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User permissions for Service Management

User permissions required to manage service plans and aervice calls on Cloud

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Written by Ashok P

Service Management introduces some new service-related user permissions on Cloud. The following are the permissions.

Sales representatives will require the "Create and manage service plans" permission if they want to edit the service plan when adding it to a quote.

Existing User Groups

By default, users in the built-in "Administrator" user group are assigned all the service-related permissions. Users in the built-in "User" group are not assigned service-related permissions.

If you want to assign service-related permissions to your custom user groups, click "Edit" for the user group, and this will open the modal with the permissions. Enable the required service-related permissions.

New User Groups

If you want a new team to manage services, click "New user group," enable the required services-related permissions, and add users to the new group.

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