---
sourceDocument: Australia Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/field-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Roles required for Field Service Guided Setup

# Roles required for Field Service Guided Setup {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Different roles are required to perform various steps in Field Service Guided Setup.
{#roles-required-for-field-service-guided-setup__table_yrv_cjy_13c__entry__2}

| Step | Role required |
|-|-|
| Define Locations | import_admin |
| Create Users | user_admin |
| Create Groups | user_admin |
| Assign Group Roles | user_admin |
[Tabelle : 1. Foundation Data]

{#roles-required-for-field-service-guided-setup__table_yrv_cjy_13c} {#roles-required-for-field-service-guided-setup__table_mp1_pjy_13c__entry__2}

| Step | Role required |
|-|-|
| Define Model Categories | sn_cmdb_admin |
| Create Product Models | sn_cmdb_admin |
| Create Stockrooms | wm_admin |
| Create Stock Rules | wm_admin |
| Create Assets | wm_admin |
[Tabelle : 2. Products, Assets, and Inventory]

{#roles-required-for-field-service-guided-setup__table_mp1_pjy_13c} {#roles-required-for-field-service-guided-setup__table_vnz_mky_13c__entry__2}

| Step | Role required |
|-|-|
| Create Work Order Task Types | personalize_dictionary |
| Set Up View Rules | delegated_developer |
| Set Up UI Policies | ui_policy_admin |
| Set Up Client Scripts | client_script_admin |
| Set Up Business Rules | business_rule_admin |
| Set Up UI Actions | ui_action_admin |
| Set Up Process Flow Formatter | workflow_admin |
| Set Up Roles | user_admin |
| Set Up ACLs | wm_admin |
| Set Up Work Categories | wm_admin |
| Set Up Work Types | wm_admin |
| Setup Field Service Management Configuration | wm_admin |
| Set Up Work Configuration | wm_admin |
[Tabelle : 3. Work Configurations]

{#roles-required-for-field-service-guided-setup__table_vnz_mky_13c} {#roles-required-for-field-service-guided-setup__table_gmm_3ly_13c__entry__2}

| Step | Role required |
|-|-|
| Configure Field Service Management | wm_admin |
| Work Order Templates | wm_admin |
| Scheduling and Dispatch | wm_admin |
| Define SLAs | wm_admin |
| Self-Service Appointment Booking | wm_admin |
[Tabelle : 4. Field Service Process]

{#roles-required-for-field-service-guided-setup__table_gmm_3ly_13c} {#roles-required-for-field-service-guided-setup__table_jgg_sly_13c__entry__2}

| Step | Role required |
|-|-|
| State Flows | wm_admin |
| UI Actions | ui_action_admin |
| Questionnaires | wm_admin |
| Time Recording | wm_admin |
| Contextual Search | wm_admin |
[Tabelle : 5. Field Service Workflow]

{#roles-required-for-field-service-guided-setup__table_jgg_sly_13c} {#roles-required-for-field-service-guided-setup__table_ust_1my_13c__entry__2}

| Step | Role required |
|-|-|
| Create Maintenance Plans | wm_admin |
| Create Maintenance Schedules | wm_admin |
[Tabelle : 6. Planned Maintenance]

{#roles-required-for-field-service-guided-setup__table_ust_1my_13c} {#roles-required-for-field-service-guided-setup__table_s4m_fmy_13c__entry__2}

| Step | Role required |
|-|-|
| Input Google Maps API Key | wm_admin |
| Enable Google Maps API Travel Time | wm_admin |
[Tabelle : 7. Google Maps]

{#roles-required-for-field-service-guided-setup__table_s4m_fmy_13c} {#roles-required-for-field-service-guided-setup__table_vdd_kmy_13c__entry__2}

| Step | Role required |
|-|-|
| Onboard Contractor Company | admin |
| Onboard External Manager | user_admin |
| Create Group | user_admin |
| Configure Group selection criteria | user_admin |
| Onboard External Agent | user_admin |
[Tabelle : 8. Contractor Management]

{#roles-required-for-field-service-guided-setup__table_vdd_kmy_13c}