--- title: "Set up Enterprise Hub role permissions" slug: "set-up-enterprise-hub-role-permissions" updated: 2026-10-15T00:32:09Z published: 2026-10-15T00:32:09Z canonical: "help.servicetitan.com/set-up-enterprise-hub-role-permissions" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Set up Enterprise Hub role permissions ## Overview Set up role permissions to have access to Enterprise Hub modules and efficiently manage and use your business. --- ### #### Who uses this feature - Owners, general managers, administrators, and centralized call center representatives (CSRs) - Applies to all business types #### Feature configuration - This feature requires an Enterprise Hub network. Contact your Customer Success Manager to request a network or contact [technical support](https://go.servicetitan.com/#/ask) for details. Things to know - Anyone with the *Manage Roles* permission enabled can: - See a list of all Enterprise Hub modules in the Select Enterprise Hub permissions screen - Access all Enterprise Hub modules - Grant other users permissions for specific Enterprise Hub modules - You can set single tenant permissions for Enterprise Hub user roles for Reporting and Dashboards. - Enable the *Allow data change requests to support* permission for Enterprise Hub users with the *Administrator* role who need to request changes, ensuring only authorized users can make such requests. Access Enterprise Hub permissions Access Enterprise Hub permissions by going to [enterprise-hub.servicetitan.com](http://enterprise-hub.servicetitan.com) and logging in with your credentials. 1. Click **User Management**. ![Overview of Enterprise Hub modules including User Management and Rollup Reporting features.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-enterprise-hub-role-permissions-image-lgz21urq.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A37Z&se=2026-10-31T03%3A37%3A37Z&sr=c&sp=r&sig=Xe%2FOtG6UOF%2Bf%2F8w7pbZ6cDxvwU0Bq%2BsbwreE7gzKtgs%3D) 2. In the *User Management* screen that opens, select **Roles**. 3. Create or edit an existing role. For more, see [Create and edit user roles in Enterprise Hub](/construction/docs/create-and-edit-user-roles-in-enterprise-hub-1). ## Set up Enterprise Hub permissions > [!TIP] > **Tip**: Use the search bar to search for permissions. In the *Select Enterprise Hub permissions* section, you can give the following permissions that affect the employee’s ability to use Enterprise Hub: - **User Management:** Permissions that affect the employee’s ability to manage existing users and create new users. - **TitanExchange:** Permissions that affect the employee’s ability to share, update, and manage TitanExchange library templates. - **My Tenants:** Permissions that affect the employee’s ability to view tenants. - **Centralized Contact Center (CCC):** Permissions that affect the employee’s ability to answer chats, calls, and web bookings in CCC. - **Rollup Reporting:** Permissions that affect the employee’s ability to create and run custom reports. - **API & Integrations:** Permissions that affect the employee’s ability to access the API and Integrations application. - **Centralized Contact Center Settings:** Permissions that affect the employee’s ability to find tenants by searching for their ZIP code and trade. - **Centralized Pricebook:** Permissions that affect the employee’s ability to create and manage their pricebook items. - **Rollup Dashboards:** Permissions that affect the employee’s ability to create and run custom dashboards. - **Financing Dashboard:** Permissions that affect the employee's ability to access the Financing Dashboard in Enterprise Hub. - **Marketing Pro:** Permissions that affect the employee’s ability to manage marketing campaigns. - **Audit Trail:** Permissions that affect the employee’s ability to enable API credentials on their account. - **Help Center:** Permissions that affect the employee’s ability to quickly find Enterprise Hub-related resources and create support cases from the Help Center. > [!NOTE] > **Note**: To select all permissions, click **All**. To clear all selected permissions, click **None**. ![User management permissions selection for Enterprise Hub roles, including view and create options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-enterprise-hub-role-permissions-image-1w5kzst1.