Permissions Management

In a Nutshell

Permissions are used throughout Field Service Management to customize application behavior. There are three essential components which compose permissions in Field Service Management:

Component	Description
Users	An account can consist of multiple users. Users refer to anyone with a login to Coresystems Field Service Management.
Companies	A company is a grouping of users. “Company” can reflect an actual company, or a department or branch within a company.
Permission Groups	Permission groups are then applied to companies and represent different roles or levels of access that you wish to provide different users within a company.

The following diagram is a representation of the relation between users, companies, and permission groups:

Permission Management Workflow

Create User Group

In addition to the prebuilt user groups, you can also create new user groups to customize application behavior for your users.

Select Business Object

After you have your permission groups in order, you will then be able to associate them with your companies. To do this, you will first select a Business Object whose behavior you wish to modify (example: Activity).

Select CRUD Operator

After selecting the business object, you will then choose which operations you wish to modify. The basic operations available in the application are Create, Read, Update, Delete.

Assign Operator Permission

After selecting the CRUD operator, you will then select for whom you wish to apply the settings. Options include: All, Own, and None,which will be applied to the Permission Group + Business Object + CRUD Operator combination.

CRUD Operators

The permissions assigned in the Coresystems Store are for CRUD operators (Create, Read, Update, Delete) available to users in the application:

Operator	Description
Create	Enables users to create a new resource in the application. For example, applying `Create` permissions on `Alerts` for `Own`, you would enable users assigned to the permission group to creat their own alerts in the application.
Read	Enables users to read resources in the application. For example, applying `Read` permissions on `Approvals`for `Own`, you would enable users assigned to the permission group** to read approvals if they have been defined as a decision maker.
Update	Enables users to update existing resources in the application. For example, by applying `Update` permissions on `Checklist` for `Own`, you would enable users assigned to the permission group to update their own checklists.
Delete	Enables users to delete existing resources in the application. For example, by applying `Delete` permissons on `Quotations` for `None`, you would prevent users assigned to the permission group from deleting quotations–even those they create themselves.

Note:

Not all CRUD operators are available for every permissions setting.

Operation Permissions

When applying permission settings, there are three options available:

Option	Description
All	By selecting, the permissions settings will be available for all users associated with the given permission group. For example, if you applied `Read` on `Attachments` and assigned it to `All`, you would be able to read/view all attachments.
Own	By selecting, the permissions settings (example `Update` on `Activity`) will be available for all users associated with the given permission group. For example, if you applied `Update` on `Activity` and assigned it to `Own`, you would be able to update your own activities.
None	By selecting, the permissions settings (example `Delete` on `Quotations`) will be available for no users associated with the given permission group. For example, if you applied `Delete` on `Quotations` and assignted it to `None`, you would be unable to delete quotations.

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 Based on the object type selection, the UI Permissions values will change. 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

Use the following table to search for the relevant business object options:

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.