Set permissions for an individual employee or technician

Overview

Office employees and technicians have default permissions based on their roles, and you can customize these permissions for an individual without affecting the role's defaults.

Things to know

• Manually added permissions for an employee or technician, if not assigned to a role, are temporary unless they are an admin. System updates reset individual permissions to match the role. To make changes permanent, set the permission for an employee or technician role.

• You can also set specific reporting permissions and Pricebook permissions.

• If you are connected to Enterprise Hub, in the Role Source field, you can see if the employee was created in ServiceTitan or in Enterprise Hub.

Set permissions for an individual employee

To edit permissions for an individual office employee:

1. Go to the top toolbar and click Settings .

2. In the side panel, go to People > Employees.

3. Under Employees, click Edit for the employee whose permissions you want to set. 

4. Click Permissions.

5. In the sections below, select or deselect the permission to enable or disable it:        

   • Access to Admin

   • Accounting

   • Customer Communications

   • Job Booking & Dispatching

   • Lead Generation

   • Payroll & Admin

   • Pricebook

   • Purchasing & Inventory

   • Selling & Performing Work

6. For information about these permissions in each section, see Explanation of office employee permissions in ServiceTitan. You can search for permissions in the Search field.  If you are unsure what granting permission will do, you can hover over the permission to get a description.  If you want to reset to default permissions, click Permission Actions > Reset to defaults for [Role]. You can also create a new role based on the selected permissions from this menu. 

7. When finished, click Save Changes.

Edit Enterprise Hub employees

If you are connected to Enterprise Hub, you can edit Enterprise Hub employees.

Note: Employees created in Enterprise Hub can have their role permissions changed only in Enterprise Hub. For more, see Manage users in Enterprise Hub.

You can edit Enterprise Hub employees' basic information, except for the Role and Email fields.

1. Go to the top toolbar and click Settings .

2. In the side panel, go to People > Employees.

3. Under Employees, click Edit for the employee whose basic information you want to edit.

4. When finished, click Save Changes.

Set permissions for an individual technician

To edit permissions for an individual technician:

1. Go to the top toolbar and click Settings .

2. In the side panel, go to People > Technicians. 

3. Under Technicians, click Edit for the technician whose permissions you want to change.

4. Click Permissions.

5. In the sections below, select or deselect the permission to enable or disable it:        

   • Accounting

   • Customer Communications

   • Job Booking & Dispatching

   • Lead Generation

   • Payroll & Admin

   • Pricebook

   • Purchasing & Inventory

   • Selling & Performing Work

6. For information about these permissions, see Explanation of technician permissions in ServiceTitan.  

   Tip: You can search for permissions in the Search field.

   If you are unsure what granting permission will do, you can hover over the permission to get a description.
   If you want to reset to default permissions, click Permission Actions > Reset to defaults for Service Technicians. You can also create a new role based on the selected permissions from this menu. 

7. When you're done, click Save Changes.

Want to learn more?

• See Add and manage office employee profiles

• See Add and manage technician profiles