---
title: Roles required for Field Service Guided Setup
description: Different roles are required to perform various steps in Field Service Guided Setup.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/field-service-management/roles-required-for-field-service-guided-setup.html
release: australia
topic_type: reference
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Reference, Field Service Management]
---

# Roles required for Field Service Guided Setup

Different roles are required to perform various steps in Field Service Guided Setup.

|Step|Role required|
|----|-------------|
|Define Locations|import\_admin|
|Create Users|user\_admin|
|Create Groups|user\_admin|
|Assign Group Roles|user\_admin|

|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|

|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|

|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|

|Step|Role required|
|----|-------------|
|State Flows|wm\_admin|
|UI Actions|ui\_action\_admin|
|Questionnaires|wm\_admin|
|Time Recording|wm\_admin|
|Contextual Search|wm\_admin|

|Step|Role required|
|----|-------------|
|Create Maintenance Plans|wm\_admin|
|Create Maintenance Schedules|wm\_admin|

|Step|Role required|
|----|-------------|
|Input Google Maps API Key|wm\_admin|
|Enable Google Maps API Travel Time|wm\_admin|

|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|

**Parent Topic:**[Field Service Management reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/field-service-management/fsm-reference.md)