--- title: "Set permissions for an individual employee or technician" slug: "set-permissions-for-an-individual-employee-or-technician" updated: 2026-10-16T03:41:04Z published: 2026-10-16T03:41:04Z canonical: "help.servicetitan.com/set-permissions-for-an-individual-employee-or-technician" --- > ## 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 permissions for an individual employee or technician ## Overview Office employees and technicians have default permissions based on their roles, and you can customize these permissions for an individual without affecting the role's defaults. --- ### #### Who uses this feature - Administrators - Applies to all business types - Applies to all trades ## Things to know - Manually added permissions for an employee or technician, if not assigned to a role, are temporary unless they are an admin. System updates reset individual permissions to match the role. To make changes permanent, [set the permission for an employee or technician role](/v1/docs/set-permissions-for-an-employee-or-technician-role). - You can also set specific [reporting permissions](/v1/docs/set-reporting-permissions) and [Pricebook permissions](/v1/docs/pricebook-permissions). - If you are connected to [Enterprise Hub](/v1/docs/enterprise-hub-1), in the **Role Source** field, you can see if the employee was created in ServiceTitan or in Enterprise Hub. ## Set permissions for an individual employee To edit permissions for an individual office employee: 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-permissions-for-an-individual-employee-or-technician-image-cd3h8ovb.png?sv=2026-02-06&spr=https&st=2026-10-29T23%3A49%3A41Z&se=2026-10-30T00%3A49%3A41Z&sr=c&sp=r&sig=iw170ef7lFwrCToKzWT%2FI5xFc4FUAowKIzURexTaQQE%3D)**. 2. In the side panel, go to **People** > **Employees**. 3. Under *Employees*, click **Edit** for the employee whose permissions you want to set. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-permissions-for-an-individual-employee-or-technician-image-64ogqn57.png?sv=2026-02-06&spr=https&st=2026-10-29T23%3A49%3A41Z&se=2026-10-30T00%3A49%3A41Z&sr=c&sp=r&sig=iw170ef7lFwrCToKzWT%2FI5xFc4FUAowKIzURexTaQQE%3D) 4. Click **Permissions**. 5. In the sections below, select or deselect the permission to enable or disable it: - Access to Admin - Accounting - Customer Communications - Job Booking & Dispatching - Lead Generation - Payroll & Admin - Pricebook - Purchasing & Inventory - Selling & Performing Work 6. For information about these permissions in each section, see [Explanation of office employee permissions in ServiceTitan](/v1/docs/explanation-of-office-employee-permissions-in-servicetitan). You can search for permissions in the **Search** field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-permissions-for-an-individual-employee-or-technician-image-suujqjfs.png?sv=2026-02-06&spr=https&st=2026-10-29T23%3A49%3A41Z&se=2026-10-30T00%3A49%3A41Z&sr=c&sp=r&sig=iw170ef7lFwrCToKzWT%2FI5xFc4FUAowKIzURexTaQQE%3D) If you are unsure what granting permission will do, you can hover over the permission to get a description. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-permissions-for-an-individual-employee-or-technician-image-w2z0fob2.png?sv=2026-02-06&spr=https&st=2026-10-29T23%3A49%3A41Z&se=2026-10-30T00%3A49%3A41Z&sr=c&sp=r&sig=iw170ef7lFwrCToKzWT%2FI5xFc4FUAowKIzURexTaQQE%3D) If you want to reset to default permissions, click **Permission Actions** **> Reset to defaults for [Role]**. You can also create a new role based on the selected permissions from this menu. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-permissions-for-an-individual-employee-or-technician-image-6c95zld0.png?sv=2026-02-06&spr=https&st=2026-10-29T23%3A49%3A41Z&se=2026-10-30T00%3A49%3A41Z&sr=c&sp=r&sig=iw170ef7lFwrCToKzWT%2FI5xFc4FUAowKIzURexTaQQE%3D) 7. When finished, click **Save Changes**. ## Edit Enterprise Hub employees If you are connected to Enterprise Hub, you can edit Enterprise Hub employees. > [!NOTE] > **Note:** Employees created in Enterprise Hub can have their role permissions changed only in Enterprise Hub. For more, see [Manage users in Enterprise Hub](/v1/docs/manage-users-in-enterprise-hub). You can edit Enterprise Hub employees' basic information, except for the **Role** and **Email** fields. 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-permissions-for-an-individual-employee-or-technician-image-lwuaqek6.png?sv=2026-02-06&spr=https&st=2026-10-29T23%3A49%3A41Z&se=2026-10-30T00%3A49%3A41Z&sr=c&sp=r&sig=iw170ef7lFwrCToKzWT%2FI5xFc4FUAowKIzURexTaQQE%3D)**. 