User Groups


In a Nutshell

It is in the User Groups tab where you can view and manage the permissions and data sync rules for user groups.


Data Sync Rules

By selecting a User Group record, you will then be directed to another screen where you will be able to view current Data Sync Rules settings:

Data Object Data Sync Rule What is Synced
Item
R01 Items used as Reserved Materials on Service Calls where the technician has been responsible / assigned.
R13 Sync only Items that belong to a branch the current user is assigned to.
R23 Sync only Warehouse that belong to a branch the current user is assigned to.
Business Partner
RO2 Business Partners that are associated with Activities and/or Service Calls where the technician has been responsible / assigned.
RO2a Addresses that are associated with Activities and/or Service Calls where the technician has been responsible / assigned.
RO2b Contacts that are associated with Activities and/or Service Calls where the technician has been responsible / assigned.
RO3 Business Partners for own Branches.

A Business Partner is sent to the mobile, only if:
  • the current user has READ permission on it,
  • and, it has a common branch shared with him.
R41 Business Partners for activities for the technician's team

A Business Partner is sent to the mobile, only if:
  • linked to an activity for the technician’s team…
    • where the technician is responsible / has been assigned
    • OR where the technician belongs to the same team which is linked to the project of the activity
Equipment
R04 Equipment that is associated with Activities and/or Service Calls where the technician has been responsible / assigned.
R14 All Equipment of Business Partners for own Activities and/or Service Calls.

Sync only Equipment that belong to a Customer who has issued at least on Service call, or one Activity, for which the current user is the responsible.
R39 Equipment including related children and parent equipment for activities for the technician’s team and skills. Sync equipment records which are:
  • directly linked to an activity for the technician’s team and skills
    • where the technician is responsible / has been assigned
    • OR where the technician belongs to the same team which is linked to the project of the activity
    • AND where the technician has all valid skills required for the activity
  • OR which is the the parent (up to 10 levels up) and child (up to 10 levels down) of an equipment that is linked to an activity for the technician’s team and skills
R40 Equipment including related children for activities for the technician’s team and skills. Sync equipment records which are:
  • directly linked to an activity for the technician’s team and skills
    • where the technician is responsible / has been assigned
    • OR where the technician belongs to the same team which is linked to the project of the activity
    • AND where the technician has all valid skills required for the activity
  • OR which is the the parent (up to 10 levels up) and child (up to 10 levels down) of an equipment that is linked to an activity for the technician’s team and skills
Sales or Service Documents
R15 Sync only sales opportunities associated with the business partner belongs to a branch the current user is assigned to.
R16 Sync only Incidents issued by Business Partners for which at least one Activity and/or Service Call has the current user set as responsible.
R17 Sync only Defects issued by Business Partners for which at least one Activity and/or Service Call has the current user set as responsible.
R18 Sync only Payment Terms issued by Business Partners for which at least one Activity and/or Service Call has the current user set as responsible.
R19 Sync only Sales Opportunities issued by Business Partners for which at least one Activity and/or Service Call has the current user set as responsible.
R20 Sync only Sales Quotations issued by Business Partners for which at least one Activity and/or Service Call has the current user set as responsible.
R21 Sync only Sales Orders issued by Business Partners for which at least one Activity and/or Service Call has the current user set as responsible.
R22 Sync only Service Contracts issued by Business Partners for which at least one Activity and/or Service Call has the current user set as responsible.
R24 Sync only Sales Quotations for which the Business Partner belongs to a branch the current user is assigned to..
R25 Sync only Sales Orders issued by Business Partners that belong to a branch the current user is assigned to.
R26 Sync only Service Contracts issued by Business Partners that belong to a branch the current user is assigned to.
R27 Sync only Sales Orders that do NOT meet the following criteria:
  • its status is Closed,
  • and, the number of days between NOW and its last change date is bigger than a configurable number.
R28 Sync only Sales Opportunities issued by Business Partners for which at least one Activity and/or Service Call has the current user set as responsible.
R28 Sync only Invoices that do NOT meet the following criteria:
  • its status is Closed,
  • and, the number of days between NOW and its last change date is bigger than a configurable number
.
R29 Sync only Invoices that do NOT meet the following criteria:
  • its status is Closed,
  • and, the number of days between NOW and its last change date is bigger than a configurable number
.
R30 Sync only Invoices that do NOT meet the following criteria:
  • its status is either:
    • won,
    • or lost,
  • and, the number of days between NOW and its last change date is bigger than a configurable number.
R32 Invoices for own branches.

An Invoice is sent to the mobile, only if:
  • the current user has READ permission on it,
  • and, it has a common branch shared with him.
R33 Sales Quotations for own Branches.

A Sales Quotation is sent to the mobile, only if:
  • the current user has READ permission on it,
  • and, it has a common branch shared with him.
R34 Sales Orders for own Branches.

A Sales Order is sent to the mobile, only if:
  • the current user has READ permission on it,
  • and, it has a common branch shared with him.
R36 Own Invoices and Territory invoices.

