Explanation of office employee permissions in ServiceTitanLast updated on 10/05/2022
Account configuration is required for any permission with "See note" in the Turned on by default for these roles column. Please contact Technical Support for details.
To set any of the following permissions for an individual, see Set permissions for an individual employee or technician. To set the permissions for an entire role, see Set permissions for an employee or technician role.
The following permissions are listed in the order they are displayed in ServiceTitan. If you’re looking for a specific permission, use the Search field located above the list of permissions.
Permissions are separated into the different workflows they impact. If you are unsure what a permission does if turned on, you can hover over the permission name to see a short description. Depending on your account configuration, you may not have access to all the workflows and permissions listed below. If you are interested in any of the permissions that require account configuration, please contact Technical Support for details.
By default, Administrator roles are granted all permissions.
Access to Admin Permissions
General
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Access settings | Allows the employee to access the Settings section of ServiceTitan | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General office, Admin |
Academy company admin | Allows the employee to assign courses to employees, track Academy progress, and run reports | Admin |
View alerts | Allows the employee to view alerts | Dispatch, Accounting, Field Manager, Sales Manager, General Office, Admin |
Accept new feature terms of use | Allows the employee to view or agree to Terms and Conditions for integrations | Admin |
Edit alerts | Allows the employee to add or edit alerts | Dispatch, Accounting, Field Manager, Admin |
Edit company profile | Allows the employee to edit company profile settings | Dispatch, Accounting, Field Manager, Admin |
Edit tag type | Allows the employee to add or edit tag types | Dispatch, Accounting, Field Manager, Admin |
Forwarding number settings | Allows the employee to update the forwarding number in Phone Settings | Admin |
Edit custom field type | Allows the employee to create or edit custom fields | Dispatch, Accounting, Field Manager, Admin |
Edit access to partner portals | Allows the employee to edit Partner Portal access | Admin |
View TitanExchange | Allows the employee to add TitanExchange in the Settings menu | Admin |
Import/export data | Allows the employee to import or export data in the Import/Export tab in Settings | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Can access Global Payroll settings | Allows the employee to access the global payroll settings page | Admin |
See property data | Allows the employee to see the location’s property data from the Location page, Estimates, Jobs, etc. Data examples are square footage and number of bedrooms | See note |
Edit Intacct Account | Allows the employee to access Intacct settings | See note |
Manage API application access | Allows the employee to access Manage API V2 clients page to choose the API scopes and generate Client ID and Secret | See note |
Access Customer Portal setup | Allows the employee to setup the Customer Portal for your business | See note |
Phones Pro account access | Allows the employee to make updates to Phones Pro settings | See note |
View TitanAdvisor | Allows the employee to access TitanAdvisor | See note |
TitanAdvisor - Update goals | Allows the employee to modify the stack ranking of your top company goals, thereby updating TitanAdvisor’s feature recommendations | See note |
Generate API application key | Allows developers (software engineers) to generate App keys from the developer portal | See note |
Account configuration is required for any permission with "See note" in the Turned on by default for these roles column. Please contact Technical Support for details.
Accounting Permissions
Adjustment Invoices
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Add adjustment invoice | Allows the employee to make changes to an exported invoice by adding an adjustment invoice | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Edit tech performance on adjustment invoices | Allows the employee to include adjustment invoice in technician-based performance reporting | Admin |
Delete adjustment invoices | Allows the employee to delete adjustment invoices | Dispatch, Accounting, Field Manager, Admin |
Batching Invoices
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View batches | Allows the employee to view an invoice batch | Accounting, Field Manager, Admin |
Unpost batches | Allows the employee to unpost an invoice batch | Accounting, Field Manager, Admin |
Create batches | Allows the employee to create a new invoice batch | Accounting, Field Manager, Admin |
Bypass invoices | Allows the employee to select transactions on the Pending Export report and exclude them from exporting | Accounting, Admin |
Post batches | Allows the employee to post an invoice batch | Accounting, Field Manager, Admin |
Bypass posted batches | Allows the employee to exclude all transactions in a batch at the same time | Admin |
Edit Tech performance on adjustment invoices | Allows the employee to include adjustment invoice in technician based performance reporting | Admin |
Edit exported invoices and payments | Allows the employee to edit an invoice and/or payment after it is marked exported | See note |
Account configuration is required for any permission with "See note" in the Turned on by default for these roles column. Please contact Technical Support for details.
