Service Titan Knowledge Base

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:

  1. Go to the navigation bar and click Settings settings.png.

  2. From the side menu, select People > Employees.

  3. On the Employees page that opens, select the employee whose permissions you want to set and click Edit.

    The Edit Employee page opens.

  4. Click the Permissions tab.

  5. 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:

  1. Go to the navigation bar and click Settings settings.png.

  2. From the side menu, select People > Technicians.

  3. On the Technicians page that opens, select the technician whose permissions you want to set and click Edit. The Edit Technician page opens.

  4. Click the Permissions tab.

  5. 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.




Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.