An Invoice is synced to the mobile only if the current user:
  • is its responsible Sales Person,
  • is its creator,
  • or, shares a common Territory with the Business Partner that issued it.
Service Call
R06 Previous Service Calls open for Equipment on which technician is currently assigned to work, providing a service history (historical data of work completed on Equipment).This enables the technician to view relevant Equipment service details without needing to sort through past Service Call records.
R07 Service Calls handled in the last six (6) months, where the technician was responsible / had previously been assigned.
R08 Service Calls where the technician is responsible / has been assigned.
Activity
R09 All Activities that are associated with Service Calls where the technician has been responsible / assigned.
R10 Previous Activities performed on Equipment for which technician is currently responsible / assigned to work, providing a service history (historical data of work completed on Equipment).This enables the technician to view relevant Equipment service details without needing to sort through past Service Call records.
R11 Activities performed within the last six (6) months, where the technician was responsible / has previously been assigned.
R12 Activities where the technician is responsible / has been assigned.
R37 Activities for the technician's team.

  • where the technician is responsible / has been assigned.
  • OR where the technician belongs to the same team which is linked to the project of the activity.
R38 Activities for the technician's team and skills.

  • where the technician is responsible / has been assigned
  • OR where the technician belongs to the same team which is linked to the project of the activity
  • AND where the technician has all valid skills required for the activity
Warehouse
R23 All Activities that are associated with Service Calls where the technician has been responsible / assigned.
Checklist Instance
R42 Own warehouse/s.

A warehouse is synced to the mobile device only if:
  • the current user has READ permission on it,
  • and, it has a common branch shared with him.
R51 Checklist Instances on Activities for the technician.

Reduces the volume of Checklist instances sent to the device. Checklist instances on activities will only be sent where the person is responsible / assigned for checklist instances, activities or associated service calls.
R43 People who are linked to the same team(s) as the technician's team(s).
R50 Attachments on Activities for the technician.

Reduces the volume of attachments sent to the device. Attachments on Activities will only be sent where the person is responsible / assigned for Activities or associated service calls. Attachments not linked to an activity will not be affected by this rule, they will be downloaded based on permissions.
R52 Addresses on Activities for the technician.

Reduces the volume of Addresses sent to the device. Addresses on Activities will only be sent where the person is responsible / assigned for Activities or associated service calls.
R53 Contacts on activities / service calls for the technician.

Reduces the volume of Contacts sent to the device. Contacts on Activities / Service Calls will only be sent where the person is responsible / assigned for activities or associated service calls.

Data Sync Rules are used to control what information is stored in the mobile application for offline use.

The benefits of using data sync rules are:

They can decrease bandwidth used while syncing technician devices.
They can decrease application memory usage on mobile devices.
They can improve equipment and item search, as less irrelevant data is filtered out.
They can help streamline communication between technicians and the back-office, and ensure that technicians only receive the data they need, when they need it.
Attention: Please note that Data Sync Rules do NOT represent a security measure, as they do not impact the web-based applications and the Data API. They are merely used to improve performance and data integrity for the mobile application.

User Groups



Field Description
Name The name of the user group. This name is entered when creating a new user group.
Description The description of the user group. This description is entered when creating a new user group.
Created The date/time at which the user group was created.
Updated The last date/time at which the user group was updated.
Data Sync Rules All data sync rules that have been applied to the user group. Refer to the Data Sync Rules section for more information.
By selecting the quick view icon, you can view all permissions/UI permissions associated with supported objects.


Permissions Management

Permissions for user groups can be managed at Users > User Groups by clicking on a User Group record and selecting the edit option.

The Permissions Management interface consists of the following:



Field Description
Object Type Here, you can select the business object for which you would like to edit the permissions. Please note the following
  1. Based on the object type selection, the UI Permissions values will change.
  2. Based on the object type selection, the available (if any) sync rules (example R38: Activities for the technician's team and skills) will change.
Create The ability to create a new record of the selected object type. Options include ALL, OWN, and NONE. Please refer to the CRUD Operators section for more information.
Read The ability to view a record of the selected object type. Options include ALL, OWN, and NONE. Please refer to the CRUD Operators section for more information.
Update The ability to update a record of the selected object type. Options include ALL, OWN, and NONE. Please refer to the CRUD Operators section for more information.
Delete The ability to delete a record of the selected object type. Options include ALL, OWN, and NONE. Please refer to the CRUD Operators section for more information.
UI Permission Any/all UI permissions associated with the object.
[ Data Sync Rules] Based on the selected object type, there may be sync rules that can be applied to improve synchronization times and database size. Please refer to the Data Sync Rules section for more information.

Create New User Group

When creating a new user group, the new user group will initially take the default permissions. These permissions can be viewed byt selecting the option in the User Groups view.

To create a new user group, complete the following:

Select the option.

In the next view, enter a name (required) and if desired, a description:


Select Save.

The new user group will now be visible in the user groups view and can be managed by selecting it and adding/modifying permissions as required.