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A37Z&se=2026-10-31T03%3A37%3A37Z&sr=c&sp=r&sig=Xe%2FOtG6UOF%2Bf%2F8w7pbZ6cDxvwU0Bq%2BsbwreE7gzKtgs%3D) ## Set up ServiceTitan permissions In the *Select ServiceTitan permission* section, you can give permissions that affect the employee’s ability to use ServiceTitan: - Access to Admin - Accounting - Customer Communications - Job Booking & Dispatching - Lead Generation - Payroll & Admin - Pricebook - Purchasing & Inventory - Selling & Performing Work - Dashboards - Reporting ![User interface for selecting ServiceTitan permissions with options for chat and messaging.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-enterprise-hub-role-permissions-image-wywcdavw.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A37Z&se=2026-10-31T03%3A37%3A37Z&sr=c&sp=r&sig=Xe%2FOtG6UOF%2Bf%2F8w7pbZ6cDxvwU0Bq%2BsbwreE7gzKtgs%3D) ## Manage reporting permissions for the tenant in Enterprise Hub There are five types of permissions to set for report templates and legacy templates. - View & Edit all newly added datasets - Allow, view, share, and edit all reports and dashboards - No Access - Can View - Can View & Edit ![Permissions settings for report templates, including access levels for various datasets.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-enterprise-hub-role-permissions-image-c60tuw8q.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A37Z&se=2026-10-31T03%3A37%3A37Z&sr=c&sp=r&sig=Xe%2FOtG6UOF%2Bf%2F8w7pbZ6cDxvwU0Bq%2BsbwreE7gzKtgs%3D) You can only view legacy reports. ![Permissions for viewing legacy reports categorized by department access levels.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-enterprise-hub-role-permissions-image-3om1ak09.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A37Z&se=2026-10-31T03%3A37%3A37Z&sr=c&sp=r&sig=Xe%2FOtG6UOF%2Bf%2F8w7pbZ6cDxvwU0Bq%2BsbwreE7gzKtgs%3D) ## Manage dashboard permissions for the tenant in Enterprise Hub Manage which modules you can view on the modular dashboard. ![Modular dashboard displaying employee access permissions for various modules and scorecards.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-enterprise-hub-role-permissions-image-3d2ou0fl.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A37Z&se=2026-10-31T03%3A37%3A37Z&sr=c&sp=r&sig=Xe%2FOtG6UOF%2Bf%2F8w7pbZ6cDxvwU0Bq%2BsbwreE7gzKtgs%3D) ## View reporting permissions for a single tenant 1. In Enterprise, click **My tenants**. 2. In the *My Tenants* section that opens, select the tenant and click **Sign in.** You are redirected to ServiceTitan. 3. In ServiceTitan, go to **Settings > Operations > Reporting Settings**. 4. Select the **Reporting Permissions** tab. 5. Select a role created from Enterprise Hub and click **View**. ![Dashboard displaying employee role permissions and editing options in Enterprise Hub.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-enterprise-hub-role-permissions-image-apjsazf0.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A37Z&se=2026-10-31T03%3A37%3A37Z&sr=c&sp=r&sig=Xe%2FOtG6UOF%2Bf%2F8w7pbZ6cDxvwU0Bq%2BsbwreE7gzKtgs%3D) 6. In the window that opens, view the reporting permissions. ## View dashboard permissions for a single tenant To set up dashboard permissions for each tenant: 1. In Enterprise, click **My tenants**. 2. In the *My Tenants* section that opens, select the tenant and click **Sign in.** You are redirected to ServiceTitan. 3. In ServiceTitan, go to **Settings > Operations > Dashboards**. 4. Select the **Permissions** tab. 5. View Enterprise Hub permissions. ![Dashboard settings showing role permissions for different user roles in Enterprise Hub.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-enterprise-hub-role-permissions-image-jxz53tn2.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A37Z&se=2026-10-31T03%3A37%3A37Z&sr=c&sp=r&sig=Xe%2FOtG6UOF%2Bf%2F8w7pbZ6cDxvwU0Bq%2BsbwreE7gzKtgs%3D) ## ## FAQ --- ### #### Will a user's permission be editable directly in a tenant? When User Roles are enabled for a network, all Enterprise Hub users will only be editable in Enterprise Hub. A direct-tenant permission change will not be allowed for an Enterprise Hub user. ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Enterprise Hub Introduction](https://servicetitan.docebosaas.com/academy/learn/courses/263/enterprise-hub-basics/lessons/2313:173/enterprise-hub-introduction) - See [Enterprise Hub](/construction/docs/enterprise-hub-home) ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A downloadable log of who changed what record and when. **What it does:** Provides change history for accountability, error investigation, and compliance across teams. **Also called:** Change history **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)