Control access to Settings screens with granular permissions

Overview

The Granular Permissions feature lets you control which Settings screens your employees can access. Instead of all-or-nothing access, you can grant or restrict visibility screen by screen. This helps reduce risk while giving employees access only to what they need.

Who uses this feature

Administrators
Applies to all business types
Applies to all trades

Feature configuration

Account configuration is required to use this feature. Please contact Technical Support for details.

Things to know

This feature replaces the single Access Settings permission with granular child permissions.
When this feature is enabled, the Access Setting Permission section appears where you can grant access to individual Settings screens.
Turning off the master permission disables all child permissions.
Turning on the master permission allows selection of individual Settings screens.
Some screens are controlled by Access Settings main permissions, for example, Operations > Booking Sold Estimate, Operations > Document Management.
Some actions require both Access Settings and functional permissions, for example, Employees in Access Settings + Edit Employee/Technician in Payroll & Admin.
Some screens are still controlled by existing permissions in other sections.
Employees only see Settings screens they have permission to access.

Configure role permissions

Use this workflow to control which Settings screens a role can access.

Go to the top toolbar and click Settings .
In the side panel, go to Employees > People.
Click Edit next to the role you want to update.
Open the Permissions tab.
Enable the Access settings toggle.
Select the Settings screens this role should access, for example, Employees, Technicians, or Role Permissions.
When finished, click Save Changes.
Note: Turning the parent toggle off disables all child permissions.

Verify employee access with the new permissions

Ask the employee to log in with their ServiceTitan account.
Open Settings .
Confirm only permitted Settings screens are visible.
Confirm restricted pages are hidden as expected.

Granular permissions list

This feature includes the following permissions:

Your account	Company Profile Register for Texting
People	Employees Technicians Role Permissions
Communications	Customer Notifications Web Appointments
Operations	Business Hours ADP Work Locations Business Units Campaign Categories Campaigns Cancel and Hold Reasons Content Portal Custom Fields Custom Follow Up Customer Dashboards Forms Insurance Provider Job Booking Loyalty Program Reporting Settings Skills Service Agreement Templates Tag Types Zones Forecast Demand Navision Code Settings Second Chance Leads PLG
Integrations	Alerts Booking Providers Financing GPS Integrations Hover Settings IBS Intacct Job Type Mapping Measurements Mobile Payables Processing Payment Processing QuickBooks Online Vendor Integrations WPP (G12) Warranty Marketing Integrations Communications Customer Portal Operations Call Reasons
Dispatch Board	Alerts Clock In/Out Job Confirmations Rescheduled Reason Teams Management
Invoicing	Customer Statement Email OnlinePaymentsLink Payment and Invoice Types Payment Collections Payment Terms POS Locations Tax Zones
Marketing Pro	SuppressionList Custom Fields Digital Ads Email Validation Marketing Phone Numbers
Capacity Planning	Capacity Configuration Capacity Rules Ideal Booking %
Inventory and Purchasing	Glass Doctor Codes Glass Doctor Vendors Intracompany Transfer Types Configuration Inventory Locations Templates Payables Purchase Order Types Recurring Bills Recurring Inventory Counts Return Types Transfer Types
Accounting	General Ledger Accounts Costing Timesheet GL Mapping
Tools	Import/Export Data
Titan Intelligence	Data Preferences
Phones Pro	Second Chance Leads

Want to learn more?

See Set permissions for an employee or technician role