This video describes how you can set up a user to be a “Read Only” user in the Dispatcher Console.
A “Read Only” user has access to view the gantt, Service Appointment, Service Resource, etc details, however, does not have access to edit objects or change the schedule.
Having a “Read Only” user is beneficial in scenarios like:
- Operation center managers who need access to view the schedule to handle escalations
- Field Technician team leads who need to view the schedule of their entire team to see where they will be located through the day
- Call center reps who need to handle exceptions when failing to get slots
- Sales teams who want to view the gantt to schedule visits with customers
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