--- title: "Set memberships permissions" slug: "set-memberships-permissions" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch"] updated: 2026-10-16T01:11:22Z published: 2026-10-16T01:11:22Z canonical: "help.servicetitan.com/set-memberships-permissions" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Set memberships permissions ## Overview You can manage access to membership-related features through account permissions. --- ### ****Who uses this feature**** - Administrators - Primarily benefits Residential Service and Replacement business types - Applies to all trades ## Things to know - You can [set permissions for an employee or technician role](/residential-s-r/docs/set-permissions-for-an-employee-or-technician-role) by going to **Settings** > **People >** **Role Permissions**. ## Set office employee permissions To change an individual employee’s permissions, edit their employee record: 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A05Z&se=2026-11-09T12%3A29%3A05Z&sr=c&sp=r&sig=T00o7qSHt%2Bj3iwaOLWMsRFDCp1VOZOC6SSgaYl0H8wg%3D). 2. In the side panel, go to **People** **>** **Employees**. 3. Click **Edit** for the employee whose permissions you want to set. 4. In the Edit Employee record, click **Permissions**. 5. In the *Memberships, Campaigns, & Follow Ups* section, select or deselect memberships-related permissions: - **Edit Membership type**: Can edit membership types > [!NOTE] > **Note:** This permission does not allow the employee to edit individual Customer Memberships. - **Edit Recurring service type**: Can edit recurring service types > [!NOTE] > **Note:** This permission does not allow the employee to edit individual customer Recurring services. - **Edit customer membership**: Can edit membership on Customer Records or locations - **Sell or renew a membership from customer or location**: Enables *Sell Membership* button on customer and Location Records - **Access Dismiss button on Recurring service events page**: Can dismiss multiple recurring service events in Follow Ups and customer membership records 6. When finished, click **Save Changes**. ## Set technician permissions To change an individual technician’s permissions, edit their technician record: 1. Go to the top toolbar and click Settings ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A05Z&se=2026-11-09T12%3A29%3A05Z&sr=c&sp=r&sig=T00o7qSHt%2Bj3iwaOLWMsRFDCp1VOZOC6SSgaYl0H8wg%3D). 2. In the side panel, go to **People** **>Technician**. 3. Find the technician you want to set permissions for and click **Edit**. 4. In the Edit Technician record, click **Permissions**. 5. Select or deselect memberships-related permissions: - **Mobile add on checkbox**: Enables the *APPLY MEMBERSHIP ADDON* button, allowing technicians to [sell membership add-ons](/residential-s-r/docs/sell-membership-add-ons-in-servicetitan-mobile). 6. When you’re done, click **Save Changes**. ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Managing Employee Settings](https://servicetitan.docebosaas.com/academy/learn/courses/394/Managing-Employee-Settings) - See [Memberships glossary](/residential-s-r/docs/memberships-glossary) The template used to set up a membership for a customer. It includes recurring service types, tags, pricing, accounting details, and duration and billing details. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The template used to set up recurring services for a service location. It includes details to help book recurring service events into jobs including job type, business unit, recurrence type, and duration type. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)