Salesforce Field Service Office Hours

Field Service - Read Only Dispatcher Console

This video describes how you can set up a user to be a “Read Only” user in the Dispatcher Console.

A “Read Only” user has access to view the gantt, Service Appointment, Service Resource, etc details, however, does not have access to edit objects or change the schedule.

Having a “Read Only” user is beneficial in scenarios like:


* Operation center managers who need access to view the schedule to handle escalations
* Field Technician team leads who need to view the schedule of their entire team to see where they will be located through the day
* Call center reps who need to handle exceptions when failing to get slots
* Sales teams who want to view the gantt to schedule visits with customers