Set Pricebook permissions

Overview

Control who can view and edit your pricebook through employee permissions so you can protect sensitive pricebook details.

Things to know

• By default, Pricebook permissions are assigned based on employee roles. As an administrator, you can edit permissions for individual employees or technicians.

• By default, technicians have permission to edit prices for all Pricebook item types.

• Technicians with permission can edit the prices of items on estimates and invoices. They cannot edit prices in your pricebook.

• Set permissions for an employee or technician role by going to Settings > Operations > Permissions.

• Without the View Pricebook permission, Pricebook does not appear in an employee’s navigation bar and they can’t access URLs that link to your pricebook.

Set employee permissions

To change an individual employee’s permissions, edit their employee record:

1. Go to the navigation bar and click Settings .  

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. Select or deselect Pricebook-related permissions in the Pricebook section:

   • Edit service: Can create, edit, and deactivate service items

   • Edit material: Can create, edit, and deactivate material items

   • Edit equipment: Can create, edit, and deactivate equipment items

   • Edit category: Can create, edit, and deactivate categories and subcategories

   • Edit discounts and fees: Edit discounts and fees set for Pricebook items

   • View pricebook: Can access Pricebook and view items

   • Modify equipment cost: Edit the cost of equipment items on invoices

   • View and edit markup rules: View or update markup table rules

   • View Pricing Rates: Can access and view pricing rates

   • Create/Edit Pricing Rates: Can create and edit pricing rates

   • Edit customer & location rate sheets: Can edit customer and location rate sheets

   • Edit invoice/estimate /project rate sheets: Can edit invoice, estimate, and project rate sheets
     

6. Select or deselect additional Pricebook-related permissions, not in the Pricebook section:

   Tip: Use the Search field to locate these permissions.

   • Edit invoice Item: Can add and edit pricebook items on invoices and estimates

     Note: Employees cannot edit prices on invoices and estimates without this permission enabled.

   • Import/export Data: Can import and export files, including Pricebook .XLSX files and reports

     Note: If an employee has this permission and doesn’t have Pricebook edit permissions, they still can import pricebook items.

   • Edit service Price: Can change service item prices on invoices and estimates

   • Edit material Price: Can change material item prices on invoices and estimates

   • Edit equipment Price: Can change equipment item prices on invoices and estimates

7. When finished, click Save Changes.

Set technician permissions

Control how technicians can change prices on invoices and estimates. For example, you might want to give an equipment sales technician the flexibility to change equipment prices but not a membership and other service prices. To change an individual technician’s permissions, edit their technician record:

1. Go to the navigation bar and click Settings .

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 Pricebook-related permissions in the Pricebook section:

   1. View Item Prices: Allows technicians to:

      1. View prices of individual pricebook items

      2. View invoice and estimate totals

      3. Email and print invoices

      4. Collect payments

   2. Mobile add on checkbox: Can add on Pricebook prices
      

6. Select or deselect additional Pricebook-related permissions not found in the Pricebook section:

   Tip: Use the Search field to locate these permissions.

   1. Edit Service Price: Can change service item prices on invoices and estimates

   2. Edit Equipment Price: Can change equipment item prices on invoices and estimates

   3. Edit Material Price: Can change material item prices on invoices and estimates

7. When finished, click Save Changes.

Want to learn more?

• Visit ServiceTitan Academy and enroll in Managing Employee Settings