Understanding employee and technician permission rolesLast updated on 03/22/2022
Certain permissions are turned on or off by default, depending on the employee or technician role. Here's a general overview of default settings for the following roles:
Admins
Dispatchers
Accounting
Field Managers
Technicians
Sales Managers
CSRs
General office
You can adjust permissions for any employee or technician role (Settings > People > Role Permissions).
You always have the option to reset permissions to default settings. Just go to Role Actions > Reset to ServiceTitan defaults.
Understanding Roles
Default Permissions for AdminBy default, an Admin CAN
|
Default Permissions for DispatchersDispatchers can do anything from scheduling jobs and dispatching technicians, and even filling in as CSRs as needed. Due to the nature of their roles, they are allowed more permissions to help their team in many areas. By default, Dispatchers CAN
By default, Dispatchers CANNOT
|
Default Permissions for AccountingBy default, Accounting CAN
By default, Accounting CANNOT
|
Default Permissions for Field ManagersBy default, Field Managers CAN
By default, Field Managers CANNOT
|
Default Permissions for TechniciansTechnicians have access to ServiceTitan Mobile only: they cannot log in to ServiceTitan desktop. And in ServiceTitan Mobile, technicians only have access to the jobs and customers assigned to them. By default, Technicians CAN
By default, Technicians CANNOT
|
Default Permissions for Sales ManagersBy default, Sales Managers CAN
By default, Sales Managers CANNOT
|
Default Permissions for CSRsCustomer Service Representative (CSRs) take calls and interact with customers, but they’re not responsible for scheduling and dispatching. By default, CSRs CAN
By default, CSRs CANNOT
|
Default Permissions for General OfficeBy default, General Office CAN
By default, CSRs CANNOT
|
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.