Inventory permissions for office employees and technicians

Overview

Assigning permissions to your employees and technicians allows you to manage your inventory more efficiently. You can control who can view and edit your inventory through employee permissions so you can protect potentially sensitive Pricebook details.

Note: Depending on your account's configuration, you might see one or more of the following:
Items and Pricing instead of Pricebook.
Customer instead of Homeowner.
Procurement instead of Inventory.
The names are different, but everything works the same way. For more, see Commercial Personalization Platform - FAQ.

Who uses this feature

Administrators and managers
Applies to all business types

Feature configuration

Account configuration is required to use this feature. Please contact Technical Support for details.

Employee permissions

To change an individual employee's purchasing and inventory permissions:

Go to the top toolbar and click Settings.
From the side menu, select People > Employees.
On the Employees screen that opens, select the employee whose permissions you want to set and click Edit.
On the Edit Employee screen that opens, click the Permissions tab.
Go to Purchasing & Inventory.

You can now change an individual employee's purchasing and inventory permissions. For more details about permissions, see Explanation of office employee permissions in ServiceTitan.

Technician permissions

To change an individual technician's purchasing and inventory permissions:

Go to the top toolbar and click Settings.
From the side menu, select People > Technicians.
On the Technicians screen that opens, select the technician whose permissions you want to set and click Edit.
On the Edit Technician screen that opens, click the Permissions tab.
Go to Purchasing & Inventory.

You can now change an individual technician's purchasing and inventory permissions. For more details about permissions, see Explanation of ServiceTitan Mobile technician permissions in ServiceTitan.