Managed Permission Sets and Permission Set Groups

Prerequisites

To use Permission Sets and Permission Set Groups, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

  • FieldFX Base Package

  • N/A

  • Install the Lightning Managed Package release 1.118 or later.

Permission Sets

FieldFX by ServiceMax, Inc. has created a standard set of Permission Sets based on common job functions.

A Permission Set is best designed to control access for a particular function. A user can be assigned all the Permission Sets they need to perform all of their role tasks.

Permission Sets are additive. A user receives all of the combined permissions from all of the Permission Sets they are assigned.

A Permission Set cannot remove the permissions granted by another Permission Set.

  • The standard set of Permission Sets have been grouped into Permission Set Groups based on common job role functions.

Permission Set Groups allow you to quickly assign all the necessary Permission Sets a kind of user might need without having to manually add multiple individual Permission Sets.

Available Managed Permission Sets

Permission Set Description

FieldFX Administrator

Grants permissions required to perform system administrator duties in FieldFX

FieldFX Base Permission Set

Grants permissions all users of must have

FieldFX Invoice Edit

Grants user the permissions required to edit an invoice record

FieldFX Invoice Read

Grants user the permissions required to view an invoice record

FieldFX Invoice Item Edit

Grants user the permissions required to edit the items on an invoice

FieldFX Invoice Item Read

Grants user the permissions required to view the items on an invoice

FieldFX Job Edit

Grants user the permissions required to edit a job record

FieldFX Job Read

Grants user the permissions required to view a job record

FieldFX Pricing Maintenance

Grants user the permissions required to manage pricing

FieldFX Pricing Overrides Maintenance

Grants user the permissions required to manage price overrides in FX CPQ

FieldFX Pricing Rules Maintenance

Grants user the permissions required to manage the rules that govern pricing

FieldFX Quote Edit

Grants user the permissions required to edit a quote record

FieldFX Quote Read

Grants user the permissions required to view a quote record

FieldFX Quote Item Edit

Grants user the permissions required to edit the items on a quote

FieldFX Quote Item Read

Grants user the permissions required to view the items on a quote

FieldFX Schedule and Dispatch

Grants user the permissions required to use the FX Schedule and Dispatch module

FieldFX Ticket Create

Grants user the permissions required to add a ticket record

FieldFX Ticket Edit

Grants user the permissions required to edit a ticket record

FieldFX Ticket Read

Grants user the permissions required to view a ticket record

FieldFX Ticket Item Edit

Grants user the permissions required to edit the items on a ticket

FieldFX Ticket Item Read

Grants user the permissions required to view the items on a ticket

Permission Set Groups

  • The standard set of Permission Sets have been grouped into Permission Set Groups based on common job role functions.

    Permission Set Groups allow you to quickly assign all of the necessary Permission Sets a kind of user might need without having to manually add multiple individual Permission Sets.

  • There are six Permission Set Groups:

    1. FieldFX Accounting Administrator

    2. FieldFX Dispatcher

    3. FieldFX Field Technician

    4. FieldFX Price Book Manager

    5. FieldFX Sales Rep

    6. FieldFX System Administrator

  • Details of each of the functions permitted for each Permission Set Group is provided below

FieldFX Accounting Administrator

A user with this Permission Set Group is able to:

  • Create a new invoice and create new invoice items

  • Modify existing invoices and invoice items

  • Generate reports for invoices

  • Create new payments and payment applied records

  • View existing payment and payment applied records

  • Change the status of invoices

FieldFX Dispatcher

A user with this Permission Set Group is able to:

  • Create a new job, ticket, and ticket item

  • Modify existing jobs, tickets, and ticket items

  • Create job requirement records

  • Dispatch crew and equipment to an existing job and create associated crew planning and equipment planning records

  • Change the status of jobs and tickets

  • Create new ticket log entries

  • Create ticket checklists

  • Generate and view reports for tickets and jobs

FieldFX Field Technician

A user with this Permission Set Group is able to:

  • Create new tickets and ticket items from FX Mobile

  • View an existing job, ticket, and ticket item from FX Mobile

  • Change the status of jobs and tickets

  • Create ticket log entries

  • Create ticket checklists

  • Generate and save reports in FX Mobile

  • Create audit log records

FieldFX Price Book Manager

A user with this Permission Set Group is able to:

  • Create a new price book

  • Create new price book items

  • Modify existing price books

  • Modify existing price book items

  • Create a new rule and associated rule actions

  • Modify existing rules and associated rule actions

  • Create an override record

  • Modify an existing override record

FieldFX Sales Rep

A user with this Permission Set Group is able to:

  • Create a new quote

  • Create new quote items

  • Modify existing quotes

  • Modify existing quote items

  • Change a quote’s status

  • Create a job from a quote with tickets, ticket items, crew planning records, and equipment planning records

FieldFX System Administrator

A user with this Permission Set Group is able to:

Object Task

Quotes

  • Create new quotes

  • Create new quote items

  • Modify existing quotes

  • Modify existing quote items

  • Change the status of quotes

  • Create a job from a quote with tickets, ticket items, crew planning records, and equipment planning records

Price Books

  • Create new price books

  • Create new price book items

  • Modify existing price books

  • Modify existing price book items

  • Create a new rule and associated rule actions

  • Modify existing rules and associated rule actions

  • Create override records

  • Modify existing override records

Jobs, Tickets, and Ticket Items

  • Create new job, ticket, and ticket item records

  • Modify existing job, ticket, and ticket item records

  • Change status of jobs and tickets

  • Create ticket logs

  • Create ticket checklists

  • Generate and view reports for jobs and tickets

Schedule and Dispatching

  • Dispatch crew and equipment to an existing job

  • Create crew planning and equipment planning records

Invoicing

  • Create new invoices and invoice items

  • Modify existing invoices and invoice items

  • Generate invoice reports

  • Create new payments and payments applied records

  • Change the status of invoices

    • Create audit logs

    • Create and edit statuses

    • Create and edit Status Workflows

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