1. Implementing Fusion Field Service Work Orders
  2. Setting the Permission Group on Job Roles

Setting the Permission Group on Job Roles

You need to set permission groups for your user's CRM job roles so that when your users create a Fusion Field Service work order, they can view the activity associated with the work order in Field Service.

Steps to Enable Permission Groups

  1. Enable Profile Option: Navigate to the Manage Administrator Profile Values task in Setup and Maintenance.
  2. Set the profile ORA_AIC_SAS_INTEGRATION_ENABLED to Yes.
  3. Navigate to the Security Console: Tools > Security Console > Roles
  4. Edit Role: Search for the job role (like customer service representative, customer service manager, or any custom roles you've created) follow the next steps for each of the job roles you're using:
  5. Click Edit Role.
  6. Enable Group: On the Basic Information page, click Enable Permission Groups .
  7. Assign Duty Role: Go to the Role Hierarchy page, and add the necessary duty role that contains the permission groups.
  8. Go to the Summary tab and click Save and Close.