Billing
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View billing or updated credit card | Allows the employee to view ServiceTitan billing history and update credit card paying for ServiceTitan | Admin |
Receive billing alerts | Allows the employee to receive billing alerts from ServiceTitan Billing | Admin |
Invoices
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
AR management | Allows the employee to view a list of customers with an outstanding balance. Manage your monthly customer statements by printing, emailing, or charging your customers | Admin |
| Allows the employee to view, email, and print or download customer balance statements. Note: This permission requires the AR management permission to be turned on. | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
| Allows the employee to bulk charge a customer’s statement balance that has a payment method on file Note: This permission requires the AR management permission to be turned on. | Admin |
Edit equipment price | Allows the employee to edit equipment prices on estimates and invoices | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Charge interest | Allows the employee to charge interest to customers who have outstanding invoices | Dispatch, Accounting, Field Manager, Admin |
View invoice | Allows the employee to view invoices | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
View invoice numbers | Allows the employee to view the invoice numbers assigned to technicians | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit invoice | Allows the employee to edit invoices and adjust split invoices | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Add invoice assignment | Allows the employee to assign invoice numbers to a technician | Dispatch, Accounting, Field Manager, Admin |
Remove invoice assignment | Allows the employee to assign invoice numbers to technicians | Admin |
Edit invoice item | Allows the employee to add or edit invoice items including tasks, materials, and equipment on invoices and adjustment invoices | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Add voided invoice | Allows the employee to create a voided invoice number, so the invoice number cannot be used again | Dispatch, Accounting, Field Manager, Admin |
Delete invoice item | Allows the employee to delete an invoice item | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Remove voided invoice | Allows the employee to delete a voided invoice, so the invoice number can be used again | Admin |
Email invoice | Allows the employee to email an invoice to the customer | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit invoice type | Allows the employee to add or edit invoice types | Dispatch, Accounting, Field Manager, Admin |
Edit service price | Allows the employee to edit the unit price for services. This allows the employee to override item prices set in your pricebook. | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Edit general ledger accounts | Allows the employee to select or edit general ledger accounts | Admin |
Show cost details | Allows the employee to see material, labor, or equipment costs on invoices or estimates | Display User, Admin |
Edit material price | Allows the employee to edit the unit price for materials on estimates and invoices. This allows the employee to override item prices set in your pricebook. | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Edit invoice signature requirement | Allows the employee to mark invoice signatures as required/not required for technicians to close out a job | Admin |
Edit General Ledger accounts | Allows the employee to select or edit general ledger (GL) accounts | See note |
Allow editing of invoice item business unit | Allows the employee to edit an invoice item business unit for Business Unit Performance Report | See note |
Set tax status by invoice item | Allows the employee to set an item as taxable/non-taxable on an invoice | See note |
Edit point of sale settings | Allows the employee to access POS Locations in settings | See note |
Allow edit and update of previously exported transactions | Allows the employee to edit previously exported invoices and export the edits to your accounting system | See note |
Account configuration is required for any permission with "See note" in the Turned on by default for these roles column. Please contact Technical Support for details.
Payables
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Create bills & statements | Allows the employee to create and edit bills and statements to be sent to vendors | Accounting, Admin |
View bills & statements | Allows the employee to view vendor bills and statements | Accounting, Admin |
Create & edit bill payment | Allows the employee to pay individual bills, pay bills in bulk, edit bill payments, resubmit canceled bill payments, and pay vendor statements. Only bills in a Pending Export status can be deleted | Accounting, Admin |
View bill payment | Allows the employee to view the list and details of bill payments in the Payments section under Bill Management | Accounting, Admin |
Create vendor credits | Allows the employee to create vendor credits | Accounting, Admin |
Edit vendor credits | Allows the employee to edit vendor credits. Only credits in a pending export status can be edited | Accounting, Admin |
Delete vendor credits | Allows the employee to delete vendor credits. Only credits in a pending export status can be deleted | Accounting, Admin |
View vendor credits | Allows the employee to view the list and details of vendor credits in the Credits section under Bill Management | Accounting, Admin |
Account configuration is required for any permission with "See note" in the Turned on by default for these roles column. Please contact Technical Support for details.
Payments
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Create payment | Allows the employee to view, create, and edit payments. Note: Only bills in Pending Export status can be deleted. | Dispatch, Accounting, Field Manager, Admin |
| Allows the employee to delete a payment. Note: This permission requires the Create payment permission to be turned on. | Dispatch, Accounting, Field Manager, Admin |
| Allows the employee to delete a successful transaction payment. Note: This permission requires the Create payment permission to be turned on. | Dispatch, Accounting, Admin |
| Allows the employee to edit or delete a payment with a saved authorization code Note: This permission requires the Create payment permission to be turned on. | Admin |
| Allows the employee to apply an existing credit to one or more invoices Note: This permission requires the Create payment permission to be turned on. | See note |
| Allows the employee to batch in the same action as saving or charging the payment Note: This permission requires the Create payment permission to be turned on. | See note |
| Allows the employee to unapply an existing credit from one or more invoices Note: This permission requires the Create payment permission to be turned on. | See note |
| Allows the employee to unapply payment from the invoice even when the payment and invoice have both been exported Note: Create Payment and Unapply Payment Credit (Payment Collections) permissions must be enabled before enabling this permission. | See note |
Edit payment type | Allows the employee to add or edit payment types | Dispatch, Accounting, Field Manager, Admin |
Refund integrated payments | Allows the employee to refund payments using ServiceTitan Payments | Admin |
Receive mobile check deposit match failure emails | Allows the employee to receive alerts when the amount on a check does not match the mobile scan | Accounting, Admin |
Edit payment terms | Allows the employee to make changes to due dates at customer invoice level |