Control who manages service agreement templates and statuses with Service Agreement permissions
This improvement gives administrators four dedicated permissions that control who can create and edit service agreements, build service agreement templates, change agreement status, and change visit status.
Available inCore
Feature type
Enhancement
Industry
Commercial Service and ReplacementCommercial Construction
Roles
AdministratorsOffice employees
Region
All regions
What's changing
Service agreement access is now governed by four dedicated permissions in Settings, so you can decide separately who builds templates, who creates and edits agreements, who changes the status of an agreement, and who changes the status of a visit. Set each one for an individual employee or for a role. Edit Service Agreement Status is nested beneath Create/Edit Service Agreement, so you can hold back activation and cancellation rights from people who still need day to day access to agreements. Existing access carries over when the permissions are introduced, so no one loses access at release and administrators can adjust from there.
Workflow comparison — before & after
← Before
✓ After
1.Go to the navigation bar and click Settings.
1.Go to the navigation bar and select Settings.
2.In the side panel, select People > Employees, then select an employee and open Permissions.
2.In the side panel, select People > Employees for one person, or People > Role Permissions for a role.
3.Go to Lead Generation > Memberships, Campaigns, and Follow Ups.
3.Open Permissions and go to Lead Generation > Memberships, Campaigns, and Follow Ups.
4.Look for permissions that control create or edit access for service agreements or visits and find that none exist..
4.Set Create/Edit Service Agreement Templates, Create/Edit Service Agreements, and Edit Visit Status for that person or role.
5.Set Edit Service Agreement Status, which is nested beneath Create/Edit Service Agreements.
6.Select Save Changes.
⚠ There are no dedicated service agreement permissions, so access is all or nothing. Anyone who can open an agreement can also create one, activate it, cancel it, and change the status of its visits.
✓ Each part of service agreement work is permissioned on its own, so building templates, creating agreements, changing agreement status, and changing visit status can each sit with a different group. Existing access carries over at release, so no one loses access on day one.
An administrator turns off Edit Visit Status for newer CSRs so they cannot dismiss or delete a visit on an activated agreement by mistake.
A service manager keeps Edit Service Agreement Status with two senior coordinators, so no one else can activate or cancel a contracted revenue commitment.
An accounting lead who only needs to review agreements gets none of the four permissions and still sees agreement records, with the edit actions turned off.
Commercial Construction
A project manager who builds Preventive Maintenance agreement templates keeps Create/Edit Service Agreement Templates turned on, while the coordinators who attach visits to jobs do not.
An operations manager gives the estimating team Create/Edit Service Agreement so they can draft agreements attached to a bid, but withholds Edit Service Agreement Status so activation stays with the contracts lead.
How to prepare
01
Have an administrator reach out to Support or your Customer Success Manager (CSM) to have Service Agreements and any prerequisite configurations enabled.
02
Review the four new permissions and decide which roles should hold each one.
Create/Edit Service Agreement Templates
Create/Edit Service Agreement
Edit Service Agreement Status
Edit Visit Status
03
Train administrators on where the permissions live, at Settings > People > Employees for one person or Settings > People > Role Permissions for a role.
04
Bookmark any knowledge base articles or Academy videos for team training.