Service Provider Business Objects and Role Permissions

1. Objects Accessible by Service Provider Roles

• Settings path: Service Connector → System Settings → Full Features Configuration → Service Provider Portal → Object Management

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• Service Provider Portal → Business Objects: objects that Service Providers need to view or use
• Business Objects: the portal includes a set of predefined business objects exposed to Service Providers. Deleting them is not recommended. Click [Add Object] to expose additional visible objects.

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• For each business object you must configure which Record Types are visible to Service Provider Roles, the assignment layouts, and data permissions. Example: Work Order

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2. Service Provider Portal Role Permissions

Function permissions: based on Interconnection Roles, assign different functional permissions to different Roles and add Terminal users to the corresponding Roles. This separates and isolates portal capabilities for Service Providers, including:

• Object-level functionality: whether a feature entry is visible. For example, if the Interconnection Role “Service Provider Engineer” has the “View List” permission removed for the Device object, Terminal users in that Role cannot see the Device entry.
• Action permissions: business actions such as Create and Edit.

• Field permissions: configure object field Read/Write, Read-Only, or Hidden for an Interconnection Role. For example, set the Notes field on Work Order to Hidden for the Interconnection Role “Service Provider Engineer”.

• ShareCRM Service includes a set of predefined Roles for the Service Provider Portal. For more Interconnection Role settings, see: https://help.fxiaoke.com/2615/ebc1/d910/7562

• You can assign object permissions, action permissions, and field permissions to Service Provider Roles.
  • Object entry permission: configure whether an object appears as an entry in the Interconnection app. “View List” controls the object entry visibility.
  • Object detail permission: configure access to the object’s detail page. “View Details” controls access to the object detail page. If not granted, Terminal users cannot view Work Order detail pages.
  • Action permissions: granting action permissions is the prerequisite for Terminal users to perform operations on records. If you revoke Create, Edit, or Import, those action buttons will not appear on lists or detail pages.

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