Security Roles Overview

To view available Security Roles and their level of access in detail, go to Account > Settings, and click ‘Security Roles’.

This section summarises the type of access which comes with each Security Role

Business Owner

• Full access to everything.

• Can remove jobs.

• Can edit Check In times/durations.

  By default, the Account Owner’s security role is set to the Default Business Owner role. Other staff members (e.g. business partners) can also be set to a Default Business Owner role, however keep in mind that there is only one Account Owner for the ServiceM8 account.

Finance

• Access to all jobs, quoting, invoicing, items/services, job history, clients and settings.
• Access to costing and profit.
• No access to reports.

Staff

• Access to all jobs, job history and clients.
• Can see all staff schedules.
• Can see sale pricing.
• Can add existing Items/Services to jobs.
• Can create new Items/Services.
• Can see job Diaries.
• Can see job quotes and invoices.
• Can quote and invoice clients.
• No access to costing or profit.
• No access to settings
• No access to reports.

Staff (No Material Creation)

• Access to all jobs, job history and clients.
• Can see all staff schedules.
• Can see sale pricing.
• Can add existing Items/Services to jobs.
• Can see job Diaries.
• Can see job quotes and invoices.
• Can quote and invoice clients.
• No access to create new Items/Services.
• No access to costing or profit.
• No access to settings
• No access to reports.

Staff (No Pricing)

• Access to all jobs, job history and clients.
• Can see all staff schedules.
• Can add existing Items/Services to jobs.
• Can create new Items/Services.
• Can see job Diaries.
• Can see attachments in the Diary.
• Cannot see Quote & Invoice PDFs generated in the job card.
• Cannot quote or invoice clients.
• No access to quotes, invoices or pricing.
• No access to costing or profit.
• No access to settings.
• No access to reports.

Staff (No Pricing, No Attachments)

Note: this role is not available in new accounts.

• Access to all jobs, job history and clients.
• Can see all staff schedules.
• Can add existing Items/Services to jobs.
• Can create new Items/Services.
• Can see job Diaries.
• Cannot see attachments in the Diary, including Quote & Invoice PDFs generated in the job card.
• Cannot quote or invoice clients.
• No access to quotes, invoices or pricing.
• No access to costing or profit.
• No access to settings.
• No access to reports.

Contractor

• Can see their own jobs and schedule only.
• Can see sale pricing.
• Can add existing Items/Services to jobs.
• Can create new Items/Services.
• Can see job Diaries.
• Can see job quotes and invoices.
• Can quote and invoice clients.
• Cannot create jobs.
• Cannot see other staff.
• No access to clients (other than clients on jobs allocated/scheduled to them).
• No access to costing or profit.
• No access to settings.
• No access to reports.

Strict Contractor

• Can see their own jobs and schedule only.
• No access to quotes, invoices or pricing.
• Cannot create jobs.
• Cannot add Items/Services to jobs.
• Cannot quote or invoice clients.
• Cannot see other staff.
• No access to clients (other than clients on jobs allocated/scheduled to them).
• No access to create new Items/Services.
• No access to job Diaries.
• No access to costing or profit.
• No access to settings.
• No access to reports.

How to set a staff member’s Security Role

To edit a staff member’s Security Role, go to Account > Settings > Staff, click ‘Edit’ next to the relevant staff member, then select the appropriate role in the ‘Security Role’ dropdown: