Create display user accountsLast updated on 09/09/2022
Create a display user account to display information on a shared monitor in your office. For example, you can project your dispatch board for customer service representatives and dispatchers. Or, you can display technician scorecards and performance reports so your managers can quickly check sales metrics.
Things to know
Display user accounts have limited employee permissions that cannot be edited.
Display users have permission to view Pricebook, job, and scheduling details, but do not have permission to edit these details.
By default, display users have access to view and edit reports. To restrict report access, you can edit reporting permissions for display users.
Create a display user account
Go to the navigation bar and click Settings . From the side panel, go to People > Employees.
Click Add to create a new account.
The Add an Employee screen opens.
In the About Employee section, enter employee details for the display user:
In the Employee Name field, enter a name for your display user.
From the Company Positions dropdown, select General Office - Non Management.
From the Role dropdown, select Display User.
In the Contact Information section, enter an email address in the Email field.
Note: Use an email address not in use by another ServiceTitan account.
When you’re done, click Save.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.