This glossary explains terms that are related to security roles.
Jobs
Show Jobs Menu (mobile devices) - This security role setting has been removed, and has no effect on the current version of the ServiceM8 App.
Show New Job Button - This allows you to enable/disable creating a new job.
Allow staff to see unassigned jobs? When Enabled, staff can view jobs which are not assigned to any staff member.
Show Active Jobs Button (mobile devices) - This security role setting has been removed, and has no effect on the current version of the ServiceM8 App.
Restrict access to jobs with Category - This allows you to restrict a staff member to only view jobs in a particular Category.
Allow staff to see all staff schedules? - When Enabled, staff can view the schedules of other staff members in the same account.
Job Actions
Show Client Signoff Button - Allows you to show/hide Client Sign off button job from the app.
Show Quote Button - Allows you to show/hide Quote button job from the app.
Show Invoice Button - Allows you to show/hide Invoice button job from the app.
Show Work Order Button - Allows you to show/hide Work Order button job from the app. (Requires Work Order Mode add-on to be enabled, you will need to contact ServiceM8 Support for access.)
Show Other Document Templates - This security role setting has been removed, and has no effect on the current version of the ServiceM8 App.
Show Text Note Button - Allows you to show/hide Text Note button job from the app.
Show Photo Button - Allows you to show/hide Photo button job from the app.
Show Task Button - Allows you to show/hide Task button job from the app.
Show Diagram Button (iPad) - Allows you to show/hide Diagram button job from the app. This feature is available only on iPad devices.
Show Allocate Job Button - Allows you to show/hide Allocate button job from the app.
Show Schedule Job Button - Allows you to show/hide Schedule button job from the app.
Show Queue Job Button - Allows you to show/hide Queue button job from the app.
Show Email Button - Allows you to show/hide Email button job from the app.
Show SMS Button - Allows you to show/hide SMS button job from the app.
Show Forms Button - Allows you to show/hide Forms button job from the app.
Checkout Process
Checking out of a quote shows checkout wizard - Allows you to enable or disable the Checkout Wizard from appearing when a staff member checks out of a job on the mobile app.
Checking out of a job produces a ... - Allows you to choose the type of document that is produced when a staff member uses the Checkout Wizard on the mobile app. You can choose from Invoice or Work Order.
Job Diary
Show Job Diary - Allows you to show/hide saved all information for a job
Show Bookings - Allows you to show/hide saved bookings details in job diary
Show Status Changes - Allows you to show/hide job status changes activity in job diary
Show Photos - Allows you to show/hide photos in job diary
Show Notes - Allows you to show/hide notes in job diary
Show Attachments - Allows you to show/hide uploaded attachments in job diary
Show Email/SMS Messages - Allows you to show/hide SMS and email messages activity in job diary
Show Forms - Allows you to show/hide produced forms in job diary
Items / Services
Show Items/Services - Allows you to show/hide the materials/services page online, from job card and on the app.
Can add new items/services - Allows you to enable/disable adding a new items/services on the app and online.
Can see items/services pricing - Allows you to show/hide pricing when adding or viewing items/services on the job card. This applies to both online and the app.
Dispatch Board
Show Dispatch Board - Allows you to show/hide dispatch board online.
Show New Job Button - Allows you to show/hide the new job button for creating a job online.
Clients
Show Clients - Allows you to show/hide Client section online and from the main menu on the app.
Show Add Client Button - Shows/hides the Add Client button on the mobile app.
Show Remove Client Button - Allows you to show/hide deletion button online and from the app
Show Client History Button - Shows/hides the "Job History" button when viewing a Client in the mobile app
Job History
Show Job History - Allows you to show/hide the Job History page online.
Show Remove job Button - Allows you to show/hide remove button from the Job History page online.
Invoicing
Show Invoicing - Allows you to show/hide the Invoicing page online and from the app.
Reports
Show Reports - Allows you to show/hide the Reporting page online.
Staff
Show Staff - Allows you to show/hide the Staff page online.
Allow staff to see other staff? - Controls whether the staff member can see other staff on the dispatch map, and send and receive staff messages.
Can add/invite new staff members - Allows you to control whether the user can invite a new staff member online and from the app.
Settings
Show Forms - Allows you to show/hide forms management.
Show Inbox - Allows you to show/hide Inbox settings.
Show Job Categories - Allows you to show/hide Job Categories settings.
Show Addons/Integrations - Allows you to show/hide ServiceM8 add-ons settings.
Show Job Queues - Allows you to show/hide Job Queues settings.
Show Materials/Services - Allows you to show/hide Materials & Services management.
Show Badges - Allows you to show/hide Badges settings.
Show Allocation Windows - Allows you to show/hide Allocation Windows settings.
Show Email/SMS/Document Templates - Allows you to show/hide Email/SMS/Document Templates
Show Staff - Allows you to show/hide Staff management.
Show Security Roles - Allows you to show/hide Security Roles settings.
Show Mobile Settings Wizard - This security role setting has been removed, and has no effect.
Show ServiceM8 Billing - Allows you to show/hide ServiceM8 Account/Billing settings.
Show Database Backup - Allows you to show/hide Backup options.
Show Preferences - Allows you to show/hide Preferences settings.
Show Locations - Allows you to show/hide locations management.
Mobile Access
Can See Map Button - This security role setting has been removed, and has no effect.
Can See ToDo Button - This security role setting has been removed, and has no effect
Can See Queues Button - Allows you to show/hide Queues within the filters menu on the Jobs page of the mobile app.
Can See Schedule Button - This security role setting has been removed, and has no effect
Can See Messages Button - This security role setting has been removed, and has no effect
Can Search on App - Allows you to show/hide job/client search.
Can See Calendar - Allows you to show/hide Calendar view in the Jobs section.
Can See Staff Schedules - Allows you to show/hide the Staff Schedules section within the filters menu on the Jobs page of the mobile app.
Can See Job Filters - Allows you to show/hide custom Job Filters within the filters menu on the Jobs page of the mobile app.
Enable ability to attach photos to jobs? - This security role setting has been removed, and has no effect. Staff can always attach photos to jobs.
Enable ability to see all tasks? - Allows you to show/hide Tasks list from the More.. section.
Enable ability to allocate tasks? - This security role setting has been removed, and has no effect.
Add-ons
Enable access to Inbox - Allows you to show/hide Inbox access from the main menu on the app.
Help
Show Help - Allows you to show/hide Help articles from the app
Partner Program
Show Partner Program Menu - Allows you to show/hide Partner Program option online.