Download User Group



User group permission settings can be downloaded to JSON format by selecting the download option and then selecting the user group you wish to download from the user group dropdown.

The user group permissions is formatted as follows:

Note: The below example does not represent a complete file.

{
  "classificationLevels" : [ "INTERNAL", "PUBLIC", "CONFIDENTIAL" ],
  "clientIds" : null,
  "description" : "Web User for General Purposes",
  "name" : "Web User",
  "permissions" : {
    "ACTIVITYFEEDBACK" : {
      "create" : {
        "options" : [ "NONE", "ALL" ],
        "value" : "ALL"
      },
      "createOwnCondition" : null,
      "delete" : {
        "options" : [ "NONE" ],
        "value" : "NONE"
      },
      "deleteOwnCondition" : null,
      "read" : {
        "options" : [ "NONE", "ALL" ],
        "value" : "ALL"
      },
      "readOwnCondition" : null,
      "update" : {
        "options" : [ "NONE", "ALL" ],
        "value" : "ALL"
      },
      "updateOwnCondition" : null,
      "visible" : true,
      "uipermissions" : [ ]
    },
    "EMAILTEMPLATE" : {
      "create" : {
        "options" : [ "NONE", "OWN", "ALL" ],
        "value" : "ALL"
      },
      "createOwnCondition" : null,
      "delete" : {
        "options" : [ "NONE", "OWN", "ALL" ],
        "value" : "ALL"
      },
      "deleteOwnCondition" : null,
      "read" : {
        "options" : [ "NONE", "OWN", "ALL" ],
        "value" : "ALL"
      },
      "readOwnCondition" : null,
      "update" : {
        "options" : [ "NONE", "OWN", "ALL" ],
        "value" : "ALL"
      },
      "updateOwnCondition" : null,
      "visible" : false,
      "uipermissions" : [ ]
    },
    }

Upload User Group

By contrast, you can update an existing user group or create a new one using the Upload option.

Please note the following:

1 If a user group with a given name exists it will be updated, otherwise a new user group will be created.
2 The format must be the same available as that used when downloading a user group record.
3 The file must be in JSON format.

To upload a user group record, complete the following:

Select the option from the User Groups view.

In the next view, enter the following information:



Field Reference
Name Required. The name of the user group. If the name already exists, the user group record will be updated.
Description The description of the user group.
File Select the file to upload from your local computer.

When complete, click the Upload button below.


Delete User Group

A user group can be deleted by completing the following:

Select the user group you would like to delete from the User Groups view:



And then select the option.

The record will then be deleted.


Business Objects

Permission Type Impacted Checkboxes
Activity Field Service Mobile
  • Activities
Workforce Management
  • Activities (only activities of type "Assignment")
  • Book on Activity Assignment
    If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Assignments.
  • Book on Activity Note
    If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Notes.
  • Book on Activity Phone Call
    If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Phone Call.
  • Create Effort
    If you check this box, the users can create Efforts on Activities.*
  • Create Material
    If you check this box, the users can create Materials on Activities.*
  • Show on Home screen
    Check this option to display the assignments on the Home screen. If this option is not checked, the technician will not see any assignments on the Home screen.
  • Book on Activity Meeting
    If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Meeting.
  • Book on Activity Other
    If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Other.
  • Book on Activity Task
    If you check this box, the users can create Efforts/Materials/Expenses/Mileages on Activities of type Task.
  • Create Expense
    If you check this box, the users can create Expenses on Activities.*
  • Create Mileage
    If you check this box, the users can create Mileages on Activities.*
  • Visible
    If you check this box, the Activities module will appear in the menu of Coresystems Field Service Mobile.
    If you do not check this, the Activities module will not appear in the menu of Coresystems Field Service Mobile. However, Activities linked to a Service Call, for example, will still appear.


*You must first define the main settings under Effort/Expense/Material/Mileage.
Activity Feedback Field Service Mobile
  • Activity Feedback on Activities of type Assignment
Activity Template my.coresuite.com
  • This permission is the base for the task configurator. The task configurator is only available on request.
Visible
  • If you check this box, the Task Template module appears in the Task Configurator on my.coresuite.com.
  • If you do not check this, the Task Template module is not visible in the Task Configurator on my.coresuite.com.
Address Field Service Mobile
  • Business Partners/Sales Orders/Quotations > Addresses
  • Business Partners > Addresses
  • Service Calls > Addresses
Alerts Field Service Mobile
  • Alerts
  • Visible
    If you check this box, the “Alerts” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Alerts” module will not appear in the menu of Field Service Mobile.
Approvals Field Service Mobile
  • Approvals
  • Visible
    If you check this box, the “Approvals” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Approvals” module will not appear in the menu of Field Service Mobile.
  • Show Approved Approvals
    If you check this box, already approved Approvals will still be visible.
  • Show Cancelled Approvals
    If you check this box, already cancelled Approvals will still be visible.
Attachment Field Service Mobile
  • Attachments (audio, image, etc.)
Attribute This permission is related to the Activity Template permission and is only available in the task configurator. The task configurator is only available on request. Visible
  • If you check this box, “Attributes” will appear in the Task configurator module in my.coresuite.com.
  • If you do not check this, “Attributes” will not appear in the Task configurator module in my.coresuite.com.
Attribute Value This permission is related to the Attribute permission and is only available in the task configurator. The task configurator is only available on request.
Business Partner Field Service Mobile
  • Business Partners
  • Opportunities > Customer
  • Service Call/Sales Order/Quotation/Effort/Expense/Mileage/Material > Business Partner
  • Items & Stock > Vendor


