Set permissions for an individual employee or technicianLast updated on 03/22/2022
An office employee or technician’s default permissions are based on their assigned role. You can also customize permissions for an individual without affecting the default permissions for their role.
Things to know
You can also set permissions for an employee or technician role.
You can also set specific reporting permissions and Pricebook permissions.
Set permissions for an individual employee
To edit permissions for an individual office employee:
Go to the navigation bar and click Settings
.In the side panel, go to People > Employees.
Under Employees, click Edit for the employee whose permissions you want to set.
Click Permissions.
In the sections below, select or deselect the permission to enable to disable it
Access to Admin
Accounting
Customer Communications
Job Booking & Dispatching
Lead Generation
Payroll & Admin
Pricebook
Purchasing & Inventory
Selling & Performing Work
Note: For information about these permissions in each section, see Explanation of office employee permissions in ServiceTitan.
You can search for a permission in the Search field.
If you are unsure what granting a 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.
When you're done, click Save Changes.
.
Set permissions for an individual technician
To edit permissions for an individual technician:
Go to the navigation bar and click Settings .
In the side panel, go to People > Technicians.
Under Technicians, click Edit for the technician whose permissions you want to change.
Click Permissions.
In the sections below, select or deselect the permission to enable to disable it:
Accounting
Customer Communications
Job Booking & Dispatching
Lead Generation
Payroll & Admin
Pricebook
Purchasing & Inventory
Selling & Performing Work
Note: For information about these permissions, see Explanation of technician permissions in ServiceTitan. You can search for a permission in the Search field.
If you are unsure what granting a 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.
When you're done, click Save Changes.
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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.