2. In the side panel, go to **People >** **Employees**. 3. Under *Employees*, click **Edit** for the employee whose basic information you want to edit. 4. When finished, click **Save Changes**. ## Set permissions for an individual technician To edit permissions for an individual technician: 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-permissions-for-an-individual-employee-or-technician-image-k15084oh.png?sv=2026-02-06&spr=https&st=2026-10-29T23%3A49%3A41Z&se=2026-10-30T00%3A49%3A41Z&sr=c&sp=r&sig=iw170ef7lFwrCToKzWT%2FI5xFc4FUAowKIzURexTaQQE%3D)**. 2. In the side panel, go to **People** > **Technicians**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-permissions-for-an-individual-employee-or-technician-image-3ng6mtkt.png?sv=2026-02-06&spr=https&st=2026-10-29T23%3A49%3A41Z&se=2026-10-30T00%3A49%3A41Z&sr=c&sp=r&sig=iw170ef7lFwrCToKzWT%2FI5xFc4FUAowKIzURexTaQQE%3D) 3. Under *Technicians*, click **Edit** for the technician whose permissions you want to change. 4. Click **Permissions**. 5. In the sections below, select or deselect the permission to enable or disable it: - Accounting - Customer Communications - Job Booking & Dispatching - Lead Generation - Payroll & Admin - Pricebook - Purchasing & Inventory - Selling & Performing Work 6. For information about these permissions, see [Explanation of technician permissions in ServiceTitan](/v1/docs/explanation-servicetitan-mobile-technician-permissions). > [!TIP] > **Tip:** You can search for permissions in the **Search** field. If you are unsure what granting permission will do, you can hover over the permission to get a description. If you want to reset to default permissions, click **Permission Actions > Reset to defaults for Service Technicians**. You can also create a new role based on the selected permissions from this menu. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-permissions-for-an-individual-employee-or-technician-image-l3stxyjg.png?sv=2026-02-06&spr=https&st=2026-10-29T23%3A49%3A41Z&se=2026-10-30T00%3A49%3A41Z&sr=c&sp=r&sig=iw170ef7lFwrCToKzWT%2FI5xFc4FUAowKIzURexTaQQE%3D) 7. When you're done, click **Save Changes**. ## FAQ --- ### #### How do I give another employee access to see our customers' payment history? Decide if you'd like to update the permissions for an [individual employee](/v1/docs/set-permissions-for-an-individual-employee-or-technician) or [by role](/v1/docs/set-permissions-for-an-employee-or-technician-role). Then check the box in the *Payments* section of *Permissions* for the option *View Customer Payments Hub*. Consider adding [additional accounting permissions](/v1/docs/explanation-of-office-employee-permissions-in-servicetitan#accounting-permissions) before clicking **Save Changes**. #### How can I set up user roles and permissions for marketing features? You can grant office employees access to the ServiceTitan Marketing Pro module and its features. To grant access, make sure the **Can access ServiceTitan Marketing Pro module** permission box is selected for the employee that should have access. For more, see [Set permissions for an individual employee or technician](/v1/docs/set-permissions-for-an-individual-employee-or-technician). #### Can agencies sign in to use Marketing Pro? Yes. You’ll need to [create a new office employee](/v1/docs/add-and-manage-office-employee-profiles) user account for the agency. When creating their account, make sure the [Can access ServiceTitan Marketing Pro module](/v1/docs/set-permissions-for-an-individual-employee-or-technician) permission box is selected. #### Who can update passwords if an employee or technician can't sign in? An administrator--or any employee with the *Edit another user's username and password* permission enabled--can send a password reset email or set a temporary password in ServiceTitan. No need to call ServiceTitan. To manage permissions, visit [Set permissions for an individual employee or technician](/v1/docs/set-permissions-for-an-individual-employee-or-technician). ## Want to learn more? - See [Add and manage office employee profiles](/v1/docs/add-and-manage-office-employee-profiles) - See [Add and manage Technician Profiles](/v1/docs/add-and-manage-technician-profiles) ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The user record for a field technician in ServiceTitan, containing schedule, skills, pay rates, certifications, and performance history. **What it does:** Centralizes all information needed to schedule, pay, and evaluate a technician from a single record. **Also called:** Tech profile, Field user record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)