Knowledge Management
  • Customers
  • Service Call/Effort/Expense /Material > Business Partner
  • Items & Stock > Vendor
  • Create Effort
    If you check this box, the users can create Efforts on Business Partners.*
  • Create Expense
    If you check this box, the users can create Expenses on Business Partners.*
  • Create Material
    If you check this box, the users can create Materials on Business Partners.*
  • Create Mileage
    If you check this box, the users can create Mileages on Business Partners.*
  • Show on map
    If you check this box, the Business Partners appear on the Workforce Management Map.
  • Visible
    If you check this box, the “Business Partners” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Business Partners” module will not appear in the menu of Field Service Mobile. However, Business Partners linked to a Service Call, for example, will still appear.
* You must first define the main settings under Effort/Expense/Material/Mileage.
Business Process Step Definition Workforce Management
  • Dispatcher Reminders
Visible
  • If you check this box, “Dispatcher Reminders” will appear in the Service Call/Activty Details section of the Workforce Management app.
  • If you do not check this box, “Dispatcher Reminders” will not be displayed in the Workforce Management app.
Check-In Field Service Mobile
  • Check-In on Activities of type Assignment
Checklist Mobile Field Service
  • Visible
    If you check this box, the “Checklists” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Checklists” module will not appear in the menu of Field Service Mobile.
  • Book on Activity
    If you check this box, the user can create Checklists on Activities.
  • Book on Business Partner
    If you check this box, the user can create Checklists on Business Partners.
  • Book on Equipment
    If you check this box, the user can create Checklists on Equipments.
  • Book on Opportunity
    If you check this box, the user can create Checklists on Opportunities.
  • Book on Quotation
    If you check this box, the user can create Checklists on Quotations.
  • Book on Sales Order
    If you check this box, the user can create Checklists on Sales Orders.
  • Book on Service Call
    If you check this box, the user can create Checklists on Service Calls.
Checklist Assignments Field Service Mobile
  • Checklist Assignments on Activities
Checklist Template Knowledge Management
  • Checklist Designer
Field Service Mobile
Company Info Field Service Mobile
  • Contains general company information (e.g. company logo) in reports.
my.coresuite.com
  • Settings > General > Company information
Visible
  • If you check this box, the Company information is displayed in my.coresuite.com > Settings.
  • If you don’t check this box, the Company Information is not displayed in my.coresuite.com > Settings.
Company Settings Knowledge Management
  • General Settings
Visible
  • If you uncheck this box, the Company Settings (Service Call Status Mappings and Miscellaneous Mappings) will not be visible in the Workforce Management.
Contact Field Service Mobile
  • Business Partner/Activities/Opportunity/Service Call/Sales Order > Contact
Workforce Management
  • Business Partner/Activities/ Service Call/ > Contact
Visible
  • If you check this box, the “Contacts” module appears in Field Service Mobile.
  • If you do not check this, the “Contacts” module does not appear in Field Service Mobile.
Document Draft Field Service Mobile
  • Approvals (this permission is a prerequisite for using the Approvals module).
Effort Field Service Mobile
  • Efforts
  • Business Partner/Opportunity/Service Call/Sales Order/Quotation > (Create) Effort
Workforce Management
  • Efforts
  • Business Partner/Service Call > (Create) Effort
  • Request location on create
    If you check this box, the device sends the location whenever the user creates an Effort.
  • Round time effort to next 15 mins
    If you check this box, the Effort will be rounded to the next 15 minutes in the Workforce Management.
    If you do not check this box, the Efforts will not be rounded in the Workforce Management.
  • Visible
    If you check this box, the “Efforts” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Efforts” module will not appear in the menu of Field Service Mobile. However, Efforts linked to an activity, for example, will still appear.
Employee Field Service Mobile
  • Employees
Workforce Management
  • Person
Master Data Management
  • Person
  • Visible
    If you check this box, the “Employees” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Employees” module will not appear in the menu of Field Service Mobile. However, Employees linked to a Service Call, for example, will still appear.
  • Show UDFs
    If you check this box, the UDFs on the Employees are displayed in Field Service Mobile.
Employee Reservation Workforce Management
Employee Reservation Type Workforce Management
  • Settings > Reservation Types
  • Visible
    If you check this box, “Reservation Types” will appear in the Workforce Management under Settings > General.
    If you do not check this box, “Reservation Types” will not appear in the Workforce Management under Settings > General.
Employee Status Field Service Mobile
  • Home screen (at the bottom) / Any module > Responsible
Workforce Management
  • Home screen (at the bottom) / Any module > Responsible
  • Visible
    If you check this box, “Reservation Types” will appear in the Workforce Management under Settings > General.
    If you do not check this box, “Reservation Types” will not appear in the Workforce Management under Settings > General.
Equipment Field Service Mobile
  • Equipment
  • Visible
    If you check this box, the “Equipments” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Equipments” module will not appear in the menu of Field Service Mobile. However, Equipments linked to a Business Partner, for example, will still appear.
  • Allow for any service call
    If you check this box, the user can create a Service Call and select an Equipment unrelated to the business partner.
  • Hierarchy
    If you check this box, the user can see/use the hierarchy tab for Equipments.
Equipment Subtype my.coresuite.com
  • Task Configurator
ERP Error Field Service Mobile
  • ERP Errors
Workforce Management
  • ERP Errors
my.coresuite.com
  • ERP Errors
  • Visible
    If you check this box, the “ERP Errors” module appears in my.coresuite.com.
    If you do not check this, the “ERP Errors” module does not appear in my.coresuite.com
Expense Field Service Mobile
  • Expenses & Materials
  • Business Partner/Opportunities/Service Call/Sales Orders/Quotations/ > All Expenses
Workforce Management
  • Expenses & Materials
  • Visible
    If you check this box, the “Expenses” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Expenses” module will not appear in the menu of Field Service Mobile. However, Expenses linked to a Service Call, for example, will still appear.
Attention: Here you make the main setting for Expenses. You can then do the fine-tuning by checking/unchecking the checkbox “Create Expense” in the following modules: Activity, Business Partner, Opportunity, Quotation, Sales Order, Service Call and Time Project.
File Field Service Mobile
  • (Linked objects)

