# Field service permission sets by user role

*Agentforce Field Service and Operations Consultant Study Guide · Permissions and Sharing · Last updated October 29, 2026 · https://www.certifyforce.com/study-guide/agentforce-field-service-consultant/permissions-and-sharing/field-service-permission-sets-by-user-role*

Which Field Service managed package permission set fits each user (admin, dispatcher, call center rep, resource, integration user, site users and guests), how the sets nest, and where you create them.

- Certification: Salesforce Agentforce Field Service and Operations Consultant
- Exam section: Permissions and Sharing
- Study guide: https://www.certifyforce.com/study-guide/agentforce-field-service-consultant

**Official exam objective:**

> Understand use cases for different types of Agentforce Field Service and Operations permission sets.

## What the exam expects

- Match each Field Service user role to the permission sets the managed package creates for it.
- Explain how the Call Center Rep, Resource, Dispatcher and Admin permission sets nest, and apply least privilege.
- Pick the right set for non-human and external users: integration users, authenticated Experience Cloud site users and unauthenticated guests.
- Create the permission sets from Field Service Settings and know which legacy license permission sets newer orgs don't get.

Key terms:
- **Managed package:** the Field Service package that adds Guided Setup, the scheduling console, the optimizer and scheduling policies on top of the core objects.
- **Permission set (Field Service):** a role-based set such as Field Service Dispatcher Permissions, generated from Field Service Settings.
- **Permission set license (PSL):** a license such as Field Service Scheduling that unlocks managed package or mobile features for a user.
- **Global actions:** Field Service actions such as Book Appointment, Get Candidates and Emergency.
- **Integration user:** a dedicated user for background optimization, automatic scheduling and bundling.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Base permission for all users | Field Service Standard, included in Field Service user licenses | [Permission Set Licenses](https://help.salesforce.com/s/articleView?id=sf.fs_perm_set_licenses.htm&language=en_US&type=5) |
| Where sets are created | Field Service Admin app, Field Service Settings, Getting Started, Permission Sets | [Create Permission Sets](https://help.salesforce.com/s/articleView?id=sf.pfs_get_started.htm&language=en_US&type=5) |
| Call Center Rep Permissions | Minimum set for Book Appointment, Get Candidates and Emergency | [Create Permission Sets](https://help.salesforce.com/s/articleView?id=sf.pfs_get_started.htm&language=en_US&type=5) |
| Dispatcher Permissions | Call Center Rep + Resource permissions, plus console and optimization | [Create Permission Sets](https://help.salesforce.com/s/articleView?id=sf.pfs_get_started.htm&language=en_US&type=5) |
| Admin Permissions | Dispatcher permissions plus configuration permissions | [Create Permission Sets](https://help.salesforce.com/s/articleView?id=sf.pfs_get_started.htm&language=en_US&type=5) |
| Resource role | Mobile License + Scheduling License + Resource Permissions | [Create Permission Sets](https://help.salesforce.com/s/articleView?id=sf.pfs_get_started.htm&language=en_US&type=5) |
| Legacy license sets | Admin License and Call Center Rep License not created in newer orgs | [Create Permission Sets](https://help.salesforce.com/s/articleView?id=sf.pfs_get_started.htm&language=en_US&type=5) |
| Guest User | Unauthenticated booking and scheduling actions | [Create Permission Sets](https://help.salesforce.com/s/articleView?id=sf.pfs_get_started.htm&language=en_US&type=5) |
| Create a permission set | Requires Manage Profiles and Permission Sets | [Create Permission Sets](https://help.salesforce.com/s/articleView?id=sf.pfs_get_started.htm&language=en_US&type=5) |

## Check yourself

- Which permission does an admin need to create a Field Service permission set?
- When does a permission set tile stop showing the Create Permissions link?
- Which three permission sets does the Field Service Resource tile create?
- Why can't you rely on the Field Service Admin License permission set in a new org?

## Sources

- [Create Field Service Permission Sets](https://help.salesforce.com/s/articleView?id=sf.pfs_get_started.htm&language=en_US&type=5)
- [Field Service Permission Set Licenses](https://help.salesforce.com/s/articleView?id=sf.fs_perm_set_licenses.htm&language=en_US&type=5)
- [Agentforce Field Service and Operations](https://help.salesforce.com/s/articleView?id=service.fs_overview.htm&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 5 linked practice questions, and unlimited timed mock exams are included with the Agentforce Field Service and Operations Consultant pack (USD $19): https://www.certifyforce.com/practice-exams