Permissions and Sharing5% of the exam
Service appointment sharing with assigned resources
How dispatched service appointments, their parent work orders and crew assignments are shared with the resources who do the work once org-wide defaults are Private, including what happens on reassignment, cancellation and for Experience Cloud users.
Explain how scheduled Service Appointments are shared with service resources.
~6 min read · 5 practice questions ·
What the exam expects
- Explain why a fresh managed package install shows every appointment to everyone, and lock it down with Private org-wide defaults.
- Choose the Field Service Settings that share dispatched appointments and their parent work orders with the assigned resources.
- Predict access after a resource is removed from an appointment, after cancellation, and for crew members versus crew leaders.
- Set Default External Access so Experience Cloud site users see their dispatched appointments.
Key terms:
- Org-wide default (OWD): the baseline record access per object, set in Sharing Settings as Default Internal Access and Default External Access.
- Dispatch sharing: the Field Service Settings option that shares a service appointment with its assigned resources once it's dispatched.
- Parent work order sharing: the companion option that also shares the appointment's parent work order with those resources.
- Crew leader: the service crew member who gets Read/Write on a dispatched crew appointment by default.
Key facts
OWDs after package install
- Detail
- Public Read/Write on Work Order, Work Order Line Item, Service Appointment
Where to restrict
- Detail
- Setup, Sharing Settings, Default Internal Access: Private
Permission to limit access
- Detail
- Field Service Admin Permissions
Resource removed from appointment
- Detail
- Appointment sharing deleted; parent work order sharing retained
Canceled appointment
- Detail
- Visible only to the owner and relevant dispatchers
Crew dispatch access
- Detail
- Members Read; leader Read/Write
Crew membership change
- Detail
- Doesn't refresh assigned resources or sharing
Owner change
- Detail
- Removes territory group sharing until Service Territory is updated
Sources for this section (2)
- Why does Help suggest sharing appointments with resources only once dispatched?
- When does a crew appointment's sharing refresh?
- Which org-wide default does the managed package set on Service Appointment at install?
- When should you turn off the Field Service Admin app's sharing options?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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