my.coresuite.com
  • File library
File Ref Field Service Mobile

my.coresuite.com
  • for creating the links to the relevant object
File Revision Field Service Mobile

my.coresuite.com
  • for creating different versions of a file
Group Workforce Management
  • Containers
Invoice Field Service Mobile
  • Business Partners
Items Field Service Management
  • Items & Stock; Sales Order/Quotations > Items
  • Expenses & Material > Material > Item
Workforce Management
  • Items & Stock
  • Expenses & Material > Material > Item
Visible
  • If you check this box, the “Items & Stock” module will appear in the menu of Field Service Mobile.
  • If you do not check this, the “Items & Stock” module will not appear in the menu of Field Service Mobile. However, Items linked to a Sales Order, for example, will still appear.
Item Category Field Service Mobile
  • Items & Stock
Material Field Service Mobile
  • Expenses & Materials
  • Business Partner/Opportunities/Service Call/Sales Orders/Quotations > All Materials
Workforce Management
  • Expenses & Materials
  • Business Partner/Service Call > All Materials
  • Allow Booking Only if Available Stock > 0
    If you check this box, you will not be able to book Material if the quantity is not greater than 0.
  • Edit Item Base Price
    If you check this box, you can edit the Unit Price when you create a Material.
  • Scan Function Enabled
    If you check this box, Field Service Mobile expects a barcode scanner to be attached to the device and then function "Create Materials" is displayed in the menu.
  • Equipment Mandatory
    If you check this box, the Equipment chooser is mandatory if you create a Material.
  • Allow minus quantity
    If you check this box, you can create negative quantities on Materials.
Note: Here you make the main setting for Materials. You can then do the fine-tuning by checking/unchecking the checkbox “Create Material” in the following modules: Activity, Business Partner, Opportunity, Quotation, Sales Order, Service Call and Time Project.
Mileage Field Service Mobile
  • Expenses & Materials
  • Business Partner/Opportunities/Service Call/Sales Orders/Quotations/ > All Mileages
Note: Here you make the main setting for Mileages. You can then do the fine-tuning by checking/unchecking the checkbox “Create Mileage” in the following modules: Activity, Business Partner, Opportunity, Quotation, Sales Order, Service Call and Time Project.
Price Field Service Mobile
  • Items & Stock > Item > Prices
  • Expenses & Materials > Create Material > Unit Price
Workforce Management
  • Expenses & Materials > Create Material > Unit Price
Price List Field Service Mobile
  • Items & Stock > Item > Prices
  • Expenses & Materials > Create Material > Unit Price
Workforce Management
  • Expenses & Materials > Create Material > Unit Price
Production Order Terminal
  • Create Effort
    If you check this box, the users can create Efforts on Production Orders.*
* You must first define the main settings under Effort.
Quotation Field Service Mobile
  • Quotations
  • Business Partner > All Quotations
  • Activity/Effort/Expense/Material/Mileage > Quotation
  • Backend Request
    If you check this box, the option “Request Prices” becomes available on Quotations.
  • Create Effort
    If you check this box, the users can create Efforts on Quotations.*
  • Create Expense
    If you check this box, the users can create Expenses on Quotations.*
  • Create Material
    If you check this box, the users can create Materials on Quotations.*
  • Create Mileage
    If you check this box, the users can create Mileages on Quotations.*
  • Edit discount
    If you check this box, the users can edit the overall discount on a Quotation.
  • Edit Item Base Price
    If you check this box, the users can edit the base price of an item in the Quotation.
  • Edit Item Discount
    If you check this box, the users can edit the discount on an item in the Quotation.
  • Edit Item Name
    If you check this box, the users can edit the name of an item in the Quotation.
  • Visible
    If you check this box, the “Quotations” module will appear in the menu.
    If you do not check this, the “Quotations” module will not appear in the menu. However, if you go to a Business Partner, for example, the Quotations linked to that Business Partner will still be displayed.

