Manage security roles in service scheduling
Security roles help identify the privileges a user can exercise in the system. Security roles also define which entities a user can view or configure. For example, a user might have permission to see accounts but can't see specific fields of an account.
Service scheduling uses the following standard security roles:
Scheduler Manager: This role can set up the service scheduling experience. This role can access and set up all service scheduling entities in the system:
- Resources
- Resource Categories
- Facilites/Equipment
- Services
- Service Activities
- Schedule Board
- Organizational Units
- Business Closure
However, to ensure that all Scheduler Managers are able to set up the new scheduling experience and access the new scheduling entities, they should also be assigned the Customer Service Schedule Administrator and Schedule Manager roles.
Learn more in Create users and assign security roles.
Scheduler: This role can create and schedule service activities.
To ensure that all Scheduler users are able to schedule services using the new scheduling experience, they should also be assigned the Customer Service Scheduler and Scheduler roles.
Learn more in Security roles and privileges.
Understand roles and their privileges
Each role in the scheduling experience is expected to perform a set of actions. Learn more about the privileges of the Schedule Manager and Scheduler role from the following table:
| Role | Privileges |
|---|---|
| Schedule Manager | Can create, access, and perform CRUD operations on Services |
| Can create, access, and perform CRUD operations on Service Activities | |
| Can access Schedule Board | |
| Can create and access Facilities and Equipment | |
| Scheduler | Can create, access, and perform CRUD operations on Service Activities |
| Can access Schedule Board | |
| Can create and access Facilities and Equipment |