Inventory permissions for office employees and techniciansLast updated on 09/13/2022
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.
Employee permissions
To change an individual employee’s purchasing and inventory permissions:
Go to the navigation bar 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 navigation bar 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 technician permissions in ServiceTitan.
Want to learn more?
Visit ServiceTitan Academy and enroll in Purchasing & Inventory Essentials
See Explanation of office employee permissions in ServiceTitan
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.