* You must first define the main settings under Effort/Expense/Material/Mileage.
Rating Field Service Mobile
  • Items & Stock > Item > Prices
  • Service Call/Sales Order/Quotation > Create Signature (only possible with Rating)
Workforce Management
  • Assignments > Checkout > Signature
Report Data Field Service Mobile
  • Dashboards
  • Visible
    If you check this option, the “Reports” module will appear in the menu of Field Service Mobile.
    If you do not check this option, the “Reports” module will not appear in the menu of Field Service Mobile.
Report Template Field Service Mobile
  • Online Reports
my.coresuite.com
  • Visible
    If you check this box, the Report menu appears in my.coresuite.com
Reserved Material Field Service Mobile
  • Activities of type “Assignment”
  • Allow checkout with left-over reserved material
    If you check this box, the user can do a checkout with left-over Reserved Material.
Sales Opportunity Field Service Mobile
  • Opportunities
  • Business Partner > All Opportunities
  • Efforts/Expenses/Material/Mileage > Opportunities
  • Create Effort
    If you check this box, the users can create Efforts on Opportunities.*
  • Create Expense
    If you check this box, the users can create Expenses on Opportunities.*
  • Create Material
    If you check this box, the users can create Materials on Opportunities.*
  • Create Mileage
    If you check this box, the users can create Mileages on Opportunities.*
  • Visible
    If you check this box, the “Opportunities” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Opportunities” module will not appear in the menu of Field Service Mobile. However, if you go to a Business Partner, for example, the Opportunities linked to that Business Partner will still be displayed.
* You must first define the main settings under Effort/Expense/Material/Mileage
Sales Order Field Service Mobile
  • Sales Orders
  • Business Partner > All Sales Orders
  • Activity/Effort/Expense/Material/Mileage > Sales Order
  • Autopopulate own warehouse
    If you check this box, the Warehouse of the Sales Order Item will automatically be filled with the Warehouse of which the user is the owner.
  • Backend Request
    If you check this box, the option “Request Prices” becomes available on Sales Orders.
  • Check Validity Comment
    If you check this box, the user will receive a warning (with the content of the field validity comment, if it is not null) while creating a Sales Order
  • Create Effort
    If you check this box, the users can create Efforts on Sales Orders.*
  • Create Expense
    If you check this box, the users can create Expenses on Sales Orders.*
  • Create Material
    If you check this box, the users can create Materials on Sales Orders.*
  • Create Mileage
    If you check this box, the users can create Mileages on Sales Orders.*
  • Edit discount
    If you check this box, the users can edit the overall discount on a Sales Order.
  • Edit Item Base Price
    If you check this box, the users can edit the base price of an item in the Sales Order.
  • Edit Item Discount
    If you check this box, the users can edit the discount on an item in the Sales Order.
  • Edit Item Name
    If you check this box, the users can edit the name of an item in the Sales Order.
  • Edit Payment Term
    If you check this box, the users can edit the Payment Term in the Sales Order.
  • Edit Payment Type
    If you check this box, the users can edit the Payment Type in the Sales Order.
  • Edit Shipping Type
    If you check this box, the users can edit the Shipping Type in the Sales Order.
  • Visible
    If you check this box, the “Sales Orders” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Sales Orders” module will not appear in the menu of Field Service Mobile. However, if you go to a Business Partner, for example, the Sales Orders linked to that Business Partner will still be displayed.

