Set permissions for an employee or technician roleLast updated on 03/31/2022

• You can also set permissions for an individual employee or technician

1. Navigate to Settings > People > Role Permissions.

2. Under Employee Roles, click Add.

3. Enter the role Name.

4. When you are finished, click Save. The Create New Role box closes.

5. You can then make changes to the new role's permissions in the sections below. Select or deselect the permission to enable it.

   • General

   • 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 ServiceTitan defaults.

6. When you're done, click Save Changes.

To change permission settings for an entire employee role, complete the following:

1. Navigate to Settings > People > Role Permissions.

2. Click the Edit Pencil next to the desired employee role.

   Note: The following employee roles are available: Dispatch, Accounting, Field Manager, Admin.

3. Locate the permissions you want to enable / disable. Tip: Use the Search field to locate desired permissions.

   Permissions are sorted by which ServiceTitan workflow they affect. If you are unsure what changing a permission will do, you can hover over it to see a short description.

4. To enable or disable permissions, check or uncheck permission(s) as desired. Note: If you wish to reset employee permissions to the default permissions, click Role Actions > Reset to ServiceTitan defaults.

5. To apply permission updates to existing employees with this role, click Role Actions > Save and update existing user permissions.

   If you want to apply these updated permission settings to new employees only (not to existing employees), do NOT click Save and update existing user permissions.

   1. If you click Save and update existing user permissions, a confirmation box appears. Click Save and Update to confirm the action. Note: If you click Save and update existing user permissions, you will lose any custom permissions set for individual employees assigned to this role.

6. When you are finished with your selections, click Save Changes.

ServiceTitan allows you to create technician roles. This is especially useful if you employ helpers or other types of technicians. To create a new technician role, complete the following:

1. Navigate to Settings > People > Role Permissions.

2. Click Add Technician Role.

3. Enter the technician role Name.

4. The Create New Role box closes.

5. You can then make changes to the new role's permissions. In the sections below, select or deselect the permission to enable or disable it.

   • Accounting

   • Customer Communications

   • Job Booking & Dispatching

   • Pricebook

   • Purchasing & Inventory

   • Selling & Performing Work

   Note: For information about these permissions in each section, 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 ServiceTitan defaults.

6. When you're done, click Save Changes.

Technician roles are typically more restricted users than employee roles. Technician access is limited to functions related to customers and jobs that are assigned to them. To set technician permissions by role, complete the following:

1. Navigate to Settings > People> Role Permissions.

2. Click the Edit Pencil next to the desired technician role.

3. Locate the permissions you want to enable / disable. Tip: Use the Search field to locate desired permissions.

   Permissions are sorted by which ServiceTitan workflow they affect. If you are unsure what changing a permission will do, you can hover over it to see a short description.

4. To enable or disable permissions, check or uncheck permission(s) as desired. Note: If you wish to reset technician permissions to the default permissions, click Role Actions > Reset to ServiceTitan defaults.

5. To apply permission updates to existing technicians, click Role Actions > Save and update existing user permissions.

   If you want to apply these updated permission settings to new technicians only (not to existing technicians), do NOT click Save and update existing user permissions.

6. If you click Save and update existing user permissions, a confirmation box appears. Click Save and Update to confirm the action. Note: If you click Save and update existing user permissions, you will lose any custom permissions set for individual technicians.

7. When you are finished with your selections, click Save Changes.

• Visit ServiceTitan Academy to enroll in Managing ServiceTitan Permissions

• See Set permissions for an individual employee or technician