Transition to a Live Company: Verify Field Service Settings
Verify Field Service settings when going live with your test company.
See Transition a Test Company to a Live Company for more details.
Field Service
- Select .
- Ensure that the appropriate users have access to Field Service, and, if applicable, HR Timecard for your live company.
- Select .
- Ensure that Employee Groups assigned in the following portal settings are
assigned to your live company (if a setting is blank, it may not be in
use):
- User Group for Field Service
- User group to allow adding and editing of service items on a service site
- User group to allow adding and editing of work order header information