* You must first define the main settings under Effort/Expense/Material/Mileage
Serial Number Field Service Mobile
  • Materials
Service Assignment Field Service Mobile
  • Activities of type Assignment
Workforce Management
  • Customers > Service Assignment
  • Create on Mobile
    If you check this box, the user can create Activities of type Assignment on the Field Service Mobile, otherwise those types will be created only in the Workforce Management.
  • Edit on Mobile
    If you check this box, the user can edit Activities of type Assignment on Field Service Mobile, otherwise those types will be edited only in the Workforce Management.
Service Assignment Status Field Service Mobile
  • Activities of type Assignments
In order to be able to create a Service Assignment Status, you must have Read permissions on Service Assignment Status Definition.
Service Assignment Status Definition Field Service Mobile
  • my.coresuite.com > Service calls > Assignment status (Activities of type Assignments)
Visible
  • If you tick this box, “Assignment status” will appear under my.coresuite.com > Service calls.
Service Call Field Service Mobile
  • Service Calls
  • Business Partner > All Service Calls
  • Activity/Effort/Expense/Material/Mileage > Sales Order
  • Create Effort
    If you check this box, the users can create Efforts on Service Calls.*
  • Create Expense
    If you check this box, the users can create Expenses on Service Calls.*
  • Create Material
    If you check this box, the users can create Materials on Service Calls.*
  • Create Mileage
    If you check this box, the users can create Mileages on Service Calls.*
  • Update Status only
    Not relevant – will be removed
  • Visible
    If you check this box, the “Service Calls” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Service Calls” module will not appear in the menu of Field Service Mobile. However, if you go to a Business Partner, for example, the Service Calls linked to that Business Partner will still be displayed.

* You must first define the main settings under Effort/Expense/Material/Mileage.
Service Checkout Field Service Mobile
  • Assignment > Checkout
  • Allow group Checkout
    If you check this box, the user can do a group checkout.
  • Default Value for Checkout without report
    This is default value for the checkbox “Checkout without Report”, which is displayed during the checkout process on Field Service Mobile. If this checkbox is checked, the checkout will be made without report, otherwise with a report.
  • Enable checkout without report
    This checkbox defines whether “Checkout without report” (see above) is displayed on the UI.
Service Contract Master Data Management

Field Service Mobile
  • Equipment
In order to view Service Contracts from the Master Data Management app, the visible checkbox in the advanced settings must be checked.
Note: If you set Read to All, you must also set the Read permission of Service Contract Equipment to all.
Service Contract Equipment Field Service Mobile
  • Equipment
Service Error Code Workforce Management
  • Assignment > Service Error Code (only with SAP ECC)
Service Suite Config my.coresuite.com
  • This permission is the base for the task configurator. The task configurator is only available on request.
Note: in order to create Signatures the user must also have Create permissions on Ratings.
Signature Field Service Mobile
  • Service Call/Sales Order/Quotation > Create Signature
Stock Level Field Service Mobile
  • Sales Orders/Quotations > Add Items > The colour behind the item shows the availability (green = available, yellow = stock is low, red = out of stock)
Stock Transfer Field Service Mobile
  • Activities of type Assignment > Reserved Material
Note: in order to be able to use this, you must also have the permissions for Reserved Material.
Time Project Field Service Mobile
  • Efforts, Expenses & Materials
  • Create Effort
    If you check this box, the users can create Efforts on Time Projects.*
  • Create Expense
    If you check this box, the users can create Expenses on Time Projects.*
  • Create Material
    If you check this box, the users can create Materials on Time Projects.*
  • Create Mileage
    If you check this box, the users can create Mileages on Time Projects.*

* You must first define the main settings under Effort/Expense/Material/Mileage.
Time Sub-Task Field Service Mobile
  • Efforts
Time Task Field Service Mobile
  • Efforts
User-Defined Fields Field Service Mobile
Workforce Management
Visitor Report Special Report for customers who use Microsoft CRM
  • Book on business partner
    If you check this box, the users can create Visitor Reports on Business Partners.
Warehouse Field Service Mobile
  • Items & Stock > Select a Material > Warehouse item > Stock Information
  • Material > Warehouse
Workforce Management
  • if using for Workforce Management, then apply permission ALL
Work Time Field Service Mobile
  • Work Time
Workforce Management
  • Work Time
  • Block Worktime Type “Presence”
    If you check this box, the Worktime Type “Presence” will be used as default.
  • Visible
    If you check this box, the “Work Time” module will appear in the menu of Field Service Mobile.
    If you do not check this, the “Work Time” module will not appear in the menu of Field Service Mobile.
Work Time Type Field Service Mobile
  • Work Time > Add > Type
Workforce Management
  • Work Time > Add > Type
Checklist Category Knowledge Management
Defect Field Service Mobile
Employee Department Field Service Mobile
  • Employees
Workforce Management
  • Resources
Visible
If you check this box, the "Employee Department" field will appear in the mobile application when an employee record is selected.
If you do not check this, the "Employee Department" field will not be visible.
Employee Position Field Service Mobile
  • Employees
Workforce Management
  • Resources
Visible
If you check this box, the "Employee Position" field will appear in the mobile application when an employee record is selected and in the workforce management application.
If you do not check this, the "Employee Department" field will not be visible.
Incident Field Service Mobile
  • Equipment
Workforce Management
  • Service Calls
Inventory Field Service Mobile
  • Items & Stock
Master Data Management
  • Items
Visible
If you check this box, the "Inventory" field will appear in the mobile application when an Item record is selected and in the workforce management application when .
If you do not check this, the "Inventory" field will not be visible.
Project Field Service Mobile
  • Activities
Workforce Management
  • Project Management
Note: if project has read-only permission, the option to dispatch activity will be grayed out for the Project Management user.
Project Phase Field Service Mobile
  • Activities
Workforce Management
  • Project Management
Requirement Workforce Management
Skills
This is used to associate requirements with a service call/activity. The service call/activity could then only be completed by a technician who has been tagged with the corresponding skills.
Sequence Field Service Mobile
Knowledge Management
  • Checklist Designer
This is used to make fields required/mandatory.
Shipping Type Field Service Mobile
  • Sales Order
Visible
If you check this box, the "Shipping Type" field will appear in the mobile application when a sales order is created.
If you do not check this, the "Shipping Type" field will not be visible.
Skill Workforce Management
  • Skills
Master Data Management
  • People
  • Equipment
  • Items
Note: this setting is used to enable the skills feature used in the Master Data Management and Workforce Management applications.
Tag Workforce Management
  • Skills
This is used for tagging/associating skills with technicians. When, for example, a service call and/or activity has requirements associated with it, only a technician who has been tagged with corresponding skills could be assigned.
Tax Field Service Mobile
  • Sales Orders
  • Quotations
  • Activities > Customer > Invoices
Translation my.coresuite.com A central place for storing everything that can be translated.
Currency FSM Standalone Visible
If you check this box, the "currency" field will appear in the Workforce Management application.
If you do not check this, the "currency" field will not be visible.
Note: this setting is ONLY available for users operating Field Service Management as a standalone solution without an ERP in the background.
Mileage Type Workforce Management > Time & Material Journal
Mileage Type Workforce Management
  • Time & Material Journal (standalone)

