1. Assign entitlement management permissions to users.Users Who WillNeed These PermissionsPermissions Are Auto-Enabled on These Standard ProfilesSet up entitlement management, including milestones, entitlement processes, and entitlement templates“Manage Entitlements”System AdministratorProvide entitlement management to a community“Customize Application”AND“Create and Set Up Communities”System AdministratorCreate or update custom report types that include entitlement management“Manage Custom Report Types”System AdministratorCreate and run reports based on entitlement management custom report types “Create and Customize Reports”Read Only, Standard User, Solution Manager, Contract Manager, Marketing User, and System AdministratorCreate cases with entitlements“Create” on casesAND“Read” on entitlementsStandard User, Solution Manager, Contract Manager, Marketing User, and System AdministratorChange a case’s entitlement“Edit” on casesAND“Read” on entitlementsStandard User, Solution Manager, Contract Manager, Marketing User, and System AdministratorCreate work orders with entitlements“Create” on work ordersAND“Read” on entitlementsStandard User, Solution Manager, Contract Manager, Marketing User, and System AdministratorChange a work order’s entitlement“Edit” on work ordersAND“Read” on entitlementsStandard User, Solution Manager, Contract Manager, Marketing User, and System AdministratorVerify or view entitlements“Read” on entitlementsRead Only, Standard User, Solution Manager, Contract Manager, Marketing User, and System AdministratorCreate entitlements“Create” on entitlementsNone: enable the permission in a permission set or custom profileChange entitlements“Edit” on entitlementsNone: enable the permission in a permission set or custom profileView entitlement contacts“Read” on entitlement contactsRead Only, Standard User, Solution Manager, Contract Manager, Marketing User, and System AdministratorChange entitlement contacts“Create” on entitlement contactsAND“Delete” on entitlement contactsNone: enable the permissions in a permission set or custom profileVerify or view service contracts“Read” on service contractsRead Only, Standard User, Solution Manager, Contract Manager, Marketing User, and System AdministratorCreate service contracts“Create” on service contractsNone: enable the permission in a permission set or custom profileChange service contracts“Edit” on service contractsNone: enable the permission in a permission set or custom profileVerify or view contract line items“Read” on contract line itemsRead Only, Standard User, Solution Manager, Contract Manager, Marketing User, and System AdministratorAdd contract line items to service contracts“Edit” on service contractsAND“Create” on contract line items and “Read” on products and price booksNone: enable the permissions in a permission set or custom profileChange contract line items on service contracts“Edit” on service contractsAND“Edit” on contract line items and “Read” on products and price booksNone: enable the permissions in a permission set or custom profileTip If a standard profile doesn’t include a certain user permission, you cancreate a permission set and enable the permission in it. Or, clone the standard profileand enable the permission in the custom profile.
2. Set field-level security.Choose which entitlement management fields users can view and edit. Field-level security settings let you specify users’ access to fields in several areas of the user interface:Detail and edit pagesRelated listsList viewsReportsSearch resultsEmail and mail merge templatesCommunitiesYou can set field-level security from a permission set, profile, or a particular field. Important To let a user create cases from entitlements or change a case’s assigned entitlement, make the Entitlement Name field on cases editable for their profile.
3. Detail and edit pages
4. Related lists
5. List views
6. Reports
7. Search results
8. Email and mail merge templates
9. Communities