edit. Field-level security settings let you specify users’ access to fields in several areas of the user interfaces:

              • Detail and edit pages
              • Related lists
              • List views
              • Reports
              • Search results
              • Email and mail merge templates
              • Experiences
              Important
              Important To let a user create cases from entitlements or change a case’s assigned entitlement, make the Entitlement Name field on cases editable for their profile.
             
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