Field Service Management Overview module roles

Only users with certain roles have access to the Overview module.

The different levels of access are:

  • View: can view the overview page and refresh gauges.
  • Customize: can refresh, add, delete, and rearrange gauges.

Access is limited for users with non-administrative roles.

Table 1. Field Service Overview Roles
Role Access
admin View, customize
sm_admin View, customize
sm_agent View
wm_basic View
wm_dispatcher View
wm_initiator View
wm_qualifier View
wm_initiator_qualifier View
wm_initiator_qualifier_dispatcher View