Set up Enterprise Hub role permissions

Overview

Set up role permissions to have access to Enterprise Hub modules and efficiently manage and use your business.

Things to know

• Anyone with the Manage Roles permission enabled can:

  • See a list of all Enterprise Hub modules in the Select Enterprise Hub permissions screen

  • Access all Enterprise Hub modules

  • Grant other users permissions for specific Enterprise Hub modules

• You can set single tenant permissions for Enterprise Hub user roles for Reporting and Dashboards.

• Enable the Allow data change requests to support permission for Enterprise Hub users with the Administrator role who need to request changes, ensuring only authorized users can make such requests.

Access Enterprise Hub permissions

Access Enterprise Hub permissions by going to enterprise-hub.servicetitan.com and logging in with your credentials.

1. Click User Management.
   

2. In the User Management screen that opens, select Roles.

3. Create or edit an existing role. For more, see Create and edit user roles in Enterprise Hub.

Set up Enterprise Hub permissions

In the Select Enterprise Hub permissions section, you can give the following permissions that affect the employee’s ability to use Enterprise Hub:

• User Management: Permissions that affect the employee’s ability to manage existing users and create new users.

• TitanExchange: Permissions that affect the employee’s ability to share, update, and manage TitanExchange library templates.

• My Tenants: Permissions that affect the employee’s ability to view tenants.

• Centralized Contact Center (CCC): Permissions that affect the employee’s ability to answer chats, calls, and web bookings in CCC.

• Rollup Reporting: Permissions that affect the employee’s ability to create and run custom reports.

• API & Integrations: Permissions that affect the employee’s ability to access the API and Integrations application.

• Centralized Contact Center Settings: Permissions that affect the employee’s ability to find tenants by searching for their ZIP code and trade.

• Centralized Pricebook: Permissions that affect the employee’s ability to create and manage their pricebook items.

• Rollup Dashboards: Permissions that affect the employee’s ability to create and run custom dashboards.

  Tip: Use the search bar to search for permissions.

• Marketing Pro: Permissions that affect the employee’s ability to manage marketing campaigns.

• Audit Trail: Permissions that affect the employee’s ability to enable API credentials on their account.

• Help Center: Permissions that affect the employee’s ability to quickly find Enterprise Hub-related resources and create support cases from the Help Center.

  Note: To select all permissions, click All. To clear all selected permissions, click None.

  

Set up ServiceTitan permissions

In the Select ServiceTitan permission section, you can give permissions that affect the employee’s ability to use ServiceTitan:

• Access to Admin

• Accounting

• Customer Communications

• Job Booking & Dispatching

• Lead Generation

• Payroll & Admin

• Pricebook

• Purchasing & Inventory

• Selling & Performing Work

• Dashboards

• Reporting
  

Manage reporting permissions for the tenant in Enterprise Hub

There are five types of permissions to set for report templates and legacy templates.

• View & Edit all newly added datasets

• Allow, view, share, and edit all reports and dashboards

• No Access

• Can View

• Can View & Edit
  

You can only view legacy reports.

Manage dashboard permissions for the tenant in Enterprise Hub

Manage which modules you can view on the modular dashboard.

View reporting permissions for a single tenant

1. In Enterprise, click My tenants.

2. In the My Tenants section that opens, select the tenant and click Sign in. You are redirected to ServiceTitan.

3. In ServiceTitan, go to Settings > Operations > Reporting Settings.

4. Select the Reporting Permissions tab.

5. Select a role created from Enterprise Hub and click View.
   

6. In the window that opens, view the reporting permissions.

View dashboard permissions for a single tenant

To set up dashboard permissions for each tenant:

1. In Enterprise, click My tenants.

2. In the My Tenants section that opens, select the tenant and click Sign in. You are redirected to ServiceTitan.

3. In ServiceTitan, go to Settings > Operations > Dashboards.

4. Select the Permissions tab.

5. View Enterprise Hub permissions.
   

Want to learn more?

• Visit ServiceTitan Academy and enroll in Enterprise Hub Introduction

• See Enterprise Hub