Service Titan Knowledge Base

Set reports-related permissionsLast updated on 04/07/2022

Manage office employee permissions to protect access to sensitive reporting details, reporting permissions, and scheduled reports.


Things to know


Set administrative reporting permissions

  1. Go to the navigation bar and click Settings settings.png. In the side panel, go to People > Employees.

  2. From the Employee screen, click Edit for the office employee you want to enable permissions for.

    The Edit Employee screen opens.

  3. Click the Permissions tab. Tip: Use the Search field to locate any of the below permissions.

  4. In the Reports section, select or deselect a permission to enable or disable it.

    • View Scheduled Report—Access the scheduled report screen

    • Edit Scheduled Report—Create and edit scheduled reports

    • Delete Scheduled Report—Delete scheduled reports

    • View All Scheduled Reports—View scheduled reports of all employees

  5. In the Timesheets section, select or deselect the following permissions:

    • View Hourly Pay On Timesheet Summary Report—View gross pay details in Technician Timesheet Summary reports Note: This permission does not control access to gross pay details in payroll-related reports based on the Master Pay File and Timesheets report templates.

  6. In the Employees & Technicians section, select or deselect the following permission:

    • Allow editing of reporting permissions—Edit reporting permissions by going to Operations > Reporting Settings > Reporting Permissions.

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




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