Note: this setting is ONLY available for users operating Field Service Management as a standalone solution without an ERP in the background.
Payment Terms Field Service Mobile
  • Sales Orders > Sales Order Report > Payment Terms
This setting is used to enable the Payment Terms field to appear in the sales order report.
Custom Rule Admin
  • Business Rules & Notifications
This permission setting is used to enable and manage the Business Rules & Notifications functionality, with which you can specify application actions to occur (such as sending an SMS message) when certain conditions have occurred.
Service Call Type Workforce Management (standalone) This setting is used to view and manage the Service Call Type field.

Note: this setting is ONLY available for users operating Field Service Management as a standalone solution without an ERP in the background.
Usage Field Service Mobile
  • Sales Orders
This setting is used to enable the usage feature in the Sales Order module of the mobile application.
Plugin A plugin can be any JS UI widget.
Project Project Management This setting is used to enable/limit the usage of the Project Management app.
Note: The Project Management app is available to Global license holders.
Project Phase Project Management This setting is used to enable/limit the creation of project phases and subphases for a Project.
Note: The Project Management app is available to Global license holders.
Purchase Order Field Service Mobile This setting is used to enable the Purchase Order functionality in the mobile application, which is used to manage the product and service purchases from external suppliers.
Work Time Pattern Master Data Management

Workforce Management
This setting is used to create and manage work time patterns that are assigned to employees. Work time patterns will display on the planning board of the Workforce Management app.
UDO Value Admin > Custom Objects This setting is used to create and manage custom objects and custom fields.
UDO Meta Admin > Custom Objects This setting is used to create and manage metadata related to a custom object
Competitor Product Field Service Mobile This setting is used to create and manage competitor product pricing information in the mobile application.
Crowd Assignment Marketplace This setting is required to use the Crowd Service and Marketplace features in Coresystems Field Service Managmement and assign service calls and activities to crowd service partners. This setting is by default ALL when the Crowd License has been purchased.
Crowd Assignment Marketplace This setting is required to use the Crowd Service and Marketplace features in Coresystems Field Service Managmement and create, manage, and view crowd service partners. This setting is by default ALL when the Crowd License has been purchased.
Crowd Execution Record Marketplace This setting is required to use the Crowd Service and Marketplace features in Coresystems Field Service Managmement and create, manage, and view the execution record of service calls and activities completed by crowd service partners. This setting is by default ALL when the Crowd License has been purchased.
Crowd Person Marketplace This setting is required to use the Crowd Service and Marketplace features in Coresystems Field Service Managmement and create, manage, and view the technicians created by the crowd service partners to whom service calls and activities can be assigned. Crowd Persons are created when completing the crowd service partner registration process. This setting is by default ALL when the Crowd License has been purchased.
Crowd Person Availability Marketplace This setting is required to use the Crowd Service and Marketplace features in Coresystems Field Service Managmement and create, manage, and view the availability of crowd service partners and their technicians. This setting is by default ALL when the Crowd License has been purchased.
Crowd Skill Marketplace This setting is required to use the Crowd Service and Marketplace features in Coresystems Field Service Managmement and create, manage, and view skills assigned to technicians by crowd service partners. This skills are selected and applied when completing the crowd service partner registration process. This setting is by default ALL when the Crowd License has been purchased.
Team Project Management This setting is required to view, create, and manage Teams in the Project Management app. Teams consist of two or more technicians, and can be assigned to a project and its related activities.