Security Roles Overview

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• 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. 

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

• Access to all jobs, job history and clients. 
• Can see all staff schedules.
• Can see sale pricing.
• Can add items/materials to jobs.
• 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.

• Access to all jobs, job history and clients. 
• Can see all staff schedules. 
• Can add items/materials to jobs. 
• 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.

Note: this role is not available in new accounts.

• Access to all jobs, job history and clients. 
• Can see all staff schedules. 
• Can add items/materials to jobs. 
• 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.

• Can see their own jobs and schedule only. 
• Can see sale pricing. 
• Can add items/materials to jobs.
• 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.

• Can see their own jobs and schedule only. 
• No access to quotes, invoices or pricing. 
• Cannot create jobs. 
• Cannot add items/materials 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 job Diaries. 
• No access to costing or profit. 
• No access to settings.
• No access to reports.

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: